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LAL.BO$7.49-0.99%
Fair $7.49+0.0%

LAL.BO

Lorenzini Apparels Limited

Consumer Cyclical / Apparel ManufacturingBSE

$7.49

-0.07 (-0.99%)

Fairly Valued+0.0%Fair Value $7.49Fund rank 28/100 · Data gapFallback financials|
SA 41/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 20%

FCF escenarios

weak_data · normalized FCF $6.9M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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: 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 · LAL.BOLocal privado en este navegador · Lorenzini Apparels 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

$1.3B

P/E

22.0x

↑

EV/EBITDA

11.8x

↑

ROE

12.3%

↑

Gross Margin

35.2%

↑

Debt/Equity

0.20

↓
52-Week Range$7
$6$14

TradingView lightweight chart

LAL.BO price, volumen y niveles de valoración

Último $7.000Periodo +1069.5%
Fair value: $7.490

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

+37.4%

FCF CAGR

—

FCF margin

-8.4%

FCF / Net income

-0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $634.2M · net income $58.4M · FCF $-53.4M

2022-FY → 2025-FY

Gross margin

35.2%-12.1% pts

Operating margin

13.2%+7.3% pts

Net margin

9.2%+8.7% pts

FCF margin

-8.4%-18.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$634.2M$634.2M$547.6M$437.6M$244.4M
Net Income$58.4M$58.4M$53.0M$25.2M$1.2M
EBITDA$118.1M$118.1M$122.1M$79.2M$33.1M
EPS0.340.340.322.480.01
Gross Margin35.2%35.2%38.2%44.3%47.3%
Operating Margin13.2%13.2%13.1%12.8%5.9%
Net Margin9.2%9.2%9.7%5.8%0.5%
Balance Sheet
Debt/Equity0.200.200.621.031.13
Cash Flow
Free Cash Flow$-53.4M$-53.4M$13.0M$6.9M$24.2M
Returns
ROE12.3%12.3%20.4%16.4%0.9%
Valuation
P/E22.0322.0388.412.8790.00
EV/EBITDA11.7511.7539.652.897.63
P/B2.722.7218.040.470.85
Growth & Yield
Revenue Growth15.8%15.8%25.1%79.0%—
EPS Growth6.3%6.3%-87.1%31838.2%—

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

25.0%

muy exigente

EPS terminal req.

$0.66

Spread vs growth

-18.8%

5Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$0.80

Spread vs growth

-12.5%

10Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$1.30

Spread vs growth

-8.1%

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 -40.5%

Total return

-40.5%

Start / end P/E

36.8x → 20.6x

EPS bridge

0.32 → 0.34

Residual

-2.8%

EPS growth+6.3%
Multiple rerating-44.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.8%

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.