StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
IRBR3.SA$51.36-0.47%
Fair $51.36+0.0%

IRBR3.SA

IRB-Brasil Resseguros S.A.

Financial Services / Insurance - ReinsuranceSão Paulo

$51.36

-0.24 (-0.47%)

Fairly Valued+0.0%Fair Value $51.36Fund rank 28/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9

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 9.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

36/100

D

Piotroski

3/9

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 · IRBR3.SALocal privado en este navegador · IRB-Brasil Resseguros 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

$4.2B

P/E

12.0x

↓

EV/EBITDA

N/A

•

ROE

7.4%

↑

Gross Margin

N/A

•

Debt/Equity

0.05

↓
52-Week Range$51
$43$67

TradingView lightweight chart

IRBR3.SA price, volumen y niveles de valoración

Último $51.36Periodo -77.1%
Fair value: $51.36

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

—

FCF CAGR

—

FCF margin

17.0%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.24B · net income $390.9M · FCF $210.4M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

31.6%+0.5% pts

FCF margin

17.0%-78.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.24B$1.24B$1.45B$-325.7M$-1.35B
Net Income$390.9M$390.9M$805.7M$-123.9M$-420.7M
EPS4.784.789.85-1.51-10.06
Net Margin31.6%31.6%55.7%38.0%31.1%
Balance Sheet
Debt/Equity0.050.050.100.130.21
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$210.4M$210.4M$59.0M$402.4M$-1.30B
Returns
ROE7.4%7.4%16.4%-2.9%-9.7%
Valuation
P/E11.9711.974.27——
P/B0.800.800.700.790.56
Growth & Yield
Revenue Growth-14.5%-14.5%544.5%75.9%—
EPS Growth-51.5%-51.5%752.3%85.0%—
Dividend Yield3.1%3.1%———

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

-1.6%

fácil

EPS terminal req.

$4.56

Spread vs growth

-49.9%

5Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$5.51

Spread vs growth

-54.4%

10Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$8.88

Spread vs growth

-57.9%

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 +9.4%

Total return

+9.4%

Start / end P/E

4.9x → 10.7x

EPS bridge

9.85 → 4.78

Residual

-61.3%

EPS growth-51.5%
Multiple rerating+119.2%
Dividend+3.1%
Residual / FX / buybacks / cross-term-61.3%

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.