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MACPLASQ.BO$242.70+2.23%
Fair $242.70+0.0%

MACPLASQ.BO

Machino Plastics Limited

Consumer Cyclical / Auto PartsBSE

$242.70

+5.70 (+2.23%)

Fairly Valued+0.0%Fair Value $242.70Fund rank 18/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $39.5M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

33/100

D

Piotroski

5/9

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. Debt-to-Equity ratio is 2.83, above the 2.0 threshold
Thesis & Journal · MACPLASQ.BOLocal privado en este navegador · Machino Plastics 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

$1.5B

P/E

32.5x

↑

EV/EBITDA

10.0x

↑

ROE

13.5%

↑

Gross Margin

46.3%

↑

Debt/Equity

2.83

↑
52-Week Range$243
$215$444

TradingView lightweight chart

MACPLASQ.BO price, volumen y niveles de valoración

Último $261.00Periodo +7.3%
Fair value: $242.70

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

+13.5%

FCF CAGR

—

FCF margin

-20.3%

FCF / Net income

-9.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.87B · net income $85.6M · FCF $-783.7M

2022-FY → 2025-FY

Gross margin

46.3%+11.0% pts

Operating margin

5.9%+4.8% pts

Net margin

2.2%+3.1% pts

FCF margin

-20.3%-26.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.87B$3.87B$3.36B$3.30B$2.65B
Net Income$85.6M$85.6M$36.9M$16.0M$-24.8M
EBITDA$329.2M$329.2M$261.2M$211.4M$163.5M
EPS13.9413.946.022.60-4.04
Gross Margin46.3%46.3%46.7%35.2%35.3%
Operating Margin5.9%5.9%3.5%2.7%1.1%
Net Margin2.2%2.2%1.1%0.5%-0.9%
Balance Sheet
Debt/Equity2.832.831.621.721.92
Cash Flow
Free Cash Flow$-783.7M$-783.7M$39.5M$125.5M$168.3M
Returns
ROE13.5%13.5%6.8%3.1%-5.0%
Valuation
P/E32.5332.53———
EV/EBITDA9.979.97———
P/B2.352.35———
Growth & Yield
Revenue Growth15.0%15.0%1.8%24.7%—
EPS Growth131.6%131.6%131.5%164.4%—

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

15.6%

exigente

EPS terminal req.

$21.54

Spread vs growth

116.0%

5Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$26.06

Spread vs growth

118.2%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$41.97

Spread vs growth

119.9%

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 +11.5%

Total return

+11.5%

Start / end P/E

38.9x → 18.7x

EPS bridge

6.02 → 13.94

Residual

-68.2%

EPS growth+131.6%
Multiple rerating-51.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-68.2%

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.