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NUCLEUS.NS$734.70+1.16%
Fair $734.70+0.0%

NUCLEUS.NS

Nucleus Software Exports Limited

Technology / Software - ApplicationNSE

$734.70

+8.45 (+1.16%)

Fairly Valued+0.0%Fair Value $734.70Fund rank 35/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

47/100

C

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: 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 · NUCLEUS.NSLocal privado en este navegador · Nucleus Software Exports 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

$19.3B

P/E

16.6x

↓

EV/EBITDA

11.1x

↓

ROE

12.9%

↑

Gross Margin

32.7%

↑

Debt/Equity

0.01

↓
52-Week Range$735
$712$1378

TradingView lightweight chart

NUCLEUS.NS price, volumen y niveles de valoración

Último $734.70Periodo +2699.9%
Fair value: $734.70

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

+11.4%

FCF CAGR

+24.5%

FCF margin

10.2%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.76B · net income $1.17B · FCF $890.9M

2023-FY → 2026-FY

Gross margin

32.7%-4.1% pts

Operating margin

12.5%-9.3% pts

Net margin

13.3%-6.8% pts

FCF margin

10.2%+2.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.76B$8.76B$8.32B$8.26B$6.34B
Net Income$1.17B$1.17B$1.63B$1.92B$1.28B
EBITDA$1.68B$1.68B$2.35B$2.71B$1.90B
EPS44.3544.3561.4071.5647.73
Gross Margin32.7%32.7%35.8%39.3%36.9%
Operating Margin12.5%12.5%18.4%24.9%21.8%
Net Margin13.3%13.3%19.6%23.2%20.1%
Balance Sheet
Debt/Equity0.010.010.000.010.01
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$890.9M$890.9M$1.36B$1.93B$461.4M
Returns
ROE12.9%12.9%20.0%24.6%20.9%
Valuation
P/E16.5616.5613.1919.2214.47
EV/EBITDA11.1011.108.9613.449.48
P/B2.132.132.644.743.03
Growth & Yield
Revenue Growth5.3%5.3%0.7%30.3%—
EPS Growth-27.8%-27.8%-14.2%49.9%—
Dividend Yield1.7%1.7%———

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

13.7%

razonable

EPS terminal req.

$65.19

Spread vs growth

-41.5%

5Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$78.88

Spread vs growth

-40.0%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$127.04

Spread vs growth

-38.9%

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 -42.1%

Total return

-42.1%

Start / end P/E

21.3x → 16.6x

EPS bridge

61.40 → 44.35

Residual

+6.2%

EPS growth-27.8%
Multiple rerating-22.2%
Dividend+1.7%
Residual / FX / buybacks / cross-term+6.2%

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.