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GMMPFAUDLR.NS$776.90-1.06%
Fair $776.90+0.0%

GMMPFAUDLR.NS

GMM Pfaudler Limited

Industrials / Specialty Industrial MachineryNSE

$776.90

-8.30 (-1.06%)

Fairly Valued+0.0%Fair Value $776.90Fund rank 35/100 · Data gapFallback financials|
SA 32/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

32/100

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 4.8%, below the 5% threshold
Thesis & Journal · GMMPFAUDLR.NSLocal privado en este navegador · GMM Pfaudler 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

$34.9B

P/E

60.3x

↑

EV/EBITDA

10.5x

↑

ROE

4.8%

↓

Gross Margin

60.4%

↑

Debt/Equity

0.86

↑
52-Week Range$777
$756$1418

TradingView lightweight chart

GMMPFAUDLR.NS price, volumen y niveles de valoración

Último $776.90Periodo +228.1%
Fair value: $776.90

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

+3.9%

FCF CAGR

+38.9%

FCF margin

8.8%

FCF / Net income

5.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.24B · net income $578.2M · FCF $3.11B

2023-FY → 2026-FY

Gross margin

60.4%+1.3% pts

Operating margin

7.0%-2.9% pts

Net margin

1.6%-3.6% pts

FCF margin

8.8%+5.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$35.24B$35.24B$31.99B$34.25B$31.40B
Net Income$578.2M$578.2M$529.7M$1.75B$1.64B
EBITDA$3.71B$3.71B$3.44B$4.78B$4.48B
EPS12.8612.8611.7839.0236.80
Gross Margin60.4%60.4%60.7%59.7%59.1%
Operating Margin7.0%7.0%6.8%9.5%9.8%
Net Margin1.6%1.6%1.7%5.1%5.2%
Balance Sheet
Debt/Equity0.860.860.830.941.21
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$3.11B$3.11B$3.15B$2.20B$1.16B
Returns
ROE4.8%4.8%5.2%18.2%20.4%
Valuation
P/E60.3260.3287.9035.1740.58
EV/EBITDA10.5010.5014.7214.1416.29
P/B2.902.904.556.408.29
Growth & Yield
Revenue Growth10.2%10.2%-6.6%9.1%—
EPS Growth9.2%9.2%-69.8%6.0%—
Dividend Yield0.3%0.3%———

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

75.0%

muy exigente

EPS terminal req.

$68.94

Spread vs growth

-65.8%

5Y implied EPS CAGR

45.3%

muy exigente

EPS terminal req.

$83.41

Spread vs growth

-36.2%

10Y implied EPS CAGR

26.4%

muy exigente

EPS terminal req.

$134.34

Spread vs growth

-17.3%

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 -31.7%

Total return

-31.7%

Start / end P/E

96.9x → 60.4x

EPS bridge

11.78 → 12.86

Residual

-3.5%

EPS growth+9.2%
Multiple rerating-37.7%
Dividend+0.3%
Residual / FX / buybacks / cross-term-3.5%

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.