StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
GICSAB.MX$3.60+0.00%
Fair $3.60+0.0%

GICSAB.MX

Grupo Gicsa S.A.B. de C.V.

Real Estate / Real Estate - DiversifiedMexico

$3.60

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.60Fund rank 37/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9
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 15.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

57/100

C

Piotroski

7/9

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. 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. ROE is 4.9%, below the 5% threshold
Thesis & Journal · GICSAB.MXLocal privado en este navegador · Grupo Gicsa 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

$5.4B

P/E

3.7x

↓

EV/EBITDA

5.3x

↓

ROE

4.9%

↑

Gross Margin

61.9%

↑

Debt/Equity

0.78

↑
52-Week Range$4
$2$4

TradingView lightweight chart

GICSAB.MX price, volumen y niveles de valoración

Último $3.600Periodo -78.8%
Fair value: $3.600

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

+7.3%

FCF CAGR

+19.9%

FCF margin

52.3%

FCF / Net income

2.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.98B · net income $1.46B · FCF $3.13B

2022-FY → 2025-FY

Gross margin

61.9%+0.8% pts

Operating margin

75.6%+20.6% pts

Net margin

24.3%+20.5% pts

FCF margin

52.3%+14.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.98B$5.98B$5.51B$5.01B$4.84B
Net Income$1.46B$1.46B$795.4M$1.64B$183.1M
EBITDA$5.37B$5.37B$4.60B$6.24B$2.78B
EPS0.970.970.531.090.12
Gross Margin61.9%61.9%65.6%64.8%61.1%
Operating Margin75.6%75.6%75.9%57.1%55.0%
Net Margin24.3%24.3%14.4%32.8%3.8%
Balance Sheet
Debt/Equity0.780.780.901.031.13
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$3.13B$3.13B$3.80B$3.17B$1.81B
Returns
ROE4.9%4.9%2.8%5.9%0.7%
Valuation
P/E3.713.714.342.1915.98
EV/EBITDA5.345.346.235.0911.39
P/B0.180.180.120.130.11
Growth & Yield
Revenue Growth8.7%8.7%9.9%3.5%—
EPS Growth83.0%83.0%-51.6%796.7%—

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

-30.9%

fácil

EPS terminal req.

$0.32

Spread vs growth

114.0%

5Y implied EPS CAGR

-16.8%

fácil

EPS terminal req.

$0.39

Spread vs growth

99.8%

10Y implied EPS CAGR

-4.3%

fácil

EPS terminal req.

$0.62

Spread vs growth

87.4%

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 +35.3%

Total return

+35.3%

Start / end P/E

5.0x → 3.7x

EPS bridge

0.53 → 0.97

Residual

-21.6%

EPS growth+83.0%
Multiple rerating-26.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-21.6%

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.