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MGEL.BO$15.19-1.04%
Fair $15.19+0.0%

MGEL.BO

Mangalam Global Enterprise Limited

Consumer Defensive / Farm ProductsBSE

$15.19

-0.16 (-1.04%)

Fairly Valued+0.0%Fair Value $15.19Fund rank 22/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $377.2M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

7/9

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 · MGEL.BOLocal privado en este navegador · Mangalam Global Enterprise 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

$5.0B

P/E

11.1x

↓

EV/EBITDA

8.1x

↓

ROE

18.2%

↑

Gross Margin

2.9%

↓

Debt/Equity

0.87

↑
52-Week Range$15
$10$19

TradingView lightweight chart

MGEL.BO price, volumen y niveles de valoración

Último $15.19Periodo +28.8%
Fair value: $15.19

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

+34.0%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.84B · net income $452.2M · FCF $436.4M

2023-FY → 2026-FY

Gross margin

2.9%-0.1% pts

Operating margin

1.7%-0.2% pts

Net margin

1.3%+0.4% pts

FCF margin

1.3%+8.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$33.84B$33.84B$22.81B$18.18B$14.06B
Net Income$452.2M$452.2M$231.0M$202.1M$127.0M
EBITDA$879.1M$879.1M$634.5M$500.8M$325.8M
EPS1.371.370.720.350.44
Gross Margin2.9%2.9%3.4%2.4%3.0%
Operating Margin1.7%1.7%1.8%1.9%1.9%
Net Margin1.3%1.3%1.0%1.1%0.9%
Balance Sheet
Debt/Equity0.870.871.111.452.07
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$436.4M$436.4M$-478.3M$377.2M$-952.7M
Returns
ROE18.2%18.2%11.5%14.6%11.1%
Valuation
P/E11.0911.0919.08——
EV/EBITDA8.118.1110.47——
P/B2.022.022.19——
Growth & Yield
Revenue Growth48.3%48.3%25.5%29.3%—
EPS Growth90.3%90.3%108.4%-22.2%—
Dividend Yield0.1%0.1%———

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

-0.5%

fácil

EPS terminal req.

$1.35

Spread vs growth

90.8%

5Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$1.63

Spread vs growth

86.7%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$2.63

Spread vs growth

83.6%

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 +15.1%

Total return

+15.1%

Start / end P/E

18.3x → 11.1x

EPS bridge

0.72 → 1.37

Residual

-35.7%

EPS growth+90.3%
Multiple rerating-39.6%
Dividend+0.1%
Residual / FX / buybacks / cross-term-35.7%

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.