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MUKANDLTD.BO$138.20-2.37%
Fair $138.20+0.0%

MUKANDLTD.BO

Mukand Limited

Basic Materials / SteelBSE

$138.20

-3.35 (-2.37%)

Fairly Valued+0.0%Fair Value $138.20Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Declining Revenue

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 $280.3M · quality 37.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

47/100

C

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · MUKANDLTD.BOLocal privado en este navegador · Mukand 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

$20.0B

P/E

30.8x

↑

EV/EBITDA

5.1x

↓

ROE

39.7%

↑

Gross Margin

23.1%

↑

Debt/Equity

1.11

↑
52-Week Range$138
$112$161

TradingView lightweight chart

MUKANDLTD.BO price, volumen y niveles de valoración

Último $138.20Periodo +202.4%
Fair value: $138.20

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

-4.1%

FCF CAGR

—

FCF margin

-11.2%

FCF / Net income

-0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.90B · net income $6.04B · FCF $-5.49B

2023-FY → 2026-FY

Gross margin

23.1%+13.2% pts

Operating margin

2.2%+6.2% pts

Net margin

12.4%+9.3% pts

FCF margin

-11.2%-12.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$48.90B$48.90B$48.90B$51.55B$55.46B
Net Income$6.04B$6.04B$758.9M$1.04B$1.72B
EBITDA$7.25B$7.25B$2.99B$3.07B$4.01B
EPS41.8141.815.247.1911.89
Gross Margin23.1%23.1%24.8%15.6%9.9%
Operating Margin2.2%2.2%4.8%4.6%-4.0%
Net Margin12.4%12.4%1.6%2.0%3.1%
Balance Sheet
Debt/Equity1.111.111.641.641.76
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$-5.49B$-5.49B$540.3M$280.3M$449.5M
Returns
ROE39.7%39.7%8.0%11.5%20.1%
Valuation
P/E30.7830.7817.6423.0611.72
EV/EBITDA5.075.079.6112.468.66
P/B1.311.311.412.652.36
Growth & Yield
Revenue Growth-0.0%-0.0%-5.1%-7.0%—
EPS Growth697.9%697.9%-27.1%-39.5%—
Dividend Yield1.6%1.6%———

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

-33.6%

fácil

EPS terminal req.

$12.26

Spread vs growth

731.5%

5Y implied EPS CAGR

-18.7%

fácil

EPS terminal req.

$14.84

Spread vs growth

716.6%

10Y implied EPS CAGR

-5.4%

fácil

EPS terminal req.

$23.90

Spread vs growth

703.3%

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 +20.2%

Total return

+20.2%

Start / end P/E

22.2x → 3.3x

EPS bridge

5.24 → 41.81

Residual

-594.1%

EPS growth+697.9%
Multiple rerating-85.1%
Dividend+1.6%
Residual / FX / buybacks / cross-term-594.1%

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.