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JBMA.BO$648.35+0.19%
Fair $648.35+0.0%

JBMA.BO

JBM Auto Limited

Consumer Cyclical / Auto PartsBSE

$648.35

+1.20 (+0.19%)

Fairly Valued+0.0%Fair Value $648.35Fund rank 18/100 · Data gapFallback financials|
SA 39/D
F-Score: 2/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-228.1M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

39/100

D

Piotroski

2/9

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. Debt-to-Equity ratio is 2.04, above the 2.0 threshold
Thesis & Journal · JBMA.BOLocal privado en este navegador · JBM Auto 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

$153.3B

P/E

200.1x

↑

EV/EBITDA

22.9x

↑

ROE

14.2%

↑

Gross Margin

32.2%

↑

Debt/Equity

2.04

↑
52-Week Range$648
$477$790

TradingView lightweight chart

JBMA.BO price, volumen y niveles de valoración

Último $648.35Periodo +22596.3%
Fair value: $648.35

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

+19.9%

FCF CAGR

—

FCF margin

-5.9%

FCF / Net income

-1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.88B · net income $2.19B · FCF $-3.62B

2023-FY → 2026-FY

Gross margin

32.2%+12.4% pts

Operating margin

8.7%+0.9% pts

Net margin

3.6%+0.1% pts

FCF margin

-5.9%-1.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$60.88B$60.88B$54.72B$47.23B$35.29B
Net Income$2.19B$2.19B$2.02B$1.79B$1.24B
EBITDA$8.02B$8.02B$6.95B$5.98B$4.21B
EPS9.259.258.547.565.26
Gross Margin32.2%32.2%32.3%22.2%19.8%
Operating Margin8.7%8.7%9.2%8.8%7.8%
Net Margin3.6%3.6%3.7%3.8%3.5%
Balance Sheet
Debt/Equity2.042.041.951.821.65
Cash Flow
Free Cash Flow$-3.62B$-3.62B$2.72B$-228.1M$-1.43B
Returns
ROE14.2%14.2%14.9%15.3%12.1%
Valuation
P/E200.11200.1171.25117.3069.41
EV/EBITDA22.9222.9224.3438.5624.51
P/B9.979.9710.6517.968.38
Growth & Yield
Revenue Growth11.3%11.3%15.9%33.8%—
EPS Growth8.3%8.3%13.0%43.7%—
Dividend Yield0.1%0.1%———

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

83.9%

muy exigente

EPS terminal req.

$57.53

Spread vs growth

-75.6%

5Y implied EPS CAGR

49.7%

muy exigente

EPS terminal req.

$69.61

Spread vs growth

-41.4%

10Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$112.11

Spread vs growth

-20.0%

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 -11.2%

Total return

-11.2%

Start / end P/E

85.6x → 70.1x

EPS bridge

8.54 → 9.25

Residual

-1.5%

EPS growth+8.3%
Multiple rerating-18.1%
Dividend+0.1%
Residual / FX / buybacks / cross-term-1.5%

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.