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LEDE.BA$768.00+2.81%
Fair $768.00+0.0%

LEDE.BA

Ledesma Sociedad Anónima Agrícola Industrial

Industrials / ConglomeratesBuenos Aires

$768.00

+21.00 (+2.81%)

Fairly Valued+0.0%Fair Value $768.00Fund rank 30/100 · Data gapFallback financials|
SA 32/D
F-Score: 0/9
Low Profitability

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 $63.8B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

0/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -5.9%, below the 5% threshold
Thesis & Journal · LEDE.BALocal privado en este navegador · Ledesma Sociedad Anónima Agrícola Industrial
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

$336.5B

P/E

N/A

•

EV/EBITDA

33.9x

↑

ROE

-5.9%

↓

Gross Margin

23.4%

↓

Debt/Equity

0.38

↑
52-Week Range$768
$0$1220

TradingView lightweight chart

LEDE.BA price, volumen y niveles de valoración

Último $747.00Periodo +42103.4%
Fair value: $768.00

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

+71.6%

FCF CAGR

—

FCF margin

-10.6%

FCF / Net income

3.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $831.95B · net income $-25.18B · FCF $-88.51B

2022-FY → 2025-FY

Gross margin

23.4%-8.7% pts

Operating margin

-2.3%-11.4% pts

Net margin

-3.0%-10.4% pts

FCF margin

-10.6%-14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$831.95B$831.95B$1048.88B$666.83B$164.77B
Net Income$-25.18B$-25.18B$56.19B$51.03B$12.08B
EBITDA$14.45B$14.45B$202.92B$104.31B$32.25B
EPS——127.78116.0527.47
Gross Margin23.4%23.4%34.7%33.1%32.2%
Operating Margin-2.3%-2.3%12.5%8.3%9.2%
Net Margin-3.0%-3.0%5.4%7.7%7.3%
Balance Sheet
Debt/Equity0.380.380.130.240.39
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$-88.51B$-88.51B$76.90B$63.83B$7.05B
Returns
ROE-5.9%-5.9%11.8%16.5%16.4%
Valuation
P/E——9.092.592.64
EV/EBITDA33.9233.922.721.721.77
P/B0.790.791.070.430.43
Growth & Yield
Revenue Growth-20.7%-20.7%57.3%304.7%—
EPS Growth——10.1%322.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -27.2%

Total return

-27.2%

Start / end P/E

n/dx → n/dx

EPS bridge

127.78 → n/d

Residual

-27.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-27.2%

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.