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ETER3.SA$3.52+0.57%
Fair $3.52+0.0%

ETER3.SA

Eternit S.A.

Industrials / Building Products & EquipmentSão Paulo

$3.52

+0.02 (+0.57%)

Fairly Valued+0.0%Fair Value $3.52Fund rank 27/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9
Margin Compression

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 19%

FCF escenarios

weak_data · normalized FCF $17.7M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

46/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ETER3.SALocal privado en este navegador · Eternit 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

$217M

P/E

4.6x

↓

EV/EBITDA

2.6x

↓

ROE

5.8%

↓

Gross Margin

20.6%

↓

Debt/Equity

0.21

↓
52-Week Range$4
$3$5

TradingView lightweight chart

ETER3.SA price, volumen y niveles de valoración

Último $3.520Periodo -70.2%
Fair value: $3.520

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

-1.1%

FCF CAGR

-22.5%

FCF margin

1.5%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $49.0M · FCF $17.7M

2022-FY → 2025-FY

Gross margin

20.6%-10.7% pts

Operating margin

3.7%-10.0% pts

Net margin

4.3%-7.3% pts

FCF margin

1.5%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.15B$1.15B$1.14B$1.13B$1.19B
Net Income$49.0M$49.0M$38.8M$127.2M$137.6M
EBITDA$134.8M$134.8M$94.3M$115.3M$196.7M
EPS0.790.790.632.062.23
Gross Margin20.6%20.6%22.6%25.8%31.3%
Operating Margin3.7%3.7%4.9%7.3%13.7%
Net Margin4.3%4.3%3.4%11.3%11.6%
Balance Sheet
Debt/Equity0.210.210.180.210.15
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$17.7M$17.7M$59.1M$-123.0M$38.0M
Returns
ROE5.8%5.8%4.8%16.5%20.3%
Valuation
P/E4.574.578.053.915.05
EV/EBITDA2.642.644.665.553.47
P/B0.260.260.390.651.03
Growth & Yield
Revenue Growth0.6%0.6%1.2%-4.9%—
EPS Growth25.9%25.9%-69.4%-7.5%—
Dividend Yield5.9%5.9%———

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

-26.7%

fácil

EPS terminal req.

$0.31

Spread vs growth

52.6%

5Y implied EPS CAGR

-13.8%

fácil

EPS terminal req.

$0.38

Spread vs growth

39.7%

10Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$0.61

Spread vs growth

28.5%

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 -12.8%

Total return

-12.8%

Start / end P/E

6.9x → 4.4x

EPS bridge

0.63 → 0.79

Residual

-9.2%

EPS growth+25.9%
Multiple rerating-35.4%
Dividend+5.9%
Residual / FX / buybacks / cross-term-9.2%

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.