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MWET4.SA$17.48+17.32%
Fair $17.48+0.0%

MWET4.SA

Wetzel S.A.

Consumer Cyclical / Auto PartsSão Paulo

$17.48

+2.58 (+17.32%)

Fairly Valued+0.0%Fair Value $17.48Fund rank 20/100 · Data gapFallback financials|
SA 20/D
F-Score: 2/9
High DebtLow 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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-20.1M · quality 28.7/100

Data gap 20/100
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

20/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 16.93, above the 2.0 threshold ROE is -4.3%, below the 5% threshold
Thesis & Journal · MWET4.SALocal privado en este navegador · Wetzel 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

$36M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-432.3%

↓

Gross Margin

14.2%

↓

Debt/Equity

16.93

↑
52-Week Range$17
$0$25

TradingView lightweight chart

MWET4.SA price, volumen y niveles de valoración

Último $14.90Periodo +562.2%
Fair value: $17.48

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

-12.3%

FCF CAGR

—

FCF margin

-23.1%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $197.6M · net income $-28.6M · FCF $-45.6M

2022-FY → 2025-FY

Gross margin

14.2%-1.7% pts

Operating margin

-2.1%-6.2% pts

Net margin

-14.5%-24.7% pts

FCF margin

-23.1%-21.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$197.6M$197.6M$181.5M$268.1M$293.0M
Net Income$-28.6M$-28.6M$32.9M$-25.3M$29.9M
EBITDA$-10.6M$-10.6M$18.7M$-23.2M$26.9M
EPS-13.89-13.8915.98-12.3114.54
Gross Margin14.2%14.2%8.7%12.7%16.0%
Operating Margin-2.1%-2.1%6.0%-5.2%4.1%
Net Margin-14.5%-14.5%18.1%-9.4%10.2%
Balance Sheet
Debt/Equity16.9316.933.22-13.99-7.20
Current Ratio0.770.77———
Cash Flow
Free Cash Flow$-45.6M$-45.6M$-20.1M$-19.5M$-3.9M
Returns
ROE-432.3%-432.3%125.6%436.9%-364.7%
Valuation
P/E——0.79—0.69
EV/EBITDA——5.87—2.92
P/B5.455.450.99——
Growth & Yield
Revenue Growth8.8%8.8%-32.3%-8.5%—
EPS Growth-186.9%-186.9%229.8%-184.7%—

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 +35.5%

Total return

+35.5%

Start / end P/E

n/dx → n/dx

EPS bridge

15.98 → -13.89

Residual

+35.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+35.5%

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.