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GLOBAL.NS$102.90+2.34%
Fair $102.90+0.0%

GLOBAL.NS

Global Education Limited

Consumer Defensive / Education & Training ServicesNSE

$102.90

+2.35 (+2.34%)

Fairly Valued+0.0%Fair Value $102.90Fund rank 30/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $180.9M · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

38/100

D

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · GLOBAL.NSLocal privado en este navegador · Global Education 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

$5.2B

P/E

23.2x

↑

EV/EBITDA

12.8x

↑

ROE

25.6%

↑

Gross Margin

59.2%

↑

Debt/Equity

N/A

•
52-Week Range$103
$55$122

TradingView lightweight chart

GLOBAL.NS price, volumen y niveles de valoración

Último $102.90Periodo +975.4%
Fair value: $102.90

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

+22.4%

FCF CAGR

+130.2%

FCF margin

21.7%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $722.8M · net income $281.9M · FCF $157.1M

2022-FY → 2025-FY

Gross margin

59.2%-27.4% pts

Operating margin

43.3%+11.1% pts

Net margin

39.0%+11.5% pts

FCF margin

21.7%+18.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$722.8M$722.8M$743.1M$619.8M$394.0M
Net Income$281.9M$281.9M$338.3M$225.9M$108.5M
EBITDA$405.6M$405.6M$491.6M$365.9M$184.6M
EPS5.545.546.644.442.15
Gross Margin59.2%59.2%72.8%80.4%86.6%
Operating Margin43.3%43.3%53.2%45.4%32.3%
Net Margin39.0%39.0%45.5%36.5%27.5%
Balance Sheet
Current Ratio3.753.75———
Cash Flow
Free Cash Flow$157.1M$157.1M$180.9M$206.0M$12.9M
Returns
ROE25.6%25.6%38.0%34.6%23.2%
Valuation
P/E23.2323.2315.7414.096.95
EV/EBITDA12.7812.7810.658.443.90
P/B4.764.765.984.881.62
Growth & Yield
Revenue Growth-2.7%-2.7%19.9%57.3%—
EPS Growth-16.6%-16.6%49.6%106.9%—
Dividend Yield1.0%1.0%———

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

18.1%

exigente

EPS terminal req.

$9.13

Spread vs growth

-34.7%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$11.05

Spread vs growth

-31.4%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$17.79

Spread vs growth

-29.0%

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 +66.4%

Total return

+66.4%

Start / end P/E

9.4x → 18.6x

EPS bridge

6.64 → 5.54

Residual

-16.3%

EPS growth-16.6%
Multiple rerating+98.4%
Dividend+1.0%
Residual / FX / buybacks / cross-term-16.3%

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.