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MLKFOOD.BO$69.95+0.84%
Fair $69.95+0.0%

MLKFOOD.BO

Milkfood Limited

Consumer Defensive / Packaged FoodsBSE

$69.95

+0.58 (+0.84%)

Fairly Valued+0.0%Fair Value $69.95Fund rank 25/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 17%

FCF escenarios

weak_data · normalized FCF $149.3M · quality 41.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

50/100

C

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: 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 · MLKFOOD.BOLocal privado en este navegador · Milkfood 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

$1.7B

P/E

4.0x

↓

EV/EBITDA

3.6x

↓

ROE

19.8%

↑

Gross Margin

14.5%

↓

Debt/Equity

0.49

↑
52-Week Range$70
$44$88

TradingView lightweight chart

MLKFOOD.BO price, volumen y niveles de valoración

Último $69.95Periodo +606.6%
Fair value: $69.95

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

-2.5%

FCF CAGR

—

FCF margin

-26.5%

FCF / Net income

-2.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.13B · net income $442.9M · FCF $-1.09B

2023-FY → 2026-FY

Gross margin

14.5%+1.2% pts

Operating margin

-0.2%-4.1% pts

Net margin

10.7%+8.5% pts

FCF margin

-26.5%-18.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.13B$4.13B$4.48B$4.37B$4.45B
Net Income$442.9M$442.9M$45.2M$71.2M$97.5M
EBITDA$780.1M$780.1M$255.1M$283.5M$266.9M
EPS——1.863.574.75
Gross Margin14.5%14.5%16.5%12.8%13.3%
Operating Margin-0.2%-0.2%3.7%3.0%3.9%
Net Margin10.7%10.7%1.0%1.6%2.2%
Balance Sheet
Debt/Equity0.490.490.670.660.92
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$-1.09B$-1.09B$149.3M$170.9M$-380.3M
Returns
ROE19.8%19.8%2.6%4.1%7.3%
Valuation
P/E4.044.0439.86144.46131.09
EV/EBITDA3.603.6011.6841.3752.46
P/B0.760.761.026.049.61
Growth & Yield
Revenue Growth-7.8%-7.8%2.5%-1.8%—
EPS Growth——-47.9%-24.9%—

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 -17.5%

Total return

-17.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.86 → n/d

Residual

-17.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.5%

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.