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Financial Analysis

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IMC.WA$40.95-0.61%
Fair $40.95+0.0%

IMC.WA

IMC S.A.

Consumer Defensive / Farm ProductsWarsaw

$40.95

-0.25 (-0.61%)

Fairly Valued+0.0%Fair Value $40.95Fund rank 30/100 · Data gapFallback financials|
SA 67/B
F-Score: 7/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $60.4M · quality 55.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

67/100

B

Piotroski

7/9

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 · IMC.WALocal privado en este navegador · IMC 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

$1.5B

P/E

6.5x

↓

EV/EBITDA

15.8x

↑

ROE

32.5%

↑

Gross Margin

54.1%

↑

Debt/Equity

0.64

↑
52-Week Range$41
$20$46

TradingView lightweight chart

IMC.WA price, volumen y niveles de valoración

Último $40.95Periodo +270.6%
Fair value: $40.95

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

+18.7%

FCF CAGR

+83.2%

FCF margin

31.7%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $190.5M · net income $67.9M · FCF $60.4M

2022-FY → 2025-FY

Gross margin

54.1%+8.1% pts

Operating margin

39.1%+24.7% pts

Net margin

35.7%+36.5% pts

FCF margin

31.7%+23.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$190.5M$190.5M$211.3M$139.5M$114.0M
Net Income$67.9M$67.9M$54.9M$-20.8M$-957000.00
EBITDA$97.8M$97.8M$83.0M$3.2M$26.6M
EPS1.911.911.55-0.59-0.03
Gross Margin54.1%54.1%51.6%15.8%46.0%
Operating Margin39.1%39.1%31.0%-8.6%14.3%
Net Margin35.7%35.7%26.0%-14.9%-0.8%
Balance Sheet
Debt/Equity0.640.640.701.111.08
Current Ratio4.344.34———
Cash Flow
Free Cash Flow$60.4M$60.4M$68.0M$-63000.00$9.8M
Returns
ROE32.5%32.5%30.1%-14.6%-0.6%
Valuation
P/E6.526.5210.32——
EV/EBITDA15.7715.777.85145.4026.58
P/B6.946.943.112.273.77
Growth & Yield
Revenue Growth-9.8%-9.8%51.5%22.3%—
EPS Growth23.2%23.2%362.7%-1866.7%—
Dividend Yield10.7%10.7%———

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

23.9%

exigente

EPS terminal req.

$3.63

Spread vs growth

-0.7%

5Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$4.40

Spread vs growth

5.1%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$7.08

Spread vs growth

9.2%

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 +56.9%

Total return

+56.9%

Start / end P/E

18.1x → 21.4x

EPS bridge

1.55 → 1.91

Residual

+4.3%

EPS growth+23.2%
Multiple rerating+18.7%
Dividend+10.7%
Residual / FX / buybacks / cross-term+4.3%

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.