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ENJU3.SA$1.05-2.78%
Fair $1.05+0.0%

ENJU3.SA

Enjoei S.A.

Consumer Cyclical / Internet RetailSão Paulo

$1.05

-0.03 (-2.78%)

Fairly Valued+0.0%Fair Value $1.05Fund rank 30/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-31.1M · quality 60.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

34/100

D

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: 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 -5.5%, below the 5% threshold
Thesis & Journal · ENJU3.SALocal privado en este navegador · Enjoei S.A.
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

$215M

P/E

N/A

•

EV/EBITDA

0.4x

↓

ROE

-5.5%

↓

Gross Margin

55.7%

↑

Debt/Equity

0.03

↓
52-Week Range$1
$1$1

TradingView lightweight chart

ENJU3.SA price, volumen y niveles de valoración

Último $1.050Periodo -89.2%
Fair value: $1.050

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

+23.9%

FCF CAGR

—

FCF margin

0.4%

FCF / Net income

-0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $264.0M · net income $-16.8M · FCF $997000.0

2022-FY → 2025-FY

Gross margin

55.7%+20.7% pts

Operating margin

-12.5%+56.4% pts

Net margin

-6.4%+41.5% pts

FCF margin

0.4%+52.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$264.0M$264.0M$265.2M$194.6M$138.9M
Net Income$-16.8M$-16.8M$-23.9M$-53.0M$-66.5M
EBITDA$36.8M$36.8M$24.3M$-13.5M$-37.5M
EPS——-0.12-0.26-0.33
Gross Margin55.7%55.7%56.0%49.8%35.0%
Operating Margin-12.5%-12.5%-15.7%-38.5%-68.9%
Net Margin-6.4%-6.4%-9.0%-27.2%-47.9%
Balance Sheet
Debt/Equity0.030.030.030.010.01
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$997000.00$997000.00$-31.1M$-47.6M$-72.4M
Returns
ROE-5.5%-5.5%-7.5%-15.6%-17.5%
Valuation
EV/EBITDA0.370.371.05——
P/B0.710.710.670.930.59
Growth & Yield
Revenue Growth-0.5%-0.5%36.3%40.1%—
EPS Growth——55.4%21.6%—
Dividend Yield19.2%19.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +7.4%

Total return

+7.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.12 → n/d

Residual

-11.8%

EPS growthn/d
Multiple reratingn/d
Dividend+19.2%
Residual / FX / buybacks / cross-term-11.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.