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IVP.BO$173.30+1.55%
Fair $173.30+0.0%

IVP.BO

IVP Limited

Basic Materials / Specialty ChemicalsBSE

$173.30

+2.65 (+1.55%)

Fairly Valued+0.0%Fair Value $173.30Fund rank 32/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

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 25%

FCF escenarios

weak_data · normalized FCF $418.4M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

57/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · IVP.BOLocal privado en este navegador · IVP 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

$1.8B

P/E

9.6x

↓

EV/EBITDA

6.3x

↓

ROE

11.9%

↑

Gross Margin

20.7%

↑

Debt/Equity

0.42

↑
52-Week Range$173
$111$207

TradingView lightweight chart

IVP.BO price, volumen y niveles de valoración

Último $173.30Periodo +441.6%
Fair value: $173.30

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

-3.4%

FCF CAGR

+12.5%

FCF margin

8.4%

FCF / Net income

2.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.95B · net income $186.8M · FCF $499.1M

2023-FY → 2026-FY

Gross margin

20.7%+4.0% pts

Operating margin

4.8%-0.7% pts

Net margin

3.1%-1.1% pts

FCF margin

8.4%+3.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.95B$5.95B$5.39B$5.45B$6.60B
Net Income$186.8M$186.8M$113.1M$122.8M$280.2M
EBITDA$385.2M$385.2M$287.8M$308.7M$553.9M
EPS18.0918.0910.9611.8927.13
Gross Margin20.7%20.7%19.6%18.3%16.7%
Operating Margin4.8%4.8%3.6%4.3%5.6%
Net Margin3.1%3.1%2.1%2.3%4.2%
Balance Sheet
Debt/Equity0.420.420.750.691.01
Cash Flow
Free Cash Flow$499.1M$499.1M$-72.8M$418.4M$350.6M
Returns
ROE11.9%11.9%8.1%9.5%23.6%
Valuation
P/E9.589.5814.2915.814.56
EV/EBITDA6.266.269.219.124.46
P/B1.141.141.161.501.08
Growth & Yield
Revenue Growth10.3%10.3%-1.2%-17.3%—
EPS Growth65.1%65.1%-7.8%-56.2%—
Dividend Yield0.6%0.6%———

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

-5.3%

fácil

EPS terminal req.

$15.38

Spread vs growth

70.3%

5Y implied EPS CAGR

0.6%

fácil

EPS terminal req.

$18.61

Spread vs growth

64.5%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$29.97

Spread vs growth

59.9%

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 -7.4%

Total return

-7.4%

Start / end P/E

17.2x → 9.6x

EPS bridge

10.96 → 18.09

Residual

-28.8%

EPS growth+65.1%
Multiple rerating-44.3%
Dividend+0.6%
Residual / FX / buybacks / cross-term-28.8%

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.