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LWSKNIT.BO$16.62-5.82%
Fair $16.62+0.0%

LWSKNIT.BO

LWS Knitwear Limited

Consumer Cyclical / Apparel ManufacturingBSE

$16.62

-0.99 (-5.82%)

Fairly Valued+0.0%Fair Value $16.62Fund rank 27/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-87.0M · quality 68.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

53/100

C

Piotroski

6/9

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 · LWSKNIT.BOLocal privado en este navegador · LWS Knitwear 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

$243M

P/E

10.3x

↓

EV/EBITDA

5.5x

↓

ROE

8.3%

↑

Gross Margin

5.3%

↓

Debt/Equity

0.47

↑
52-Week Range$17
$13$23

TradingView lightweight chart

LWSKNIT.BO price, volumen y niveles de valoración

Último $16.01Periodo -32.2%
Fair value: $16.62

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

+20.7%

FCF CAGR

—

FCF margin

-13.1%

FCF / Net income

-5.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.09B · net income $25.3M · FCF $-142.5M

2022-FY → 2025-FY

Gross margin

5.3%+3.5% pts

Operating margin

4.5%+3.5% pts

Net margin

2.3%+1.9% pts

FCF margin

-13.1%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.09B$1.09B$751.3M$626.2M$617.6M
Net Income$25.3M$25.3M$14.0M$2.9M$2.6M
EBITDA$48.1M$48.1M$31.9M$12.0M$7.2M
EPS3.413.411.530.320.28
Gross Margin5.3%5.3%4.9%2.6%1.8%
Operating Margin4.5%4.5%4.2%1.8%1.0%
Net Margin2.3%2.3%1.9%0.5%0.4%
Balance Sheet
Debt/Equity0.470.471.601.480.48
Cash Flow
Free Cash Flow$-142.5M$-142.5M$-87.0M$-56.3M$-61.1M
Returns
ROE8.3%8.3%11.5%2.7%2.5%
Valuation
P/E10.2610.26———
EV/EBITDA5.495.49———
P/B0.410.41———
Growth & Yield
Revenue Growth44.7%44.7%20.0%1.4%—
EPS Growth122.5%122.5%377.6%13.7%—

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

-24.4%

fácil

EPS terminal req.

$1.47

Spread vs growth

146.9%

5Y implied EPS CAGR

-12.1%

fácil

EPS terminal req.

$1.78

Spread vs growth

134.6%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$2.87

Spread vs growth

124.2%

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 -16.2%

Total return

-16.2%

Start / end P/E

12.5x → 4.7x

EPS bridge

1.53 → 3.41

Residual

-76.3%

EPS growth+122.5%
Multiple rerating-62.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-76.3%

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.