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KRONOX.BO$133.85-0.70%
Fair $133.85+0.0%

KRONOX.BO

KRONOX.BO

Basic Materials / Specialty ChemicalsBSE

$133.85

-0.95 (-0.70%)

Fairly Valued+0.0%Fair Value $133.85Fund rank 34/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $205.9M · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

46/100

C

Piotroski

4/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · KRONOX.BOLocal privado en este navegador · KRONOX.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

$5.0B

P/E

18.0x

↑

EV/EBITDA

12.6x

↑

ROE

23.8%

↑

Gross Margin

54.0%

↑

Debt/Equity

0.01

↓
52-Week Range$134
$96$207

TradingView lightweight chart

KRONOX.BO price, volumen y niveles de valoración

Último $133.85Periodo -16.0%
Fair value: $133.85

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

+22.3%

FCF margin

20.3%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $276.6M · FCF $205.9M

2023-FY → 2026-FY

Gross margin

54.0%+11.4% pts

Operating margin

31.8%+10.4% pts

Net margin

27.3%+9.9% pts

FCF margin

20.3%+8.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1.01B$1.01B$1.00B$898.6M$955.8M
Net Income$276.6M$276.6M$254.7M$213.5M$166.2M
EBITDA$394.6M$394.6M$356.5M$299.0M$239.2M
EPS7.457.456.865.754.48
Gross Margin54.0%54.0%50.6%49.0%42.6%
Operating Margin31.8%31.8%31.7%30.5%21.4%
Net Margin27.3%27.3%25.4%23.8%17.4%
Balance Sheet
Debt/Equity0.010.01———
Current Ratio7.617.61———
Cash Flow
Free Cash Flow$205.9M$205.9M$275.9M$51.4M$112.5M
Returns
ROE23.8%23.8%28.3%32.2%37.2%
Valuation
P/E17.9717.9720.89——
EV/EBITDA12.5612.5614.84——
P/B4.284.285.91——
Growth & Yield
Revenue Growth1.0%1.0%11.5%-6.0%—
EPS Growth8.6%8.6%19.3%28.5%—
Dividend Yield0.4%0.4%———

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

16.8%

exigente

EPS terminal req.

$11.88

Spread vs growth

-8.2%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$14.37

Spread vs growth

-5.4%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$23.14

Spread vs growth

-3.4%

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 -9.2%

Total return

-9.2%

Start / end P/E

21.6x → 18.0x

EPS bridge

6.86 → 7.45

Residual

-1.4%

EPS growth+8.6%
Multiple rerating-16.7%
Dividend+0.4%
Residual / FX / buybacks / cross-term-1.4%

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.