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GPW.WA$80.20-1.84%
Fair $80.20+0.0%

GPW.WA

Gielda Papierów Wartosciowych w Warszawie S.A.

Financial Services / Financial Data & Stock ExchangesWarsaw

$80.20

-1.50 (-1.84%)

Fairly Valued+0.0%Fair Value $80.20Fund rank 36/100 · Data gapFallback financials|
SA 69/B
F-Score: 8/9

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 59.0/100

Data gap 36/100
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

69/100

B

Piotroski

8/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · GPW.WALocal privado en este navegador · Gielda Papierów Wartosciowych w Warszawie 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

$3.4B

P/E

16.0x

↑

EV/EBITDA

11.2x

↓

ROE

17.2%

↑

Gross Margin

70.8%

↑

Debt/Equity

0.02

↓
52-Week Range$80
$49$85

TradingView lightweight chart

GPW.WA price, volumen y niveles de valoración

Último $80.20Periodo +48.5%
Fair value: $80.20

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

+12.3%

FCF CAGR

-6.6%

FCF margin

23.0%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $551.9M · net income $195.0M · FCF $127.0M

2022-FY → 2025-FY

Gross margin

70.8%-2.8% pts

Operating margin

36.5%+1.7% pts

Net margin

35.3%-1.9% pts

FCF margin

23.0%-17.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$551.9M$551.9M$464.8M$444.9M$389.3M
Net Income$195.0M$195.0M$148.7M$156.0M$145.0M
EBITDA$283.1M$283.1M$211.6M$221.5M$217.6M
EPS4.654.653.543.723.45
Gross Margin70.8%70.8%68.3%71.0%73.6%
Operating Margin36.5%36.5%33.8%28.7%34.8%
Net Margin35.3%35.3%32.0%35.1%37.2%
Balance Sheet
Debt/Equity0.020.020.030.020.01
Current Ratio2.722.72———
Cash Flow
Free Cash Flow$127.0M$127.0M$91.3M$72.9M$156.0M
Returns
ROE17.2%17.2%13.9%15.0%14.6%
Valuation
P/E16.0116.0111.5711.1510.67
EV/EBITDA11.1811.187.636.865.39
P/B2.982.981.611.671.56
Growth & Yield
Revenue Growth18.7%18.7%4.5%14.3%—
EPS Growth31.4%31.4%-4.8%7.8%—
Dividend Yield4.2%4.2%———

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

15.2%

exigente

EPS terminal req.

$7.12

Spread vs growth

16.1%

5Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$8.61

Spread vs growth

18.2%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$13.87

Spread vs growth

19.8%

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 +60.0%

Total return

+60.0%

Start / end P/E

14.5x → 17.2x

EPS bridge

3.54 → 4.65

Residual

+5.8%

EPS growth+31.4%
Multiple rerating+18.6%
Dividend+4.2%
Residual / FX / buybacks / cross-term+5.8%

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.