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EASTWEST.BO$2.88+1.77%
Fair $2.88+0.0%

EASTWEST.BO

East West Freight Carriers Ltd

Industrials / Integrated Freight & LogisticsBSE

$2.88

+0.05 (+1.77%)

Fairly Valued+0.0%Fair Value $2.88Fund rank 24/100 · Data gapFallback financials|
SA 26/D
F-Score: 2/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-80.3M · quality 37.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

26/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.9%, below the 5% threshold
Thesis & Journal · EASTWEST.BOLocal privado en este navegador · East West Freight Carriers Ltd
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$367M

P/E

28.8x

↑

EV/EBITDA

8.9x

↓

ROE

1.9%

↓

Gross Margin

6.7%

↓

Debt/Equity

1.05

↑
52-Week Range$3
$2$7

TradingView lightweight chart

EASTWEST.BO price, volumen y niveles de valoración

Último $2.880Periodo -63.4%
Fair value: $2.880

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+8.0%

FCF CAGR

—

FCF margin

-2.8%

FCF / Net income

-6.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.85B · net income $12.9M · FCF $-80.3M

2022-FY → 2025-FY

Gross margin

6.7%+0.2% pts

Operating margin

3.3%-1.3% pts

Net margin

0.5%-0.8% pts

FCF margin

-2.8%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.85B$2.85B$2.05B$2.47B$2.27B
Net Income$12.9M$12.9M$63.7M$-12.6M$28.3M
EBITDA$116.2M$116.2M$212.3M$86.4M$121.2M
EPS0.100.100.50-0.100.25
Gross Margin6.7%6.7%8.3%5.4%6.5%
Operating Margin3.3%3.3%5.2%2.7%4.5%
Net Margin0.5%0.5%3.1%-0.5%1.3%
Balance Sheet
Debt/Equity1.051.050.891.400.95
Cash Flow
Free Cash Flow$-80.3M$-80.3M$98.1M$-224.2M$-32.7M
Returns
ROE1.9%1.9%9.7%-2.0%3.9%
Valuation
P/E28.8028.80———
EV/EBITDA8.938.93———
P/B0.550.55———
Growth & Yield
Revenue Growth39.1%39.1%-16.9%8.8%—
EPS Growth-80.0%-80.0%600.0%-140.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

36.7%

muy exigente

EPS terminal req.

$0.26

Spread vs growth

-116.7%

5Y implied EPS CAGR

25.3%

muy exigente

EPS terminal req.

$0.31

Spread vs growth

-105.3%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$0.50

Spread vs growth

-97.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -54.3%

Total return

-54.3%

Start / end P/E

12.6x → 28.8x

EPS bridge

0.50 → 0.10

Residual

-102.9%

EPS growth-80.0%
Multiple rerating+128.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-102.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.