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MEGASTAR.BO$309.40+8.56%
Fair $309.40+0.0%

MEGASTAR.BO

Megastar Foods Limited

Consumer Defensive / Packaged FoodsBSE

$309.40

+24.40 (+8.56%)

Fairly Valued+0.0%Fair Value $309.40Fund rank 19/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-355.6M · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

46/100

C

Piotroski

2/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.0%, below the 5% threshold
Thesis & Journal · MEGASTAR.BOLocal privado en este navegador · Megastar Foods 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

$3.5B

P/E

33.6x

↑

EV/EBITDA

22.2x

↑

ROE

4.0%

↓

Gross Margin

11.9%

↓

Debt/Equity

1.41

↑
52-Week Range$309
$198$321

TradingView lightweight chart

MEGASTAR.BO price, volumen y niveles de valoración

Último $309.40Periodo +898.1%
Fair value: $309.40

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

+25.0%

FCF CAGR

—

FCF margin

-16.7%

FCF / Net income

-15.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.61B · net income $37.9M · FCF $-601.4M

2022-FY → 2025-FY

Gross margin

11.9%-0.8% pts

Operating margin

4.6%-0.7% pts

Net margin

1.1%-1.9% pts

FCF margin

-16.7%-26.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.61B$3.61B$2.75B$3.04B$1.85B
Net Income$37.9M$37.9M$63.2M$100.8M$54.5M
EBITDA$215.1M$215.1M$147.3M$215.2M$120.0M
EPS3.363.366.1910.085.50
Gross Margin11.9%11.9%10.3%11.9%12.7%
Operating Margin4.6%4.6%3.8%6.5%5.3%
Net Margin1.1%1.1%2.3%3.3%3.0%
Balance Sheet
Debt/Equity1.411.410.621.250.96
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$-601.4M$-601.4M$-355.6M$-166.6M$182.0M
Returns
ROE4.0%4.0%6.9%21.9%15.2%
Valuation
P/E33.5933.5948.3322.0428.16
EV/EBITDA22.2322.2324.4912.8315.60
P/B3.733.733.324.824.28
Growth & Yield
Revenue Growth31.3%31.3%-9.6%64.6%—
EPS Growth-45.7%-45.7%-38.6%83.3%—

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

101.4%

muy exigente

EPS terminal req.

$27.45

Spread vs growth

-147.1%

5Y implied EPS CAGR

58.1%

muy exigente

EPS terminal req.

$33.22

Spread vs growth

-103.8%

10Y implied EPS CAGR

31.9%

muy exigente

EPS terminal req.

$53.50

Spread vs growth

-77.6%

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 +22.8%

Total return

+22.8%

Start / end P/E

40.7x → 92.1x

EPS bridge

6.19 → 3.36

Residual

-57.7%

EPS growth-45.7%
Multiple rerating+126.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-57.7%

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.