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NEOGEN.NS$1809.70+4.54%
Fair $1809.70+0.0%

NEOGEN.NS

Neogen Chemicals Limited

Basic Materials / Specialty ChemicalsNSE

$1809.70

+80.70 (+4.54%)

Fairly Valued+0.0%Fair Value $1809.70Fund rank 21/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9
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 17%

FCF escenarios

weak_data · normalized FCF $-3.3B · quality 38.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

42/100

C

Piotroski

2/9

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 3.5%, below the 5% threshold
Thesis & Journal · NEOGEN.NSLocal privado en este navegador · Neogen Chemicals 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

$49.6B

P/E

165.1x

↑

EV/EBITDA

42.9x

↑

ROE

3.5%

↑

Gross Margin

45.9%

↑

Debt/Equity

1.71

↑
52-Week Range$1810
$967$1887

TradingView lightweight chart

NEOGEN.NS price, volumen y niveles de valoración

Último $1,858Periodo +605.0%
Fair value: $1,810

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

+9.3%

FCF CAGR

—

FCF margin

-91.3%

FCF / Net income

-27.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.62B · net income $287.5M · FCF $-7.87B

2023-FY → 2026-FY

Gross margin

45.9%+7.5% pts

Operating margin

12.7%-1.7% pts

Net margin

3.3%-4.2% pts

FCF margin

-91.3%-71.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.62B$8.62B$7.78B$6.71B$6.60B
Net Income$287.5M$287.5M$348.3M$356.5M$499.7M
EBITDA$1.44B$1.44B$1.26B$1.13B$1.11B
EPS10.9010.9013.2013.9620.03
Gross Margin45.9%45.9%45.6%39.8%38.4%
Operating Margin12.7%12.7%14.0%13.0%14.4%
Net Margin3.3%3.3%4.5%5.3%7.6%
Balance Sheet
Debt/Equity1.711.710.760.540.77
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$-7.87B$-7.87B$-1.22B$-3.32B$-1.34B
Returns
ROE3.5%3.5%4.4%4.7%10.4%
Valuation
P/E165.12165.12118.5594.2467.47
EV/EBITDA42.8942.8937.3333.1233.55
P/B5.855.855.234.426.99
Growth & Yield
Revenue Growth10.9%10.9%15.9%1.6%—
EPS Growth-17.4%-17.4%-5.4%-30.3%—
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

145.1%

muy exigente

EPS terminal req.

$160.58

Spread vs growth

-162.6%

5Y implied EPS CAGR

77.9%

muy exigente

EPS terminal req.

$194.30

Spread vs growth

-95.3%

10Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$312.93

Spread vs growth

-57.3%

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 +6.5%

Total return

+6.5%

Start / end P/E

132.3x → 170.5x

EPS bridge

13.20 → 10.90

Residual

-5.0%

EPS growth-17.4%
Multiple rerating+28.9%
Dividend+0.1%
Residual / FX / buybacks / cross-term-5.0%

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.