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KEPL3.SA$6.41-1.23%
Fair $6.41+0.0%

KEPL3.SA

Kepler Weber S.A.

Industrials / Farm & Heavy Construction MachinerySão Paulo

$6.41

-0.08 (-1.23%)

Fairly Valued+0.0%Fair Value $6.41Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
Margin Compression

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 $152.9M · quality 67.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

40/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · KEPL3.SALocal privado en este navegador · Kepler Weber S.A.
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

$1.1B

P/E

7.5x

↓

EV/EBITDA

4.0x

↓

ROE

20.2%

↑

Gross Margin

24.3%

↓

Debt/Equity

0.40

↑
52-Week Range$6
$6$11

TradingView lightweight chart

KEPL3.SA price, volumen y niveles de valoración

Último $6.410Periodo -23.1%
Fair value: $6.410

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-6.4%

FCF CAGR

-44.1%

FCF margin

3.4%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.49B · net income $156.3M · FCF $51.1M

2022-FY → 2025-FY

Gross margin

24.3%-12.2% pts

Operating margin

13.2%-15.3% pts

Net margin

10.5%-10.6% pts

FCF margin

3.4%-12.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.49B$1.49B$1.61B$1.51B$1.82B
Net Income$156.3M$156.3M$199.2M$245.2M$382.5M
EBITDA$275.4M$275.4M$359.0M$367.4M$567.4M
EPS0.900.901.131.372.77
Gross Margin24.3%24.3%29.9%29.7%36.5%
Operating Margin13.2%13.2%18.0%20.3%28.6%
Net Margin10.5%10.5%12.4%16.2%21.1%
Balance Sheet
Debt/Equity0.400.400.450.270.29
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$51.1M$51.1M$152.9M$206.7M$292.2M
Returns
ROE20.2%20.2%26.9%33.8%64.0%
Valuation
P/E7.547.548.087.493.44
EV/EBITDA4.034.034.344.642.17
P/B1.441.442.172.532.20
Growth & Yield
Revenue Growth-7.3%-7.3%6.3%-16.7%—
EPS Growth-20.2%-20.2%-18.0%-50.4%—
Dividend Yield8.3%8.3%———

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

-14.2%

fácil

EPS terminal req.

$0.57

Spread vs growth

-6.0%

5Y implied EPS CAGR

-5.2%

fácil

EPS terminal req.

$0.69

Spread vs growth

-14.9%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$1.11

Spread vs growth

-22.3%

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 -12.7%

Total return

-12.7%

Start / end P/E

7.2x → 7.1x

EPS bridge

1.13 → 0.90

Residual

+0.2%

EPS growth-20.2%
Multiple rerating-1.1%
Dividend+8.3%
Residual / FX / buybacks / cross-term+0.2%

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.