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MORI.BA$30.10-1.63%
Fair $30.10+0.0%

MORI.BA

Morixe Hermanos S.A.C.I.

Consumer Defensive / Farm ProductsBuenos Aires

$30.10

-0.50 (-1.63%)

Fairly Valued+0.0%Fair Value $30.10Fund rank 25/100 · Data gapFallback financials|
SA 42/C
F-Score: 1/9
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 17%

FCF escenarios

weak_data · normalized FCF $-1.9B · quality 42.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

42/100

C

Piotroski

1/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.6%, below the 5% threshold
Thesis & Journal · MORI.BALocal privado en este navegador · Morixe Hermanos S.A.C.I.
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

$67.8B

P/E

24.5x

↑

EV/EBITDA

16.3x

↑

ROE

1.6%

↓

Gross Margin

18.2%

↓

Debt/Equity

0.46

↑
52-Week Range$30
$24$55

TradingView lightweight chart

MORI.BA price, volumen y niveles de valoración

Último $30.10Periodo +80476.1%
Fair value: $30.10

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

+66.3%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-5.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $120.69B · net income $1.02B · FCF $-5.59B

2022-FY → 2025-FY

Gross margin

18.2%+1.0% pts

Operating margin

-4.8%-8.6% pts

Net margin

0.8%+3.9% pts

FCF margin

-4.6%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$120.69B$120.69B$136.76B$52.89B$26.26B
Net Income$1.02B$1.02B$4.50B$668.3M$-794.4M
EBITDA$5.11B$5.11B$17.24B$7.87B$1.38B
EPS1.231.2315.970.33-0.39
Gross Margin18.2%18.2%29.0%28.7%17.2%
Operating Margin-4.8%-4.8%11.0%13.6%3.8%
Net Margin0.8%0.8%3.3%1.3%-3.0%
Balance Sheet
Debt/Equity0.460.460.440.921.03
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$-5.59B$-5.59B$24.89B$-1.88B$-2.43B
Returns
ROE1.6%1.6%8.6%3.9%-10.7%
Valuation
P/E24.5124.513.3115.68—
EV/EBITDA16.2816.286.413.167.43
P/B1.031.032.020.610.47
Growth & Yield
Revenue Growth-11.8%-11.8%158.6%101.4%—
EPS Growth-92.3%-92.3%4727.3%184.1%—

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

29.6%

muy exigente

EPS terminal req.

$2.67

Spread vs growth

-121.9%

5Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$3.23

Spread vs growth

-113.7%

10Y implied EPS CAGR

15.5%

exigente

EPS terminal req.

$5.20

Spread vs growth

-107.8%

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 -25.2%

Total return

-25.2%

Start / end P/E

2.5x → 24.5x

EPS bridge

15.97 → 1.23

Residual

-805.7%

EPS growth-92.3%
Multiple rerating+872.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-805.7%

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.