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EUCA4.SA$26.99-1.57%
Fair $26.99+0.0%

EUCA4.SA

Eucatex S.A. Indústria e Comércio

Industrials / Building Products & EquipmentSão Paulo

$26.99

-0.43 (-1.57%)

Fairly Valued+0.0%Fair Value $26.99Fund rank 29/100 · Data gapFallback financials|
SA 69/B
F-Score: 6/9

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $166.7M · quality 46.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

69/100

B

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · EUCA4.SALocal privado en este navegador · Eucatex S.A. Indústria e Comércio
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

$2.5B

P/E

6.1x

↓

EV/EBITDA

4.7x

↓

ROE

11.5%

↑

Gross Margin

37.2%

↑

Debt/Equity

0.54

↑
52-Week Range$27
$16$28

TradingView lightweight chart

EUCA4.SA price, volumen y niveles de valoración

Último $26.99Periodo +885.0%
Fair value: $26.99

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

+7.3%

FCF CAGR

—

FCF margin

5.4%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.10B · net income $319.1M · FCF $166.7M

2022-FY → 2025-FY

Gross margin

37.2%+4.9% pts

Operating margin

17.7%+1.4% pts

Net margin

10.3%+0.0% pts

FCF margin

5.4%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.10B$3.10B$2.86B$2.68B$2.51B
Net Income$319.1M$319.1M$198.0M$422.2M$257.5M
EBITDA$730.2M$730.2M$455.3M$562.9M$510.0M
EPS3.463.462.154.582.79
Gross Margin37.2%37.2%33.0%32.8%32.3%
Operating Margin17.7%17.7%14.2%16.5%16.3%
Net Margin10.3%10.3%6.9%15.8%10.3%
Balance Sheet
Debt/Equity0.540.540.470.420.42
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$166.7M$166.7M$190.1M$130.9M$-70.7M
Returns
ROE11.5%11.5%7.7%17.5%12.8%
Valuation
P/E6.086.086.193.482.56
EV/EBITDA4.724.724.794.372.91
P/B0.900.900.480.610.33
Growth & Yield
Revenue Growth8.6%8.6%6.7%6.6%—
EPS Growth60.9%60.9%-53.1%64.1%—
Dividend Yield4.2%4.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-11.5%

fácil

EPS terminal req.

$2.39

Spread vs growth

72.5%

5Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$2.90

Spread vs growth

64.4%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$4.67

Spread vs growth

57.9%

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 +48.1%

Total return

+48.1%

Start / end P/E

8.7x → 7.8x

EPS bridge

2.15 → 3.46

Residual

-6.4%

EPS growth+60.9%
Multiple rerating-10.6%
Dividend+4.2%
Residual / FX / buybacks / cross-term-6.4%

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.