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MARKSANS.BO$238.45-3.13%
Fair $238.45+0.0%

MARKSANS.BO

Marksans Pharma Limited

Healthcare / Drug Manufacturers - GeneralBSE

$238.45

-7.70 (-3.13%)

Fairly Valued+0.0%Fair Value $238.45Fund rank 31/100 · Data gapFallback financials|
SA 64/B
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $337.4M · quality 57.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

64/100

B

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 · MARKSANS.BOLocal privado en este navegador · Marksans Pharma 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

$108.1B

P/E

30.7x

↑

EV/EBITDA

15.4x

↑

ROE

13.8%

↑

Gross Margin

56.7%

↑

Debt/Equity

0.11

↓
52-Week Range$238
$156$271

TradingView lightweight chart

MARKSANS.BO price, volumen y niveles de valoración

Último $238.45Periodo +800.0%
Fair value: $238.45

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

+16.8%

FCF CAGR

+21.2%

FCF margin

11.1%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.51B · net income $4.18B · FCF $3.28B

2023-FY → 2026-FY

Gross margin

56.7%+8.5% pts

Operating margin

17.0%+0.1% pts

Net margin

14.2%-0.2% pts

FCF margin

11.1%+1.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$29.51B$29.51B$26.23B$21.74B$18.50B
Net Income$4.18B$4.18B$3.81B$3.14B$2.66B
EBITDA$6.83B$6.83B$5.99B$5.09B$3.95B
EPS9.229.228.406.926.41
Gross Margin56.7%56.7%56.4%49.5%48.2%
Operating Margin17.0%17.0%17.1%17.8%16.9%
Net Margin14.2%14.2%14.5%14.4%14.4%
Balance Sheet
Debt/Equity0.110.110.130.120.07
Current Ratio5.185.18———
Cash Flow
Free Cash Flow$3.28B$3.28B$337.4M$215.7M$1.84B
Returns
ROE13.8%13.8%15.4%15.2%15.3%
Valuation
P/E30.7330.7324.6123.2611.27
EV/EBITDA15.3915.3915.3414.026.93
P/B3.583.583.803.531.72
Growth & Yield
Revenue Growth12.5%12.5%20.6%17.5%—
EPS Growth9.8%9.8%21.4%8.0%—
Dividend Yield0.4%0.4%———

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

31.9%

muy exigente

EPS terminal req.

$21.16

Spread vs growth

-22.1%

5Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$25.60

Spread vs growth

-12.9%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$41.23

Spread vs growth

-6.4%

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 -2.9%

Total return

-2.9%

Start / end P/E

29.4x → 25.9x

EPS bridge

8.40 → 9.22

Residual

-1.2%

EPS growth+9.8%
Multiple rerating-12.0%
Dividend+0.4%
Residual / FX / buybacks / cross-term-1.2%

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.