Communication Services / Telecom ServicesSão Paulo
$6.36
-0.30 (-4.50%)
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 24% · confianza 25%
FCF escenarios
weak_data · normalized FCF $481.5M · quality 73.3/100
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.
SA Score
69/100
B
Piotroski
7/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$2.5B
P/E
10.3x
↓EV/EBITDA
4.3x
↓ROE
18.7%
↑Gross Margin
51.7%
↑Debt/Equity
0.66
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
+20.4%
FCF CAGR
+78.4%
FCF margin
42.3%
FCF / Net income
2.40x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $1.19B · net income $209.0M · FCF $501.8M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $1.19B | $1.19B | $1.03B | $883.2M | $678.4M |
| Net Income | $209.0M | $209.0M | $174.6M | $145.1M | $130.2M |
| EBITDA | $641.3M | $641.3M | $535.3M | $489.9M | $409.5M |
| EPS | 0.59 | 0.59 | 0.49 | 0.37 | 0.34 |
| Gross Margin | 51.7% | 51.7% | 50.8% | 45.0% | 46.5% |
| Operating Margin | 27.8% | 27.8% | 25.5% | 24.9% | 26.6% |
| Net Margin | 17.6% | 17.6% | 17.0% | 16.4% | 19.2% |
| Balance Sheet | |||||
| Debt/Equity | 0.66 | 0.66 | 0.54 | 0.42 | 0.39 |
| Current Ratio | 1.10 | 1.10 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $501.8M | $501.8M | $481.5M | $395.8M | $88.4M |
| Returns | |||||
| ROE | 18.7% | 18.7% | 14.6% | 13.2% | 13.1% |
| Valuation | |||||
| P/E | 10.26 | 10.26 | 6.22 | 9.49 | 10.00 |
| EV/EBITDA | 4.33 | 4.33 | 2.39 | 3.20 | 3.26 |
| P/B | 2.01 | 2.01 | 0.90 | 1.25 | 1.31 |
| Growth & Yield | |||||
| Revenue Growth | 15.6% | 15.6% | 16.1% | 30.2% | — |
| EPS Growth | 20.4% | 20.4% | 31.4% | 11.1% | — |
| Dividend Yield | 13.4% | 13.4% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
-1.5%
EPS terminal req.
$0.56
Spread vs growth
21.9%
5Y implied EPS CAGR
3.0%
EPS terminal req.
$0.68
Spread vs growth
17.4%
10Y implied EPS CAGR
6.4%
EPS terminal req.
$1.10
Spread vs growth
14.0%
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.
Total return
+92.6%
Start / end P/E
7.2x → 10.8x
EPS bridge
0.49 → 0.59
Residual
+10.0%
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.