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IGARASHI.BO$373.35-0.24%
Fair $373.35+0.0%

IGARASHI.BO

Igarashi Motors India Limited

Consumer Cyclical / Auto PartsBSE

$373.35

-0.90 (-0.24%)

Fairly Valued+0.0%Fair Value $373.35Fund rank 25/100 · Data gapFallback financials|
SA 44/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $39.2M · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

44/100

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: 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 2.6%, below the 5% threshold
Thesis & Journal · IGARASHI.BOLocal privado en este navegador · Igarashi Motors India 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

$11.8B

P/E

97.0x

↑

EV/EBITDA

15.6x

↑

ROE

2.6%

↓

Gross Margin

34.6%

↑

Debt/Equity

0.31

↓
52-Week Range$373
$272$665

TradingView lightweight chart

IGARASHI.BO price, volumen y niveles de valoración

Último $373.35Periodo +828.2%
Fair value: $373.35

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

+10.8%

FCF CAGR

—

FCF margin

1.6%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.66B · net income $121.5M · FCF $139.8M

2023-FY → 2026-FY

Gross margin

34.6%+5.4% pts

Operating margin

3.0%+0.1% pts

Net margin

1.4%+0.6% pts

FCF margin

1.6%+1.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.66B$8.66B$8.38B$7.06B$6.36B
Net Income$121.5M$121.5M$241.7M$95.7M$52.4M
EBITDA$845.1M$845.1M$974.3M$731.8M$640.6M
EPS3.863.867.683.041.66
Gross Margin34.6%34.6%35.4%29.8%29.2%
Operating Margin3.0%3.0%5.2%3.7%2.9%
Net Margin1.4%1.4%2.9%1.4%0.8%
Balance Sheet
Debt/Equity0.310.310.330.310.27
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$139.8M$139.8M$39.2M$-33.7M$-20.1M
Returns
ROE2.6%2.6%5.2%2.1%1.2%
Valuation
P/E96.9796.9757.14153.04223.52
EV/EBITDA15.5815.5815.7021.8420.04
P/B2.522.522.973.282.66
Growth & Yield
Revenue Growth3.3%3.3%18.7%11.1%—
EPS Growth-49.7%-49.7%152.6%83.1%—
Dividend Yield0.7%0.7%———

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

104.7%

muy exigente

EPS terminal req.

$33.13

Spread vs growth

-154.5%

5Y implied EPS CAGR

59.7%

muy exigente

EPS terminal req.

$40.09

Spread vs growth

-109.4%

10Y implied EPS CAGR

32.5%

muy exigente

EPS terminal req.

$64.56

Spread vs growth

-82.3%

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 -21.6%

Total return

-21.6%

Start / end P/E

62.5x → 96.7x

EPS bridge

7.68 → 3.86

Residual

-27.2%

EPS growth-49.7%
Multiple rerating+54.7%
Dividend+0.7%
Residual / FX / buybacks / cross-term-27.2%

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.