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v0.1
IZMO.NS$788.40+4.99%
Fair $788.40+0.0%

IZMO.NS

IZMO Limited

Technology / Software - ApplicationNSE

$788.40

+37.50 (+4.99%)

Fairly Valued+0.0%Fair Value $788.40Fund rank 26/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 $-84.3M · quality 44.7/100

Data gap 26/100
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

56/100

C

Piotroski

5/9

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 · IZMO.NSLocal privado en este navegador · IZMO 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

24.7x

↑

EV/EBITDA

17.5x

↑

ROE

11.6%

↑

Gross Margin

59.6%

↑

Debt/Equity

0.01

↓
52-Week Range$788
$295$1375

TradingView lightweight chart

IZMO.NS price, volumen y niveles de valoración

Último $788.40Periodo +225.7%
Fair value: $788.40

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

+22.8%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.85B · net income $475.6M · FCF $-84.3M

2023-FY → 2026-FY

Gross margin

59.6%+4.7% pts

Operating margin

12.2%+0.1% pts

Net margin

16.7%+3.7% pts

FCF margin

-3.0%-2.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.85B$2.85B$2.25B$1.87B$1.54B
Net Income$475.6M$475.6M$488.8M$260.5M$200.2M
EBITDA$668.4M$668.4M$711.7M$432.4M$326.7M
EPS31.8931.8933.9019.3014.96
Gross Margin59.6%59.6%48.1%52.7%54.9%
Operating Margin12.2%12.2%9.7%13.6%12.0%
Net Margin16.7%16.7%21.8%13.9%13.0%
Balance Sheet
Debt/Equity0.010.010.030.030.04
Current Ratio2.622.62———
Cash Flow
Free Cash Flow$-84.3M$-84.3M$-289.3M$11.8M$-381000.00
Returns
ROE11.6%11.6%13.6%8.5%7.3%
Valuation
P/E24.7124.718.2017.838.33
EV/EBITDA17.5217.525.4510.555.08
P/B2.882.881.121.520.61
Growth & Yield
Revenue Growth26.8%26.8%20.3%21.4%—
EPS Growth-5.9%-5.9%75.6%29.0%—

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

29.9%

muy exigente

EPS terminal req.

$69.96

Spread vs growth

-35.9%

5Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$84.65

Spread vs growth

-27.5%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$136.33

Spread vs growth

-21.6%

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 +160.8%

Total return

+160.8%

Start / end P/E

8.9x → 24.7x

EPS bridge

33.90 → 31.89

Residual

-10.5%

EPS growth-5.9%
Multiple rerating+177.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.5%

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.