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LEMONTREE.BO$112.25-1.58%
Fair $112.25+0.0%

LEMONTREE.BO

Lemon Tree Hotels Limited

Consumer Cyclical / LodgingBSE

$112.25

-1.80 (-1.58%)

Fairly Valued+0.0%Fair Value $112.25Fund rank 33/100 · Data gapFallback financials|
SA 30/D
F-Score: 7/9
Margin Compression

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 $4.0B · quality 61.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

30/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: yahooPeriods: 5Warnings: 1yahoo: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · LEMONTREE.BOLocal privado en este navegador · Lemon Tree Hotels 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

$88.9B

P/E

39.1x

↑

EV/EBITDA

16.0x

↑

ROE

16.3%

↑

Gross Margin

77.6%

↑

Debt/Equity

1.44

↑
52-Week Range$112
$100$181

TradingView lightweight chart

LEMONTREE.BO price, volumen y niveles de valoración

Último $112.25Periodo +56.8%
Fair value: $112.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2026 · 4 años de histórico normalizado

Revenue CAGR

+39.2%

FCF CAGR

+56.2%

FCF margin

27.9%

FCF / Net income

1.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.45B · net income $2.27B · FCF $4.03B

2022-FY → 2026-FY

Gross margin

77.6%+12.3% pts

Operating margin

38.2%+33.4% pts

Net margin

15.7%+38.5% pts

FCF margin

27.9%+10.3% pts
MetricTTM
2026
2025
2024
2023
2022
Income Statement
Revenue$14.45B$14.45B$12.86B$10.13B$8.39B$3.85B
Net Income$2.27B$2.27B$1.97B$1.48B$1.15B$-874.3M
EBITDA$6.77B$6.77B$6.47B$5.30B$4.52B$1.38B
EPS——2.481.881.45-1.11
Gross Margin77.6%77.6%77.1%74.6%75.4%65.2%
Operating Margin38.2%38.2%38.5%41.0%42.1%4.8%
Net Margin15.7%15.7%15.3%14.7%13.7%-22.7%
Balance Sheet
Debt/Equity1.441.441.852.422.552.56
Current Ratio1.211.21————
Cash Flow
Free Cash Flow$4.03B$4.03B$4.46B$1.34B$2.23B$677.5M
Returns
ROE16.3%16.3%16.9%15.4%13.4%-10.5%
Valuation
P/E39.1139.1155.2075.2453.49—
EV/EBITDA15.9915.9920.0125.4418.3353.13
P/B6.396.399.3311.577.196.35
Growth & Yield
Revenue Growth12.3%12.3%27.0%20.7%——
EPS Growth——31.9%29.7%——

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 -19.0%

Total return

-19.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.48 → n/d

Residual

-19.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.0%

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.