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v0.1
OPUS.BD$357.00+1.85%
Fair $357.00+0.0%

OPUS.BD

OPUS GLOBAL Nyrt.

Industrials / ConglomeratesBudapest

$357.00

+6.50 (+1.85%)

Fairly Valued+0.0%Fair Value $357.00Fund rank 29/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $36.2B · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

39/100

D

Piotroski

5/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · OPUS.BDLocal privado en este navegador · OPUS GLOBAL Nyrt.
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

$191.6B

P/E

8.8x

↓

EV/EBITDA

2.0x

↓

ROE

9.6%

↑

Gross Margin

33.4%

↑

Debt/Equity

1.04

↑
52-Week Range$357
$271$605

TradingView lightweight chart

OPUS.BD price, volumen y niveles de valoración

Último $357.00Periodo +65.3%
Fair value: $357.00

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

-4.8%

FCF CAGR

+1.3%

FCF margin

9.5%

FCF / Net income

1.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $443.43B · net income $21.77B · FCF $42.26B

2022-FY → 2025-FY

Gross margin

33.4%+8.2% pts

Operating margin

11.9%+5.7% pts

Net margin

4.9%+2.5% pts

FCF margin

9.5%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$443.43B$443.43B$586.08B$643.79B$513.88B
Net Income$21.77B$21.77B$32.37B$25.86B$12.32B
EBITDA$129.99B$129.99B$120.08B$114.12B$83.37B
EPS——52.4068.5018.50
Gross Margin33.4%33.4%26.3%20.6%25.2%
Operating Margin11.9%11.9%6.9%6.9%6.2%
Net Margin4.9%4.9%5.5%4.0%2.4%
Balance Sheet
Debt/Equity1.041.041.091.171.36
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$42.26B$42.26B$-41.15B$36.16B$40.63B
Returns
ROE9.6%9.6%14.4%11.8%6.0%
Valuation
P/E8.808.8010.025.647.14
EV/EBITDA2.002.003.412.293.10
P/B0.840.841.441.160.44
Growth & Yield
Revenue Growth-24.3%-24.3%-9.0%25.3%—
EPS Growth——-23.5%270.3%—
Dividend Yield4.3%4.3%———

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 -31.7%

Total return

-31.7%

Start / end P/E

n/dx → n/dx

EPS bridge

52.40 → n/d

Residual

-36.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term-36.0%

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.