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GAVA.MX$150.00+0.00%
Fair $150.00+0.0%

GAVA.MX

Acosta Verde, S.A.B. de C.V.

Real Estate / Real Estate ServicesMexico

$150.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $150.00Fund rank 35/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

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 36.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

43/100

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · GAVA.MXLocal privado en este navegador · Acosta Verde, S.A.B. de C.V.
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

$9.0B

P/E

10.5x

↓

EV/EBITDA

7.5x

↓

ROE

9.3%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.38

↓
52-Week Range$150
$150$179

TradingView lightweight chart

GAVA.MX price, volumen y niveles de valoración

Último $150.00Periodo -16.2%
Fair value: $150.00

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

+12.3%

FCF CAGR

+12.9%

FCF margin

48.3%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.75B · net income $1.04B · FCF $847.0M

2022-FY → 2025-FY

Gross margin

100.0%+0.2% pts

Operating margin

66.3%+4.1% pts

Net margin

59.4%+5.1% pts

FCF margin

48.3%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.75B$1.75B$1.65B$1.44B$1.24B
Net Income$1.04B$1.04B$1.71B$917.1M$672.0M
EBITDA$1.86B$1.86B$2.82B$2.52B$1.41B
EPS13.5813.5824.9411.926.75
Gross Margin100.0%100.0%98.4%100.0%99.8%
Operating Margin66.3%66.3%68.6%68.7%62.2%
Net Margin59.4%59.4%103.9%63.9%54.3%
Balance Sheet
Debt/Equity0.380.380.400.480.57
Current Ratio3.433.43———
Cash Flow
Free Cash Flow$847.0M$847.0M$1.38B$265.6M$588.7M
Returns
ROE9.3%9.3%15.0%8.8%6.9%
Valuation
P/E10.4510.457.1815.0126.52
EV/EBITDA7.557.555.036.4514.22
P/B1.021.021.081.331.82
Growth & Yield
Revenue Growth6.4%6.4%14.6%16.1%—
EPS Growth-45.5%-45.5%109.2%76.6%—
Dividend Yield13.3%13.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$13.31

Spread vs growth

-44.9%

5Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$16.11

Spread vs growth

-49.0%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$25.94

Spread vs growth

-52.2%

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 -2.9%

Total return

-2.9%

Start / end P/E

7.2x → 11.0x

EPS bridge

24.94 → 13.58

Residual

-24.6%

EPS growth-45.5%
Multiple rerating+53.9%
Dividend+13.3%
Residual / FX / buybacks / cross-term-24.6%

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.