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FSL.BO$268.05-0.79%
Fair $268.05+0.0%

FSL.BO

Firstsource Solutions Limited

Technology / Information Technology ServicesBSE

$268.05

-2.10 (-0.79%)

Fairly Valued+0.0%Fair Value $268.05Fund rank 37/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.6B · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

50/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · FSL.BOLocal privado en este navegador · Firstsource Solutions 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

$185.1B

P/E

28.1x

↑

EV/EBITDA

14.4x

↑

ROE

15.4%

↑

Gross Margin

41.9%

↑

Debt/Equity

0.67

↑
52-Week Range$268
$201$404

TradingView lightweight chart

FSL.BO price, volumen y niveles de valoración

Último $262.45Periodo +229.7%
Fair value: $268.05

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+17.1%

FCF CAGR

+11.2%

FCF margin

10.6%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $96.16B · net income $6.74B · FCF $10.18B

2023-FY → 2026-FY

Gross margin

41.9%+4.4% pts

Operating margin

11.7%+1.7% pts

Net margin

7.0%-1.6% pts

FCF margin

10.6%-1.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$96.16B$96.16B$79.72B$63.33B$59.86B
Net Income$6.74B$6.74B$5.94B$5.15B$5.14B
EBITDA$14.65B$14.65B$12.16B$9.93B$9.57B
EPS——8.427.347.32
Gross Margin41.9%41.9%37.3%40.2%37.5%
Operating Margin11.7%11.7%11.0%11.6%9.9%
Net Margin7.0%7.0%7.5%8.1%8.6%
Balance Sheet
Debt/Equity0.670.670.630.410.41
Current Ratio0.790.79———
Cash Flow
Free Cash Flow$10.18B$10.18B$4.60B$5.59B$7.41B
Returns
ROE15.4%15.4%14.5%13.9%15.3%
Valuation
P/E28.0728.0738.4727.5315.24
EV/EBITDA14.4514.4520.9215.749.49
P/B4.224.225.583.832.32
Growth & Yield
Revenue Growth20.6%20.6%25.9%5.8%—
EPS Growth——14.7%0.3%—
Dividend Yield2.1%2.1%———

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 -27.7%

Total return

-27.7%

Start / end P/E

n/dx → n/dx

EPS bridge

8.42 → n/d

Residual

-29.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term-29.8%

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.