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LOMA$11.91-2.85%
Fair $11.91+0.0%

LOMA

Loma Negra Compañía Industrial Argentina Sociedad Anónima

Basic Materials / Building MaterialsNYSE

$11.91

-0.35 (-2.85%)

Fairly Valued+0.0%Fair Value $11.91Fund rank 34/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9
Declining RevenueLow 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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $67.1B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

50/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is 2.2%, below the 5% threshold
Thesis & Journal · LOMALocal privado en este navegador · Loma Negra Compañía Industrial Argentina Sociedad Anónima
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

$1.4B

P/E

54.1x

↑

EV/EBITDA

1.7x

↓

ROE

2.2%

↑

Gross Margin

21.8%

↑

Debt/Equity

0.28

↑
52-Week Range$12
$7$13

TradingView lightweight chart

LOMA price, volumen y niveles de valoración

Último $12.26Periodo -42.6%
Fair value: $11.91

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

-4.8%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $848.09B · net income $23.58B · FCF $-3.90B

2022-FY → 2025-FY

Gross margin

21.8%-5.2% pts

Operating margin

9.6%-7.8% pts

Net margin

2.8%+1.4% pts

FCF margin

-0.5%-15.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$848.09B$848.09B$919.76B$1209.34B$984.19B
Net Income$23.58B$23.58B$202.33B$29.52B$13.15B
EBITDA$174.95B$174.95B$498.83B$328.88B$205.71B
EPS202.10202.101318.0388.3016.56
Gross Margin21.8%21.8%26.7%25.1%27.0%
Operating Margin9.6%9.6%15.2%14.8%17.4%
Net Margin2.8%2.8%22.0%2.4%1.3%
Balance Sheet
Debt/Equity0.280.280.220.510.19
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$-3.90B$-3.90B$67.07B$138.38B$142.78B
Returns
ROE2.2%2.2%19.4%4.6%3.6%
Valuation
P/E54.1454.140.010.080.42
EV/EBITDA1.691.690.440.970.32
P/B0.000.000.000.000.00
Growth & Yield
Revenue Growth-7.8%-7.8%-23.9%22.9%—
EPS Growth-84.7%-84.7%1392.7%433.2%—

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

-82.6%

fácil

EPS terminal req.

$1.06

Spread vs growth

-2.0%

5Y implied EPS CAGR

-63.7%

fácil

EPS terminal req.

$1.28

Spread vs growth

-21.0%

10Y implied EPS CAGR

-36.8%

fácil

EPS terminal req.

$2.06

Spread vs growth

-47.9%

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 -3.6%

Total return

-3.6%

Start / end P/E

0.0x → 0.1x

EPS bridge

1318.03 → 202.10

Residual

-447.8%

EPS growth-84.7%
Multiple rerating+528.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-447.8%

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.