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OPTIFIN.BO$13.99+3.25%
Fair $13.99+0.0%

OPTIFIN.BO

Optimus Finance Limited

Basic Materials / ChemicalsBSE

$13.99

+0.44 (+3.25%)

Fairly Valued+0.0%Fair Value $13.99Fund rank 25/100 · Data gapFallback financials|
SA 49/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-105.6M · quality 53.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

49/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · OPTIFIN.BOLocal privado en este navegador · Optimus Finance 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

$1.0B

P/E

18.7x

↑

EV/EBITDA

7.8x

↓

ROE

10.1%

↑

Gross Margin

18.5%

↓

Debt/Equity

0.40

↑
52-Week Range$14
$11$29

TradingView lightweight chart

OPTIFIN.BO price, volumen y niveles de valoración

Último $13.99Periodo +154.4%
Fair value: $13.99

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

+33.3%

FCF CAGR

—

FCF margin

-9.9%

FCF / Net income

-2.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.58B · net income $58.1M · FCF $-156.1M

2022-FY → 2025-FY

Gross margin

18.5%+0.4% pts

Operating margin

8.1%+0.6% pts

Net margin

3.7%-0.3% pts

FCF margin

-9.9%-8.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.58B$1.58B$1.10B$957.6M$666.7M
Net Income$58.1M$58.1M$52.6M$45.3M$26.4M
EBITDA$150.4M$150.4M$118.3M$106.4M$75.5M
EPS0.780.780.700.750.47
Gross Margin18.5%18.5%17.2%15.4%18.1%
Operating Margin8.1%8.1%6.8%9.6%7.6%
Net Margin3.7%3.7%4.8%4.7%4.0%
Balance Sheet
Debt/Equity0.400.400.390.190.41
Cash Flow
Free Cash Flow$-156.1M$-156.1M$-105.6M$-22.9M$-9.8M
Returns
ROE10.1%10.1%13.5%14.6%13.5%
Valuation
P/E18.6518.6513.177.998.21
EV/EBITDA7.777.777.043.753.82
P/B1.821.821.771.171.11
Growth & Yield
Revenue Growth44.0%44.0%14.5%43.6%—
EPS Growth11.4%11.4%-7.0%58.9%—

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

16.8%

exigente

EPS terminal req.

$1.24

Spread vs growth

-5.3%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$1.50

Spread vs growth

-2.6%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$2.42

Spread vs growth

-0.6%

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 -30.3%

Total return

-30.3%

Start / end P/E

28.7x → 17.9x

EPS bridge

0.70 → 0.78

Residual

-4.3%

EPS growth+11.4%
Multiple rerating-37.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.3%

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.