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NBL.BO$76.98-2.22%
Fair $76.98+0.0%

NBL.BO

Naapbooks Limited

Technology / Information Technology ServicesBSE

$76.98

-1.75 (-2.22%)

Fairly Valued+0.0%Fair Value $76.98Fund rank 25/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-46.1M · quality 56.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

50/100

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: 0unknown: 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.
Thesis & Journal · NBL.BOLocal privado en este navegador · Naapbooks 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

$868M

P/E

12.0x

↓

EV/EBITDA

10.3x

↓

ROE

12.6%

↑

Gross Margin

90.1%

↑

Debt/Equity

0.02

↓
52-Week Range$77
$71$194

TradingView lightweight chart

NBL.BO price, volumen y niveles de valoración

Último $76.98Periodo +4.0%
Fair value: $76.98

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

+63.2%

FCF CAGR

—

FCF margin

-115.5%

FCF / Net income

-3.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $121.8M · net income $44.8M · FCF $-140.7M

2022-FY → 2025-FY

Gross margin

90.1%+22.9% pts

Operating margin

51.5%+34.9% pts

Net margin

36.8%+28.5% pts

FCF margin

-115.5%+27.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$121.8M$121.8M$77.7M$52.1M$28.0M
Net Income$44.8M$44.8M$16.6M$6.3M$2.3M
EBITDA$70.9M$70.9M$28.0M$14.0M$9.0M
EPS4.704.705.531.130.48
Gross Margin90.1%90.1%88.2%81.9%67.2%
Operating Margin51.5%51.5%30.5%18.7%16.5%
Net Margin36.8%36.8%21.3%12.0%8.3%
Balance Sheet
Debt/Equity0.020.020.110.110.05
Current Ratio2.832.83———
Cash Flow
Free Cash Flow$-140.7M$-140.7M$-46.1M$-169000.00$-40.0M
Returns
ROE12.6%12.6%9.9%8.3%3.7%
Valuation
P/E12.0512.0541.8659.85116.67
EV/EBITDA10.3410.3425.3726.8930.51
P/B2.062.064.124.954.35
Growth & Yield
Revenue Growth56.8%56.8%49.0%85.9%—
EPS Growth-15.0%-15.0%390.8%134.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$6.83

Spread vs growth

-28.3%

5Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$8.27

Spread vs growth

-27.0%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$13.31

Spread vs growth

-26.0%

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 -33.1%

Total return

-33.1%

Start / end P/E

20.8x → 16.4x

EPS bridge

5.53 → 4.70

Residual

+3.2%

EPS growth-15.0%
Multiple rerating-21.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.2%

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.