StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
LUXM4.SA$3.34+0.30%
Fair $3.34+0.0%

LUXM4.SA

Trevisa Investimentos S.A.

Industrials / Marine ShippingSão Paulo

$3.34

+0.01 (+0.30%)

Fairly Valued+0.0%Fair Value $3.34Fund rank 31/100 · Data gapFallback financials|
SA 42/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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.1M · quality 58.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

42/100

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 · LUXM4.SALocal privado en este navegador · Trevisa Investimentos S.A.
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

$139M

P/E

8.3x

↓

EV/EBITDA

2.5x

↓

ROE

13.4%

↑

Gross Margin

30.7%

↑

Debt/Equity

0.11

↓
52-Week Range$3
$3$6

TradingView lightweight chart

LUXM4.SA price, volumen y niveles de valoración

Último $3.340Periodo +176.4%
Fair value: $3.340

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

+4.7%

FCF CAGR

+6.9%

FCF margin

5.4%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $158.1M · net income $22.8M · FCF $8.6M

2022-FY → 2025-FY

Gross margin

30.7%+2.9% pts

Operating margin

18.4%+3.2% pts

Net margin

14.4%+6.3% pts

FCF margin

5.4%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$158.1M$158.1M$136.5M$131.7M$137.6M
Net Income$22.8M$22.8M$37.1M$18.5M$11.2M
EBITDA$52.3M$52.3M$44.0M$41.1M$36.1M
EPS0.550.550.890.440.27
Gross Margin30.7%30.7%30.1%32.1%27.8%
Operating Margin18.4%18.4%18.9%18.2%15.2%
Net Margin14.4%14.4%27.2%14.0%8.2%
Balance Sheet
Debt/Equity0.110.110.050.050.09
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$8.6M$8.6M$-1.7M$8.1M$7.0M
Returns
ROE13.4%13.4%24.3%15.3%10.6%
Valuation
P/E8.358.357.0017.9637.95
EV/EBITDA2.492.495.827.9011.72
P/B0.810.811.702.764.01
Growth & Yield
Revenue Growth15.8%15.8%3.6%-4.3%—
EPS Growth-38.5%-38.5%100.8%64.7%—
Dividend Yield4.1%4.1%———

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

-18.6%

fácil

EPS terminal req.

$0.30

Spread vs growth

-20.0%

5Y implied EPS CAGR

-8.2%

fácil

EPS terminal req.

$0.36

Spread vs growth

-30.4%

10Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$0.58

Spread vs growth

-39.1%

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 -40.1%

Total return

-40.1%

Start / end P/E

6.7x → 6.1x

EPS bridge

0.89 → 0.55

Residual

+3.6%

EPS growth-38.5%
Multiple rerating-9.3%
Dividend+4.1%
Residual / FX / buybacks / cross-term+3.6%

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.