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KAMAHOLD.BO$2641.25+1.39%
Fair $2641.25+0.0%

KAMAHOLD.BO

KAMA Holdings Limited

Industrials / ConglomeratesBSE

$2641.25

+36.30 (+1.39%)

Fairly Valued+0.0%Fair Value $2641.25Fund rank 27/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

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 $7.4B · quality 44.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

48/100

C

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · KAMAHOLD.BOLocal privado en este navegador · KAMA 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

$84.8B

P/E

9.1x

↓

EV/EBITDA

3.8x

↓

ROE

11.6%

↑

Gross Margin

41.1%

↑

Debt/Equity

0.63

↑
52-Week Range$2641
$2350$3266

TradingView lightweight chart

KAMAHOLD.BO price, volumen y niveles de valoración

Último $2,641Periodo +73268.1%
Fair value: $2,641

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

+1.9%

FCF CAGR

+655.2%

FCF margin

4.7%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $155.73B · net income $9.31B · FCF $7.37B

2023-FY → 2026-FY

Gross margin

41.1%+2.0% pts

Operating margin

17.7%-3.2% pts

Net margin

6.0%-2.6% pts

FCF margin

4.7%+4.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$155.73B$155.73B$144.97B$130.10B$146.97B
Net Income$9.31B$9.31B$6.32B$8.74B$12.54B
EBITDA$34.47B$34.47B$28.62B$28.60B$37.30B
EPS——196.86272.27390.31
Gross Margin41.1%41.1%37.6%37.4%39.1%
Operating Margin17.7%17.7%14.2%15.4%20.9%
Net Margin6.0%6.0%4.4%6.7%8.5%
Balance Sheet
Debt/Equity0.630.630.650.760.78
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$7.37B$7.37B$12.98B$-926.7M$17.1M
Returns
ROE11.6%11.6%8.7%13.2%21.9%
Valuation
P/E9.119.1113.0210.056.25
EV/EBITDA3.763.764.404.633.13
P/B1.061.061.141.331.37
Growth & Yield
Revenue Growth7.4%7.4%11.4%-11.5%—
EPS Growth——-27.7%-30.2%—
Dividend Yield1.8%1.8%———

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 -1.0%

Total return

-1.0%

Start / end P/E

n/dx → n/dx

EPS bridge

196.86 → n/d

Residual

-2.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term-2.7%

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.