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ELECTCAST.BO$76.69-0.93%
Fair $76.69+0.0%

ELECTCAST.BO

Electrosteel Castings Limited

Industrials / Building Products & EquipmentBSE

$76.69

-0.72 (-0.93%)

Fairly Valued+0.0%Fair Value $76.69Fund rank 33/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
Declining RevenueLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.6B · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

43/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is 2.7%, below the 5% threshold
Thesis & Journal · ELECTCAST.BOLocal privado en este navegador · Electrosteel Castings Limited
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

$47.4B

P/E

9.6x

↓

EV/EBITDA

11.2x

↑

ROE

2.7%

↓

Gross Margin

46.3%

↑

Debt/Equity

0.26

↓
52-Week Range$77
$60$139

TradingView lightweight chart

ELECTCAST.BO price, volumen y niveles de valoración

Último $76.69Periodo +185.4%
Fair value: $76.69

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-6.5%

FCF CAGR

+56.6%

FCF margin

17.2%

FCF / Net income

6.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.18B · net income $1.61B · FCF $10.17B

2023-FY → 2026-FY

Gross margin

46.3%+12.9% pts

Operating margin

3.1%-5.7% pts

Net margin

2.7%-1.6% pts

FCF margin

17.2%+13.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$59.18B$59.18B$73.20B$74.33B$72.46B
Net Income$1.61B$1.61B$7.10B$7.40B$3.16B
EBITDA$5.35B$5.35B$11.59B$12.62B$7.69B
EPS2.612.6111.4812.305.31
Gross Margin46.3%46.3%50.7%36.8%33.5%
Operating Margin3.1%3.1%12.2%14.8%8.9%
Net Margin2.7%2.7%9.7%10.0%4.4%
Balance Sheet
Debt/Equity0.260.260.370.460.61
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$10.17B$10.17B$2.03B$5.59B$2.65B
Returns
ROE2.7%2.7%12.3%14.5%7.2%
Valuation
P/E9.559.558.3715.546.49
EV/EBITDA11.2311.236.8210.745.84
P/B0.800.801.032.250.47
Growth & Yield
Revenue Growth-19.2%-19.2%-1.5%2.6%—
EPS Growth-77.3%-77.3%-6.7%131.6%—
Dividend Yield1.9%1.9%———

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

37.6%

muy exigente

EPS terminal req.

$6.80

Spread vs growth

-114.9%

5Y implied EPS CAGR

25.8%

muy exigente

EPS terminal req.

$8.23

Spread vs growth

-103.1%

10Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$13.26

Spread vs growth

-94.9%

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 -25.9%

Total return

-25.9%

Start / end P/E

9.3x → 29.4x

EPS bridge

11.48 → 2.61

Residual

-168.0%

EPS growth-77.3%
Multiple rerating+217.5%
Dividend+1.9%
Residual / FX / buybacks / cross-term-168.0%

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.