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GFSA3.SA$1.11-1.77%
Fair $1.11+0.0%

GFSA3.SA

Gafisa S.A.

Consumer Cyclical / Residential ConstructionSão Paulo

$1.11

-0.02 (-1.77%)

Fairly Valued+0.0%Fair Value $1.11Fund rank 23/100 · Data gapFallback financials|
SA 6/F
F-Score: 1/9
Declining RevenueMargin CompressionLow 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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $117.7M · quality 34.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

6/100

F

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -35.4%, below the 5% threshold
Thesis & Journal · GFSA3.SALocal privado en este navegador · Gafisa S.A.
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

$27M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-35.4%

↓

Gross Margin

-32.1%

↓

Debt/Equity

1.04

↑
52-Week Range$1
$1$29

TradingView lightweight chart

GFSA3.SA price, volumen y niveles de valoración

Último $1.110Periodo +1546.5%
Fair value: $1.110

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

-18.3%

FCF CAGR

—

FCF margin

-32.1%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $619.7M · net income $-544.5M · FCF $-198.8M

2022-FY → 2025-FY

Gross margin

-32.1%-45.6% pts

Operating margin

-55.4%-50.9% pts

Net margin

-87.9%-80.6% pts

FCF margin

-32.1%-12.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$619.7M$619.7M$1.01B$1.10B$1.14B
Net Income$-544.5M$-544.5M$-40.6M$-195.3M$-83.2M
EBITDA$-430.8M$-430.8M$104.3M$7.9M$48.2M
EPS-67.89-67.89-8.26-52.61-36.38
Gross Margin-32.1%-32.1%-5.4%-4.2%13.5%
Operating Margin-55.4%-55.4%-21.0%-20.0%-4.5%
Net Margin-87.9%-87.9%-4.0%-17.7%-7.3%
Balance Sheet
Debt/Equity1.041.040.971.081.12
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$-198.8M$-198.8M$148.7M$117.7M$-219.9M
Returns
ROE-35.4%-35.4%-2.1%-11.4%-4.7%
Valuation
EV/EBITDA——19.08320.6759.44
P/B0.010.010.060.410.51
Growth & Yield
Revenue Growth-38.8%-38.8%-8.3%-2.9%—
EPS Growth-721.9%-721.9%84.3%-44.6%—

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 -95.4%

Total return

-95.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-8.26 → -67.89

Residual

-95.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-95.4%

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.