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MYPK3.SA$9.05+0.78%
Fair $9.05+0.0%

MYPK3.SA

Iochpe-Maxion S.A.

Consumer Cyclical / Auto PartsSão Paulo

$9.05

+0.07 (+0.78%)

Fairly Valued+0.0%Fair Value $9.05Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

31/100

D

Piotroski

6/9

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 2.3%, below the 5% threshold
Thesis & Journal · MYPK3.SALocal privado en este navegador · Iochpe-Maxion 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

$1.4B

P/E

14.8x

↓

EV/EBITDA

3.6x

↓

ROE

2.3%

↓

Gross Margin

12.0%

↓

Debt/Equity

1.30

↑
52-Week Range$9
$9$15

TradingView lightweight chart

MYPK3.SA price, volumen y niveles de valoración

Último $9.050Periodo -100.0%
Fair value: $9.050

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

-3.2%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.37B · net income $98.4M · FCF $-183.6M

2022-FY → 2025-FY

Gross margin

12.0%+1.4% pts

Operating margin

6.1%+0.1% pts

Net margin

0.6%-1.0% pts

FCF margin

-1.2%-9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.37B$15.37B$15.33B$14.96B$16.95B
Net Income$98.4M$98.4M$264.7M$30.7M$278.9M
EBITDA$1.49B$1.49B$1.64B$1.35B$1.65B
EPS0.660.661.770.201.84
Gross Margin12.0%12.0%11.9%10.1%10.7%
Operating Margin6.1%6.1%6.6%5.3%6.1%
Net Margin0.6%0.6%1.7%0.2%1.6%
Balance Sheet
Debt/Equity1.301.301.401.831.65
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$-183.6M$-183.6M$1.61B$1.49B$1.39B
Returns
ROE2.3%2.3%5.8%0.8%7.1%
Valuation
P/E14.8414.846.2760.696.11
EV/EBITDA3.613.613.404.213.58
P/B0.310.310.360.510.44
Growth & Yield
Revenue Growth0.2%0.2%2.5%-11.8%—
EPS Growth-62.8%-62.8%765.2%-88.9%—
Dividend Yield9.8%9.8%———

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

6.9%

razonable

EPS terminal req.

$0.80

Spread vs growth

-69.7%

5Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$0.97

Spread vs growth

-71.0%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$1.56

Spread vs growth

-71.9%

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 -17.4%

Total return

-17.4%

Start / end P/E

7.0x → 13.8x

EPS bridge

1.77 → 0.66

Residual

-60.1%

EPS growth-62.8%
Multiple rerating+95.6%
Dividend+9.8%
Residual / FX / buybacks / cross-term-60.1%

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.