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LASITE.MX$5.00-2.72%
Fair $5.00+0.0%

LASITE.MX

Sitios Latinoamérica, S.A.B. de C.V.

Industrials / Engineering & ConstructionMexico

$5.00

-0.14 (-2.72%)

Fairly Valued+0.0%Fair Value $5.00Fund rank 23/100 · Data gapFallback financials|
SA 32/D
F-Score: 6/9
High Debt

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 $6.6B · quality 32.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

32/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 1unknown: 5
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. Debt-to-Equity ratio is 12.66, above the 2.0 threshold
Thesis & Journal · LASITE.MXLocal privado en este navegador · Sitios Latinoamérica, S.A.B. de C.V.
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

$23.8B

P/E

10.6x

↓

EV/EBITDA

5.2x

↓

ROE

36.2%

↑

Gross Margin

98.9%

↑

Debt/Equity

12.66

↑
52-Week Range$5
$3$6

TradingView lightweight chart

LASITE.MX price, volumen y niveles de valoración

Último $5.000Periodo -51.0%
Fair value: $5.000

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+7.8%

FCF CAGR

—

FCF margin

67.7%

FCF / Net income

4.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.42B · net income $2.23B · FCF $11.11B

2021-FY → 2025-FY

Gross margin

98.9%+4.0% pts

Operating margin

42.2%+6.0% pts

Net margin

13.6%+22.6% pts

FCF margin

67.7%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$16.42B$16.42B$15.23B$13.13B—$12.14B
Net Income$2.23B$2.23B$-4.16B$-1.99B—$-1.10B
EBITDA$18.90B$18.90B$12.79B$13.36B—$9.55B
EPS0.520.52-0.98-0.60—-0.33
Gross Margin98.9%98.9%99.0%97.4%—94.9%
Operating Margin42.2%42.2%37.4%30.6%—36.2%
Net Margin13.6%13.6%-27.3%-15.2%—-9.1%
Balance Sheet
Debt/Equity12.6612.668.0292.8717.06—
Current Ratio0.870.87————
Cash Flow
Free Cash Flow$11.11B$11.11B$6.61B$2.16B——
Returns
ROE36.2%36.2%-40.9%-252.5%——
Valuation
P/E10.6410.64————
EV/EBITDA5.185.187.367.06——
P/B3.463.461.3728.508.53—
Growth & Yield
Revenue Growth7.8%7.8%16.0%———
EPS Growth153.6%153.6%-61.5%———

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

-5.3%

fácil

EPS terminal req.

$0.44

Spread vs growth

158.9%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$0.54

Spread vs growth

153.0%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$0.86

Spread vs growth

148.4%

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 +60.3%

Total return

+60.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.98 → 0.52

Residual

+60.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+60.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.