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LTFOODS.BO$381.55-2.98%
Fair $381.55+0.0%

LTFOODS.BO

LT Foods Limited

Consumer Defensive / Packaged FoodsBSE

$381.55

-12.05 (-2.98%)

Fairly Valued+0.0%Fair Value $381.55Fund rank 33/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9

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 $5.5B · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

44/100

C

Piotroski

4/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LTFOODS.BOLocal privado en este navegador · LT Foods 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

$132.5B

P/E

21.2x

↑

EV/EBITDA

11.8x

↑

ROE

13.8%

↑

Gross Margin

33.0%

↑

Debt/Equity

0.36

↓
52-Week Range$382
$332$518

TradingView lightweight chart

LTFOODS.BO price, volumen y niveles de valoración

Último $392.75Periodo +7040.9%
Fair value: $381.55

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

+16.7%

FCF CAGR

+74.2%

FCF margin

5.0%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $109.46B · net income $6.25B · FCF $5.51B

2023-FY → 2026-FY

Gross margin

33.0%+0.1% pts

Operating margin

8.3%-0.0% pts

Net margin

5.7%-0.1% pts

FCF margin

5.0%+3.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$109.46B$109.46B$86.81B$77.40B$68.96B
Net Income$6.25B$6.25B$6.05B$5.93B$4.03B
EBITDA$12.42B$12.42B$10.95B$10.27B$7.50B
EPS——17.4317.0912.50
Gross Margin33.0%33.0%33.9%31.2%32.9%
Operating Margin8.3%8.3%9.1%10.2%8.3%
Net Margin5.7%5.7%7.0%7.7%5.8%
Balance Sheet
Debt/Equity0.360.360.330.270.44
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$5.51B$5.51B$2.23B$5.54B$1.04B
Returns
ROE13.8%13.8%15.7%17.6%14.6%
Valuation
P/E21.1621.1620.2412.067.85
EV/EBITDA11.7811.7812.217.825.80
P/B2.932.933.182.121.15
Growth & Yield
Revenue Growth26.1%26.1%12.2%12.2%—
EPS Growth——2.0%36.7%—
Dividend Yield1.0%1.0%———

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 -1.4%

Total return

-1.4%

Start / end P/E

n/dx → n/dx

EPS bridge

17.43 → n/d

Residual

-2.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term-2.4%

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.