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EMERALD.BO$59.00-1.80%
Fair $59.00+0.0%

EMERALD.BO

Emerald Leasing Finance and Investment Company Limited

Financial Services / Credit ServicesBSE

$59.00

-1.08 (-1.80%)

Fairly Valued+0.0%Fair Value $59.00Fund rank 24/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 33.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · EMERALD.BOLocal privado en este navegador · Emerald Leasing Finance and Investment Company 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

$2.0B

P/E

15.4x

↑

EV/EBITDA

16.3x

↑

ROE

10.5%

↑

Gross Margin

63.3%

↑

Debt/Equity

0.18

↓
52-Week Range$59
$46$104

TradingView lightweight chart

EMERALD.BO price, volumen y niveles de valoración

Último $59.00Periodo +781.4%
Fair value: $59.00

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

+36.6%

FCF CAGR

—

FCF margin

-63.1%

FCF / Net income

-1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $215.7M · net income $90.4M · FCF $-136.1M

2022-FY → 2025-FY

Gross margin

63.3%+10.8% pts

Operating margin

57.0%+15.0% pts

Net margin

41.9%+12.7% pts

FCF margin

-63.1%+210.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$215.7M$215.7M$133.4M$115.1M$84.7M
Net Income$90.4M$90.4M$41.4M$34.8M$24.8M
EBITDA$123.0M$123.0M$56.8M$47.5M$34.2M
EPS2.572.571.371.150.85
Gross Margin63.3%63.3%56.4%58.8%52.5%
Operating Margin57.0%57.0%44.8%43.9%42.0%
Net Margin41.9%41.9%31.0%30.2%29.2%
Balance Sheet
Debt/Equity0.180.180.300.120.13
Current Ratio32.6732.67———
Cash Flow
Free Cash Flow$-136.1M$-136.1M$-117.5M$14.5M$-231.4M
Returns
ROE10.5%10.5%8.7%7.9%6.5%
Valuation
P/E15.4015.4024.8720.6321.01
EV/EBITDA16.3416.3420.0114.8716.03
P/B2.372.372.161.631.37
Growth & Yield
Revenue Growth61.7%61.7%15.9%35.9%—
EPS Growth87.4%87.4%19.1%35.3%—
Dividend Yield0.3%0.3%———

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

26.7%

muy exigente

EPS terminal req.

$5.24

Spread vs growth

60.7%

5Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$6.33

Spread vs growth

67.7%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$10.20

Spread vs growth

72.6%

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 -39.4%

Total return

-39.4%

Start / end P/E

71.2x → 22.9x

EPS bridge

1.37 → 2.57

Residual

-59.2%

EPS growth+87.4%
Multiple rerating-67.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term-59.2%

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.