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NAPEROL.BO$585.00-1.18%
Fair $585.00+0.0%

NAPEROL.BO

Naperol Investments Limited

Basic Materials / ChemicalsBSE

$585.00

-7.00 (-1.18%)

Fairly Valued+0.0%Fair Value $585.00Fund rank 21/100 · Data gapFallback financials|
SA 26/D
F-Score: 3/9
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 14%

FCF escenarios

weak_data · normalized FCF $-34.4M · quality 27.7/100

Data gap 21/100
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

26/100

D

Piotroski

3/9

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. ROE is 1.2%, below the 5% threshold
Thesis & Journal · NAPEROL.BOLocal privado en este navegador · Naperol Investments 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

$3.4B

P/E

31.2x

↑

EV/EBITDA

30.3x

↑

ROE

1.2%

↑

Gross Margin

51.7%

↑

Debt/Equity

N/A

•
52-Week Range$585
$490$1212

TradingView lightweight chart

NAPEROL.BO price, volumen y niveles de valoración

Último $585.00Periodo +1737.3%
Fair value: $585.00

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

+141.7%

FCF CAGR

—

FCF margin

-32.4%

FCF / Net income

-0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $267.2M · net income $106.9M · FCF $-86.6M

2023-FY → 2026-FY

Gross margin

51.7%-10278.2% pts

Operating margin

41.3%+54.0% pts

Net margin

40.0%-19798.8% pts

FCF margin

-32.4%-108.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$267.2M$267.2M$195.7M$19.1M$18.9M
Net Income$106.9M$106.9M$105.5M$-3.7M$3.75B
EBITDA$110.5M$110.5M$111.5M$-6.2M$-2.4M
EPS——18.36-0.64652.95
Gross Margin51.7%51.7%72.1%100.0%10329.9%
Operating Margin41.3%41.3%57.0%-32.4%-12.7%
Net Margin40.0%40.0%53.9%-19.1%19838.8%
Balance Sheet
Current Ratio8.348.34———
Cash Flow
Free Cash Flow$-86.6M$-86.6M$-34.4M$10.9M$14.5M
Returns
ROE1.2%1.2%0.9%-0.0%67.3%
Valuation
P/E31.1731.1753.26—2.03
EV/EBITDA30.3530.3550.10——
P/B0.370.370.480.481.37
Growth & Yield
Revenue Growth36.5%36.5%924.2%1.0%—
EPS Growth——2968.8%-100.1%—
Dividend Yield1.0%1.0%———

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 -39.4%

Total return

-39.4%

Start / end P/E

n/dx → n/dx

EPS bridge

18.36 → n/d

Residual

-40.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term-40.4%

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.