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GILLANDERS.BO$93.99+1.43%
Fair $93.99+0.0%

GILLANDERS.BO

Gillanders Arbuthnot and Company Limited

Consumer Defensive / Farm ProductsBSE

$93.99

+1.29 (+1.43%)

Fairly Valued+0.0%Fair Value $93.99Fund rank 33/100 · Data gapFallback financials|
SA 25/D
F-Score: 4/9
Low 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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $284.0M · quality 66.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

25/100

D

Piotroski

4/9

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); composite fair value and forward targets are disabled until manually verified. ROE is 3.7%, below the 5% threshold
Thesis & Journal · GILLANDERS.BOLocal privado en este navegador · Gillanders Arbuthnot and Company 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

$2.0B

P/E

21.2x

↑

EV/EBITDA

9.9x

↑

ROE

3.7%

↓

Gross Margin

59.2%

↑

Debt/Equity

0.58

↑
52-Week Range$94
$76$152

TradingView lightweight chart

GILLANDERS.BO price, volumen y niveles de valoración

Último $91.54Periodo +6.5%
Fair value: $93.99

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

-1.0%

FCF CAGR

-8.0%

FCF margin

6.8%

FCF / Net income

3.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.31B · net income $94.7M · FCF $290.9M

2023-FY → 2026-FY

Gross margin

59.2%+16.4% pts

Operating margin

2.9%-0.8% pts

Net margin

2.2%-1.1% pts

FCF margin

6.8%-1.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.31B$4.31B$4.43B$3.58B$4.44B
Net Income$94.7M$94.7M$267.2M$-486.2M$148.2M
EBITDA$349.7M$349.7M$482.0M$-221.2M$386.5M
EPS4.434.4312.52-22.786.95
Gross Margin59.2%59.2%54.5%42.2%42.8%
Operating Margin2.9%2.9%3.3%-4.9%3.7%
Net Margin2.2%2.2%6.0%-13.6%3.3%
Balance Sheet
Debt/Equity0.580.580.520.540.48
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$290.9M$290.9M$-3.6M$284.0M$373.5M
Returns
ROE3.7%3.7%10.9%-22.4%5.4%
Valuation
P/E21.2221.228.35—9.38
EV/EBITDA9.919.917.25—6.96
P/B0.780.780.910.850.50
Growth & Yield
Revenue Growth-2.8%-2.8%23.7%-19.3%—
EPS Growth-64.6%-64.6%155.0%-427.8%—

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

23.5%

exigente

EPS terminal req.

$8.34

Spread vs growth

-88.1%

5Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$10.09

Spread vs growth

-82.5%

10Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$16.25

Spread vs growth

-78.5%

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 -21.6%

Total return

-21.6%

Start / end P/E

9.3x → 20.7x

EPS bridge

12.52 → 4.43

Residual

-78.6%

EPS growth-64.6%
Multiple rerating+121.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-78.6%

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.