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KAMOPAINTS.BO$5.14-1.15%
Fair $5.14+0.0%

KAMOPAINTS.BO

Kamdhenu Ventures Limited

Basic Materials / SteelBSE

$5.14

-0.06 (-1.15%)

Fairly Valued+0.0%Fair Value $5.14Fund rank 26/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-24.7M · quality 45.0/100

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

41/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is 0.1%, below the 5% threshold
Thesis & Journal · KAMOPAINTS.BOLocal privado en este navegador · Kamdhenu Ventures 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

$1.7B

P/E

5.2x

↓

EV/EBITDA

17.1x

↑

ROE

0.1%

↑

Gross Margin

42.0%

↑

Debt/Equity

0.19

↓
52-Week Range$5
$4$12

TradingView lightweight chart

KAMOPAINTS.BO price, volumen y niveles de valoración

Último $5.140Periodo -71.2%
Fair value: $5.140

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

—

FCF margin

0.7%

FCF / Net income

8.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.45B · net income $2.0M · FCF $17.7M

2023-FY → 2026-FY

Gross margin

42.0%+7.9% pts

Operating margin

1.5%+3.2% pts

Net margin

0.1%+4.4% pts

FCF margin

0.7%+2.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.45B$2.45B$2.66B$2.92B$2.60B
Net Income$2.0M$2.0M$66.6M$138.5M$-112.7M
EBITDA$103.7M$103.7M$173.8M$232.7M$-957000.00
EPS0.010.010.210.44-2.68
Gross Margin42.0%42.0%44.1%45.1%34.2%
Operating Margin1.5%1.5%4.4%6.7%-1.8%
Net Margin0.1%0.1%2.5%4.7%-4.3%
Balance Sheet
Debt/Equity0.190.190.160.130.71
Current Ratio2.512.51———
Cash Flow
Free Cash Flow$17.7M$17.7M$-24.7M$-216.8M$-32.3M
Returns
ROE0.1%0.1%4.0%8.7%-14.0%
Valuation
P/E5.195.1947.1987.11—
EV/EBITDA17.0817.0819.1952.10—
P/B0.900.901.887.531.19
Growth & Yield
Revenue Growth-7.8%-7.8%-8.8%12.4%—
EPS Growth-95.2%-95.2%-52.3%116.4%—

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

257.3%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

-352.5%

5Y implied EPS CAGR

123.0%

muy exigente

EPS terminal req.

$0.55

Spread vs growth

-218.3%

10Y implied EPS CAGR

56.6%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-151.9%

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 -56.9%

Total return

-56.9%

Start / end P/E

56.8x → 514.0x

EPS bridge

0.21 → 0.01

Residual

-766.5%

EPS growth-95.2%
Multiple rerating+804.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-766.5%

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.