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LKPSEC.BO$18.00-2.17%
Fair $18.00+0.0%

LKPSEC.BO

LKP Securities Limited

Financial Services / Capital MarketsBSE

$18.00

-0.40 (-2.17%)

Fairly Valued+0.0%Fair Value $18.00Fund rank 22/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 44.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · LKPSEC.BOLocal privado en este navegador · LKP Securities 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

$1.5B

P/E

14.4x

↑

EV/EBITDA

7.7x

↓

ROE

10.1%

↑

Gross Margin

21.7%

↓

Debt/Equity

0.72

↑
52-Week Range$18
$11$23

TradingView lightweight chart

LKPSEC.BO price, volumen y niveles de valoración

Último $18.00Periodo -16.5%
Fair value: $18.00

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

+6.9%

FCF CAGR

—

FCF margin

-12.0%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $842.0M · net income $102.9M · FCF $-100.8M

2023-FY → 2026-FY

Gross margin

21.7%+5.4% pts

Operating margin

-1.0%+2.2% pts

Net margin

12.2%+6.8% pts

FCF margin

-12.0%+97.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$842.0M$842.0M$898.9M$796.6M$688.4M
Net Income$102.9M$102.9M$132.1M$95.0M$37.3M
EBITDA$273.5M$273.5M$318.1M$225.3M$104.6M
EPS——1.601.190.49
Gross Margin21.7%21.7%22.3%20.4%16.2%
Operating Margin-1.0%-1.0%-0.9%2.9%-3.2%
Net Margin12.2%12.2%14.7%11.9%5.4%
Balance Sheet
Debt/Equity0.720.720.570.240.28
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$-100.8M$-100.8M$-275.4M$-140.3M$-751.7M
Returns
ROE10.1%10.1%14.3%11.9%5.6%
Valuation
P/E14.4014.4012.7116.1825.29
EV/EBITDA7.687.686.517.198.52
P/B1.461.461.811.921.41
Growth & Yield
Revenue Growth-6.3%-6.3%12.8%15.7%—
EPS Growth——34.5%142.9%—
Dividend Yield1.6%1.6%———

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 -7.0%

Total return

-7.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.60 → n/d

Residual

-8.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-8.6%

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.