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LWSA3.SA$3.85+3.22%
Fair $3.85+0.0%

LWSA3.SA

Locaweb Serviços de Internet S.A.

Technology / Software - InfrastructureSão Paulo

$3.85

+0.12 (+3.22%)

Fairly Valued+0.0%Fair Value $3.85Fund rank 32/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Low 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $171.2M · quality 63.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

37/100

D

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: 1unknown: 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. ROE is -9.1%, below the 5% threshold
Thesis & Journal · LWSA3.SALocal privado en este navegador · Locaweb Serviços de Internet 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

$2.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-9.1%

↓

Gross Margin

48.3%

↑

Debt/Equity

0.03

↓
52-Week Range$4
$0$5

TradingView lightweight chart

LWSA3.SA price, volumen y niveles de valoración

Último $3.730Periodo -27.6%
Fair value: $3.850

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

+9.4%

FCF CAGR

+26.0%

FCF margin

15.1%

FCF / Net income

-1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.49B · net income $-225.4M · FCF $224.8M

2022-FY → 2025-FY

Gross margin

48.3%+3.3% pts

Operating margin

10.4%+6.1% pts

Net margin

-15.1%-17.6% pts

FCF margin

15.1%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.49B$1.49B$1.37B$1.29B$1.14B
Net Income$-225.4M$-225.4M$42.2M$-73.7M$28.3M
EBITDA$-155.0M$-155.0M$201.8M$14.4M$169.7M
EPS-0.41-0.410.07-0.130.05
Gross Margin48.3%48.3%47.8%46.3%45.0%
Operating Margin10.4%10.4%8.9%7.4%4.3%
Net Margin-15.1%-15.1%3.1%-5.7%2.5%
Balance Sheet
Debt/Equity0.030.030.030.030.03
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$224.8M$224.8M$33.1M$171.2M$112.3M
Returns
ROE-9.1%-9.1%1.5%-2.6%1.0%
Valuation
P/E——44.25—130.00
EV/EBITDA——7.41151.7214.81
P/B0.860.860.681.151.30
Growth & Yield
Revenue Growth8.6%8.6%6.0%13.9%—
EPS Growth-660.5%-660.5%156.2%-360.0%—
Dividend Yield6.8%6.8%———

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 +10.6%

Total return

+10.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.07 → -0.41

Residual

+3.8%

EPS growthn/d
Multiple reratingn/d
Dividend+6.8%
Residual / FX / buybacks / cross-term+3.8%

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.