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JSWHL.BO$12868.70+4.31%
Fair $12868.70+0.0%

JSWHL.BO

JSW Holdings Limited

Industrials / ConglomeratesBSE

$12868.70

+542.25 (+4.31%)

Fairly Valued+0.0%Fair Value $12868.70Fund rank 33/100 · Data gapFallback financials|
SA 17/F
F-Score: 2/9
Low Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 68.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

17/100

F

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 0.4%, below the 5% threshold
Thesis & Journal · JSWHL.BOLocal privado en este navegador · JSW Holdings 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

$142.8B

P/E

97.1x

↑

EV/EBITDA

86.3x

↑

ROE

0.4%

↓

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$12869
$11264$24300

TradingView lightweight chart

JSWHL.BO price, volumen y niveles de valoración

Último $13,116Periodo +4669.4%
Fair value: $12,869

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

-23.9%

FCF CAGR

-22.3%

FCF margin

77.9%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.79B · net income $1.47B · FCF $1.40B

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

92.2%-6.4% pts

Net margin

81.7%+0.2% pts

FCF margin

77.9%+4.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.79B$1.79B$2.48B$1.70B$4.07B
Net Income$1.47B$1.47B$1.96B$1.56B$3.31B
EBITDA$1.65B$1.65B$2.34B$1.57B$4.01B
EPS——176.43140.15298.65
Gross Margin——99.7%99.8%99.7%
Operating Margin92.2%92.2%94.3%92.9%98.5%
Net Margin81.7%81.7%78.9%91.7%81.5%
Cash Flow
Free Cash Flow$1.40B$1.40B$1.69B$1.15B$2.98B
Returns
ROE0.4%0.4%0.6%0.6%1.7%
Valuation
P/E97.1497.14148.1551.1813.04
EV/EBITDA86.3286.32123.9550.5210.78
P/B0.430.430.930.310.22
Growth & Yield
Revenue Growth-27.7%-27.7%46.3%-58.3%—
EPS Growth——25.9%-53.1%—

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

Margins (%)

Returns (%)

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 -45.4%

Total return

-45.4%

Start / end P/E

n/dx → n/dx

EPS bridge

176.43 → n/d

Residual

-45.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-45.4%

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.