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GEL.BO$150.90-2.01%
Fair $150.90+0.0%

GEL.BO

GEL.BO

Basic Materials / Paper & Paper ProductsBSE

$150.90

-3.10 (-2.01%)

Fairly Valued+0.0%Fair Value $150.90Fund rank 32/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9
Declining RevenueLow Profitability

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $29.1M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

51/100

C

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is 1.0%, below the 5% threshold
Thesis & Journal · GEL.BOLocal privado en este navegador · GEL.BO
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

$930M

P/E

1077.9x

↑

EV/EBITDA

234.2x

↑

ROE

1.0%

↑

Gross Margin

1.6%

↓

Debt/Equity

0.03

↓
52-Week Range$151
$65$185

TradingView lightweight chart

GEL.BO price, volumen y niveles de valoración

Último $150.90Periodo +588.3%
Fair value: $150.90

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

-54.6%

FCF CAGR

+17.5%

FCF margin

23.7%

FCF / Net income

62.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $353.1M · net income $1.3M · FCF $83.8M

2022-FY → 2025-FY

Gross margin

1.6%+0.9% pts

Operating margin

-0.1%-0.5% pts

Net margin

0.4%+0.1% pts

FCF margin

23.7%+22.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$353.1M$353.1M$1.68B$2.80B$3.78B
Net Income$1.3M$1.3M$1.5M$3.7M$10.0M
EBITDA$2.0M$2.0M$7.8M$12.4M$18.0M
EPS0.430.430.481.213.25
Gross Margin1.6%1.6%0.7%0.5%0.7%
Operating Margin-0.1%-0.1%0.1%-0.0%0.4%
Net Margin0.4%0.4%0.1%0.1%0.3%
Balance Sheet
Debt/Equity0.030.030.751.111.45
Current Ratio49.1549.15———
Cash Flow
Free Cash Flow$83.8M$83.8M$9.8M$29.1M$51.7M
Returns
ROE1.0%1.0%1.1%2.9%7.9%
Valuation
P/E1077.861077.8666.2132.215.62
EV/EBITDA234.23234.2323.8417.5610.36
P/B3.513.510.750.920.45
Growth & Yield
Revenue Growth-78.9%-78.9%-40.0%-26.0%—
EPS Growth-10.4%-10.4%-60.3%-62.8%—

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

214.6%

muy exigente

EPS terminal req.

$13.39

Spread vs growth

-225.0%

5Y implied EPS CAGR

106.6%

muy exigente

EPS terminal req.

$16.20

Spread vs growth

-117.1%

10Y implied EPS CAGR

50.8%

muy exigente

EPS terminal req.

$26.09

Spread vs growth

-61.2%

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 +123.9%

Total return

+123.9%

Start / end P/E

140.4x → 350.9x

EPS bridge

0.48 → 0.43

Residual

-15.6%

EPS growth-10.4%
Multiple rerating+149.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.6%

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.