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GAMCO.BO$41.36-1.06%
Fair $41.36+0.0%

GAMCO.BO

GAMCO Limited

Financial Services / Capital MarketsBSE

$41.36

-0.45 (-1.06%)

Fairly Valued+0.0%Fair Value $41.36Fund rank 24/100 · Data gapFallback financials|
SA 21/D
F-Score: 2/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

21/100

D

Piotroski

2/9

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); financial Book/ROE targets are disabled until manually verified. ROE is -28.3%, below the 5% threshold
Thesis & Journal · GAMCO.BOLocal privado en este navegador · GAMCO 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

$2.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-28.3%

↓

Gross Margin

-13.1%

↓

Debt/Equity

1.73

↑
52-Week Range$41
$33$52

TradingView lightweight chart

GAMCO.BO price, volumen y niveles de valoración

Último $42.15Periodo +3693.5%
Fair value: $41.36

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

+50.5%

FCF CAGR

—

FCF margin

-19.3%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.86B · net income $-471.7M · FCF $-552.6M

2023-FY → 2026-FY

Gross margin

-13.1%-4.2% pts

Operating margin

-13.0%-3.2% pts

Net margin

-16.5%-6.4% pts

FCF margin

-19.3%-10.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.86B$2.86B$545.5M$2.12B$838.6M
Net Income$-471.7M$-471.7M$64.1M$331.8M$-85.2M
EBITDA$-281.2M$-281.2M$156.5M$459.8M$-57.6M
EPS——1.1913.83-1.58
Gross Margin-13.1%-13.1%23.2%19.5%-9.0%
Operating Margin-13.0%-13.0%24.2%21.5%-9.8%
Net Margin-16.5%-16.5%11.7%15.6%-10.2%
Balance Sheet
Debt/Equity1.731.731.521.061.08
Cash Flow
Free Cash Flow$-552.6M$-552.6M$-398.7M$408.6M$-71.7M
Returns
ROE-28.3%-28.3%6.5%36.0%-14.4%
Valuation
P/E——35.431.74—
EV/EBITDA——23.934.93—
P/B1.341.342.291.410.77
Growth & Yield
Revenue Growth423.6%423.6%-74.3%153.0%—
EPS Growth——-91.4%977.0%—
Dividend Yield0.3%0.3%———

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 +13.2%

Total return

+13.2%

Start / end P/E

n/dx → n/dx

EPS bridge

1.19 → n/d

Residual

+12.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+12.9%

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.