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NELCO.NS$687.30-1.51%
Fair $687.30+0.0%

NELCO.NS

Nelco Limited

Technology / Communication EquipmentNSE

$687.30

-10.55 (-1.51%)

Fairly Valued+0.0%Fair Value $687.30Fund rank 29/100 · Data gapFallback financials|
SA 28/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $30.9M · quality 47.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

28/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 2.6%, below the 5% threshold
Thesis & Journal · NELCO.NSLocal privado en este navegador · Nelco 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

$15.7B

P/E

477.3x

↑

EV/EBITDA

55.3x

↑

ROE

2.6%

↓

Gross Margin

88.0%

↑

Debt/Equity

0.57

↑
52-Week Range$687
$500$1161

TradingView lightweight chart

NELCO.NS price, volumen y niveles de valoración

Último $687.15Periodo +1254.0%
Fair value: $687.30

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

-0.7%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.07B · net income $33.2M · FCF $-80.2M

2023-FY → 2026-FY

Gross margin

88.0%+29.5% pts

Operating margin

2.8%-8.7% pts

Net margin

1.1%-5.3% pts

FCF margin

-2.6%-13.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$3.07B$3.07B$3.05B$3.20B$3.13B
Net Income$33.2M$33.2M$95.3M$236.7M$198.5M
EBITDA$294.1M$294.1M$473.4M$622.2M$633.3M
EPS1.451.454.1810.378.70
Gross Margin88.0%88.0%91.1%59.4%58.5%
Operating Margin2.8%2.8%6.5%12.0%11.5%
Net Margin1.1%1.1%3.1%7.4%6.3%
Balance Sheet
Debt/Equity0.570.570.410.460.60
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$-80.2M$-80.2M$30.9M$285.8M$329.9M
Returns
ROE2.6%2.6%7.5%19.2%19.0%
Valuation
P/E477.29477.29209.3773.4164.07
EV/EBITDA55.3355.3342.9628.4820.82
P/B12.2212.2215.6014.0612.16
Growth & Yield
Revenue Growth0.6%0.6%-4.8%2.3%—
EPS Growth-65.3%-65.3%-59.7%19.2%—
Dividend Yield0.1%0.1%———

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

247.8%

muy exigente

EPS terminal req.

$60.99

Spread vs growth

-313.1%

5Y implied EPS CAGR

119.4%

muy exigente

EPS terminal req.

$73.79

Spread vs growth

-184.8%

10Y implied EPS CAGR

55.4%

muy exigente

EPS terminal req.

$118.85

Spread vs growth

-120.7%

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 -24.4%

Total return

-24.4%

Start / end P/E

217.9x → 473.9x

EPS bridge

4.18 → 1.45

Residual

-76.7%

EPS growth-65.3%
Multiple rerating+117.5%
Dividend+0.1%
Residual / FX / buybacks / cross-term-76.7%

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.