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NTCIND.BO$159.50+1.24%
Fair $159.50+0.0%

NTCIND.BO

ntc industries limited

Consumer Defensive / TobaccoBSE

$159.50

+1.95 (+1.24%)

Fairly Valued+0.0%Fair Value $159.50Fund rank 26/100 · Data gapFallback financials|
SA 38/D
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 $-74.0M · quality 54.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

38/100

D

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 · NTCIND.BOLocal privado en este navegador · ntc industries 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

$2.3B

P/E

24.6x

↑

EV/EBITDA

9.1x

↑

ROE

9.3%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.37

↑
52-Week Range$160
$138$228

TradingView lightweight chart

NTCIND.BO price, volumen y niveles de valoración

Último $159.50Periodo +3444.4%
Fair value: $159.50

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

+25.4%

FCF CAGR

—

FCF margin

-9.9%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $974.4M · net income $195.6M · FCF $-96.5M

2023-FY → 2026-FY

Gross margin

23.0%-15.0% pts

Operating margin

20.4%+11.1% pts

Net margin

20.1%+7.3% pts

FCF margin

-9.9%-6.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$974.4M$974.4M$455.6M$421.3M$494.2M
Net Income$195.6M$195.6M$113.7M$50.6M$63.2M
EBITDA$335.9M$335.9M$218.0M$92.8M$111.4M
EPS——8.794.245.30
Gross Margin23.0%23.0%32.1%55.2%38.0%
Operating Margin20.4%20.4%27.6%14.8%9.3%
Net Margin20.1%20.1%25.0%12.0%12.8%
Balance Sheet
Debt/Equity0.370.370.370.450.07
Current Ratio3.333.33———
Cash Flow
Free Cash Flow$-96.5M$-96.5M$-22.7M$-74.0M$-15.9M
Returns
ROE9.3%9.3%5.4%4.9%7.1%
Valuation
P/E24.6124.6122.6126.8313.72
EV/EBITDA9.149.1415.3219.608.32
P/B1.101.101.221.320.98
Growth & Yield
Revenue Growth113.9%113.9%8.1%-14.8%—
EPS Growth——107.3%-20.0%—

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 -17.9%

Total return

-17.9%

Start / end P/E

n/dx → n/dx

EPS bridge

8.79 → n/d

Residual

-17.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.9%

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.