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N02.SI$0.91+0.00%
Fair $0.91+0.0%

N02.SI

NSL Ltd

Basic Materials / Building MaterialsSES

$0.91

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.91Fund rank 30/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $22.7M · quality 56.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

60/100

B

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · N02.SILocal privado en este navegador · NSL Ltd
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

$340M

P/E

10.1x

↓

EV/EBITDA

5.1x

↓

ROE

7.3%

↑

Gross Margin

22.9%

↑

Debt/Equity

0.06

↓
52-Week Range$1
$1$1

TradingView lightweight chart

N02.SI price, volumen y niveles de valoración

Último $0.910Periodo -73.5%
Fair value: $0.910

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+5.3%

FCF CAGR

—

FCF margin

5.6%

FCF / Net income

0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $302.7M · net income $21.3M · FCF $17.1M

2021-FY → 2024-FY

Gross margin

22.9%+8.7% pts

Operating margin

10.9%+8.0% pts

Net margin

7.0%+5.1% pts

FCF margin

5.6%+6.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$302.7M$302.7M$298.1M$369.7M$259.6M
Net Income$21.3M$21.3M$-18.7M$10.7M$4.9M
EBITDA$46.9M$46.9M$3.4M$32.8M$24.5M
EPS0.060.06-0.050.030.01
Gross Margin22.9%22.9%18.0%16.2%14.2%
Operating Margin10.9%10.9%5.5%5.5%2.9%
Net Margin7.0%7.0%-6.3%2.9%1.9%
Balance Sheet
Debt/Equity0.060.060.120.090.11
Current Ratio2.932.93———
Cash Flow
Free Cash Flow$17.1M$17.1M$31.5M$22.7M$-2.6M
Returns
ROE7.3%7.3%-6.8%2.3%1.0%
Valuation
P/E10.1110.11—29.7265.65
EV/EBITDA5.085.0858.052.793.97
P/B1.161.161.050.680.67
Growth & Yield
Revenue Growth1.6%1.6%-19.4%42.4%—
EPS Growth213.6%213.6%-275.2%118.3%—
Dividend Yield7.1%7.1%———

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

12.4%

razonable

EPS terminal req.

$0.08

Spread vs growth

201.2%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$0.10

Spread vs growth

202.2%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$0.16

Spread vs growth

202.9%

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 +31.8%

Total return

+31.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → 0.06

Residual

+24.7%

EPS growthn/d
Multiple reratingn/d
Dividend+7.1%
Residual / FX / buybacks / cross-term+24.7%

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.