StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
MGEL4.SA$5.21+1.17%
Fair $5.21+0.0%

MGEL4.SA

Mangels Industrial S.A.

Basic Materials / SteelSão Paulo

$5.21

+0.06 (+1.17%)

Fairly Valued+0.0%Fair Value $5.21Fund rank 27/100 · Data gapFallback financials|
SA 20/D
F-Score: 3/9
High DebtMargin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $117.1M · quality 45.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

20/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Debt-to-Equity ratio is 1147.95, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is -75.2%, below the 5% threshold
Thesis & Journal · MGEL4.SALocal privado en este navegador · Mangels Industrial S.A.
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

$30M

P/E

3.4x

↓

EV/EBITDA

42.1x

↑

ROE

-7518.1%

↓

Gross Margin

12.0%

↓

Debt/Equity

1147.95

↑
52-Week Range$5
$4$9

TradingView lightweight chart

MGEL4.SA price, volumen y niveles de valoración

Último $5.210Periodo +6.5%
Fair value: $5.210

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+3.2%

FCF CAGR

+25.5%

FCF margin

12.4%

FCF / Net income

-2.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $948.0M · net income $-41.6M · FCF $117.1M

2021-FY → 2024-FY

Gross margin

12.0%-3.2% pts

Operating margin

6.3%-16.1% pts

Net margin

-4.4%-21.7% pts

FCF margin

12.4%+5.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$948.0M$948.0M$927.9M$1.02B$863.0M
Net Income$-41.6M$-41.6M$34.0M$258.7M$149.3M
EBITDA$15.5M$15.5M$140.3M$170.5M$245.5M
EPS-7.19-7.195.8944.7425.82
Gross Margin12.0%12.0%13.7%14.1%15.2%
Operating Margin6.3%6.3%9.6%10.0%22.4%
Net Margin-4.4%-4.4%3.7%25.4%17.3%
Balance Sheet
Debt/Equity1147.951147.9515.0396.40-2.97
Current Ratio0.480.48———
Cash Flow
Free Cash Flow$117.1M$117.1M$106.1M$119.3M$59.2M
Returns
ROE-7518.1%-7518.1%83.1%3581.0%-59.4%
Valuation
P/E3.433.432.270.260.53
EV/EBITDA42.1142.114.694.403.22
P/B54.4954.491.899.21—
Growth & Yield
Revenue Growth2.2%2.2%-8.8%17.9%—
EPS Growth-222.1%-222.1%-86.8%73.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -0.8%

Total return

-0.8%

Start / end P/E

n/dx → n/dx

EPS bridge

5.89 → -7.19

Residual

-0.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.