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JFL.BO$27.60-0.11%
Fair $27.60+0.0%

JFL.BO

JFL.BO

Consumer Defensive / Packaged FoodsBSE

$27.60

-0.03 (-0.11%)

Fairly Valued+0.0%Fair Value $27.60Fund rank 25/100 · Data gapFallback financials|
SA 49/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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $92.6M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

49/100

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 · JFL.BOLocal privado en este navegador · JFL.BO
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

$421M

P/E

7.0x

↓

EV/EBITDA

5.9x

↓

ROE

13.7%

↑

Gross Margin

8.2%

↓

Debt/Equity

0.22

↓
52-Week Range$28
$26$73

TradingView lightweight chart

JFL.BO price, volumen y niveles de valoración

Último $27.60Periodo -65.2%
Fair value: $27.60

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

+147.3%

FCF CAGR

+75.9%

FCF margin

5.3%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.75B · net income $60.4M · FCF $92.6M

2023-FY → 2026-FY

Gross margin

8.2%+19.0% pts

Operating margin

4.3%-20.7% pts

Net margin

3.4%+4.2% pts

FCF margin

5.3%-9.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.75B$1.75B$852.1M$254.0M$115.8M
Net Income$60.4M$60.4M$60.1M$242.2M$-914000.00
EBITDA$86.5M$86.5M$79.6M$249.0M$4.4M
EPS——4.4123.60-0.09
Gross Margin8.2%8.2%14.6%-0.5%-10.8%
Operating Margin4.3%4.3%7.0%-12.0%24.9%
Net Margin3.4%3.4%7.1%95.3%-0.8%
Balance Sheet
Debt/Equity0.220.221.07-2.77-1.20
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$92.6M$92.6M$-393.8M$225.8M$17.0M
Returns
ROE13.7%13.7%22.2%-451.8%0.3%
Valuation
P/E6.976.9711.434.01—
EV/EBITDA5.885.8812.154.4595.02
P/B0.960.962.53——
Growth & Yield
Revenue Growth105.6%105.6%235.4%119.3%—
EPS Growth——-81.3%26322.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -47.0%

Total return

-47.0%

Start / end P/E

n/dx → n/dx

EPS bridge

4.41 → n/d

Residual

-47.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-47.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.