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KSE.BO$190.40+0.31%
Fair $190.40+0.0%

KSE.BO

KSE Limited

Consumer Defensive / Packaged FoodsBSE

$190.40

+0.60 (+0.31%)

Fairly Valued+0.0%Fair Value $190.40Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 $452.7M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

43/100

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: 0unknown: 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.
Thesis & Journal · KSE.BOLocal privado en este navegador · KSE 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

$6.1B

P/E

7.2x

↓

EV/EBITDA

4.9x

↓

ROE

24.0%

↑

Gross Margin

17.4%

↓

Debt/Equity

0.07

↓
52-Week Range$190
$174$285

TradingView lightweight chart

KSE.BO price, volumen y niveles de valoración

Último $192.30Periodo +1716.7%
Fair value: $190.40

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

+1.4%

FCF CAGR

+29.0%

FCF margin

2.7%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.80B · net income $840.4M · FCF $452.7M

2023-FY → 2026-FY

Gross margin

17.4%+10.8% pts

Operating margin

6.0%+6.5% pts

Net margin

5.0%+5.1% pts

FCF margin

2.7%+1.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$16.80B$16.80B$16.50B$16.83B$16.10B
Net Income$840.4M$840.4M$913.1M$176.1M$-23.8M
EBITDA$1.25B$1.25B$1.31B$318.1M$34.4M
EPS26.2626.26285.3455.03-7.44
Gross Margin17.4%17.4%17.8%8.5%6.6%
Operating Margin6.0%6.0%6.9%1.6%-0.5%
Net Margin5.0%5.0%5.5%1.0%-0.1%
Balance Sheet
Debt/Equity0.070.070.080.090.09
Current Ratio8.428.42———
Cash Flow
Free Cash Flow$452.7M$452.7M$1.27B$-234.7M$210.8M
Returns
ROE24.0%24.0%30.8%7.8%-1.1%
Valuation
P/E7.257.250.673.19—
EV/EBITDA4.864.864.702.0918.77
P/B1.741.742.050.250.26
Growth & Yield
Revenue Growth1.9%1.9%-2.0%4.6%—
EPS Growth-90.8%-90.8%418.5%839.7%—
Dividend Yield6.5%6.5%———

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

-13.7%

fácil

EPS terminal req.

$16.89

Spread vs growth

-77.1%

5Y implied EPS CAGR

-4.9%

fácil

EPS terminal req.

$20.44

Spread vs growth

-85.9%

10Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$32.92

Spread vs growth

-93.1%

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 +3.2%

Total return

+3.2%

Start / end P/E

0.7x → 7.3x

EPS bridge

285.34 → 26.26

Residual

-862.8%

EPS growth-90.8%
Multiple rerating+950.2%
Dividend+6.5%
Residual / FX / buybacks / cross-term-862.8%

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.