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IDENTIXWEB.BO$70.50-4.86%
Fair $70.50+0.0%

IDENTIXWEB.BO

Identixweb Limited

Technology / Software - ApplicationBSE

$70.50

-3.60 (-4.86%)

Fairly Valued+0.0%Fair Value $70.50Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-22.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

53/100

C

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: 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 · IDENTIXWEB.BOLocal privado en este navegador · Identixweb 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

$736M

P/E

17.1x

↓

EV/EBITDA

11.0x

↓

ROE

19.1%

↑

Gross Margin

83.2%

↑

Debt/Equity

0.02

↓
52-Week Range$71
$55$101

TradingView lightweight chart

IDENTIXWEB.BO price, volumen y niveles de valoración

Último $70.50Periodo +10.7%
Fair value: $70.50

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

+14.9%

FCF CAGR

—

FCF margin

-24.5%

FCF / Net income

-0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $90.9M · net income $37.2M · FCF $-22.3M

2022-FY → 2025-FY

Gross margin

83.2%+38.6% pts

Operating margin

53.3%+40.7% pts

Net margin

40.9%+28.4% pts

FCF margin

-24.5%-31.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$90.9M$90.9M$63.3M$62.2M$60.0M
Net Income$37.2M$37.2M$26.4M$13.5M$7.5M
EBITDA$60.9M$60.9M$43.7M$22.0M$10.0M
EPS3.563.562.531.290.72
Gross Margin83.2%83.2%68.3%59.8%44.6%
Operating Margin53.3%53.3%39.0%30.6%12.5%
Net Margin40.9%40.9%41.6%21.6%12.5%
Balance Sheet
Debt/Equity0.020.020.010.110.18
Current Ratio4.544.54———
Cash Flow
Free Cash Flow$-22.3M$-22.3M$-35.5M$527000.00$4.5M
Returns
ROE19.1%19.1%25.6%28.9%88.8%
Valuation
P/E17.0717.07———
EV/EBITDA11.0011.00———
P/B3.773.77———
Growth & Yield
Revenue Growth43.6%43.6%1.8%3.7%—
EPS Growth41.0%41.0%95.9%78.8%—

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

20.6%

exigente

EPS terminal req.

$6.26

Spread vs growth

20.4%

5Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$7.57

Spread vs growth

24.8%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$12.19

Spread vs growth

27.9%

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 -9.8%

Total return

-9.8%

Start / end P/E

31.0x → 19.8x

EPS bridge

2.53 → 3.56

Residual

-14.8%

EPS growth+41.0%
Multiple rerating-36.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.8%

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.