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MKEXIM.BO$53.68+0.44%
Fair $53.68+0.0%

MKEXIM.BO

M.K. Exim (India) Limited

Consumer Defensive / Household & Personal ProductsBSE

$53.68

+0.24 (+0.44%)

Fairly Valued+0.0%Fair Value $53.68Fund rank 28/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $47.9M · quality 51.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

54/100

C

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: 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 · MKEXIM.BOLocal privado en este navegador · M.K. Exim (India) 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

$2.2B

P/E

12.5x

↓

EV/EBITDA

8.2x

↓

ROE

17.7%

↑

Gross Margin

45.9%

↑

Debt/Equity

0.01

↓
52-Week Range$54
$40$95

TradingView lightweight chart

MKEXIM.BO price, volumen y niveles de valoración

Último $54.28Periodo +1369.7%
Fair value: $53.68

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

+8.2%

FCF CAGR

—

FCF margin

5.2%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $926.9M · net income $177.9M · FCF $47.9M

2022-FY → 2025-FY

Gross margin

45.9%+5.3% pts

Operating margin

25.6%+1.6% pts

Net margin

19.2%+1.0% pts

FCF margin

5.2%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$926.9M$926.9M$923.8M$1.04B$731.8M
Net Income$177.9M$177.9M$154.3M$166.4M$133.1M
EBITDA$261.3M$261.3M$214.0M$226.2M$183.5M
EPS4.414.413.796.183.30
Gross Margin45.9%45.9%38.2%34.6%40.6%
Operating Margin25.6%25.6%21.5%18.9%24.0%
Net Margin19.2%19.2%16.7%16.0%18.2%
Balance Sheet
Debt/Equity0.010.010.010.040.08
Cash Flow
Free Cash Flow$47.9M$47.9M$152.7M$37.7M$-1.3M
Returns
ROE17.7%17.7%18.2%24.1%25.4%
Valuation
P/E12.5112.5120.888.9520.98
EV/EBITDA8.168.1614.876.2915.02
P/B2.162.163.782.155.33
Growth & Yield
Revenue Growth0.3%0.3%-10.9%41.6%—
EPS Growth16.4%16.4%-38.7%87.3%—

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

2.6%

fácil

EPS terminal req.

$4.76

Spread vs growth

13.8%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$5.76

Spread vs growth

10.9%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$9.28

Spread vs growth

8.6%

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 -21.2%

Total return

-21.2%

Start / end P/E

18.2x → 12.3x

EPS bridge

3.79 → 4.41

Residual

-5.3%

EPS growth+16.4%
Multiple rerating-32.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.3%

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.