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ORIENTCER.BO$40.26-1.88%
Fair $40.26+0.0%

ORIENTCER.BO

Orient Ceratech Limited

Basic Materials / Specialty ChemicalsBSE

$40.26

-0.77 (-1.88%)

Fairly Valued+0.0%Fair Value $40.26Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
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 18%

FCF escenarios

weak_data · normalized FCF $-41.0M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

44/100

C

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 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 · ORIENTCER.BOLocal privado en este navegador · Orient Ceratech 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

$4.8B

P/E

22.0x

↑

EV/EBITDA

16.1x

↑

ROE

3.5%

↑

Gross Margin

35.3%

↑

Debt/Equity

0.25

↑
52-Week Range$40
$34$57

TradingView lightweight chart

ORIENTCER.BO price, volumen y niveles de valoración

Último $40.26Periodo +1689.3%
Fair value: $40.26

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

+6.9%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

-0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.24B · net income $99.3M · FCF $-41.0M

2022-FY → 2025-FY

Gross margin

35.3%+8.4% pts

Operating margin

5.5%+1.8% pts

Net margin

3.1%+0.5% pts

FCF margin

-1.3%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.24B$3.24B$3.12B$3.01B$2.66B
Net Income$99.3M$99.3M$190.2M$142.1M$68.6M
EBITDA$339.8M$339.8M$406.0M$333.1M$223.8M
EPS0.830.831.591.190.57
Gross Margin35.3%35.3%32.4%28.1%26.8%
Operating Margin5.5%5.5%7.1%5.6%3.7%
Net Margin3.1%3.1%6.1%4.7%2.6%
Balance Sheet
Debt/Equity0.250.250.210.060.15
Current Ratio3.123.12———
Cash Flow
Free Cash Flow$-41.0M$-41.0M$-419.9M$279.6M$-72.6M
Returns
ROE3.5%3.5%6.9%5.5%2.8%
Valuation
P/E22.0022.0033.1821.2453.16
EV/EBITDA16.1216.1216.879.3517.74
P/B1.701.702.291.161.46
Growth & Yield
Revenue Growth3.9%3.9%3.6%13.5%—
EPS Growth-47.8%-47.8%33.6%108.8%—
Dividend Yield0.6%0.6%———

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

62.7%

muy exigente

EPS terminal req.

$3.57

Spread vs growth

-110.5%

5Y implied EPS CAGR

39.1%

muy exigente

EPS terminal req.

$4.32

Spread vs growth

-86.9%

10Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$6.96

Spread vs growth

-71.5%

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 +15.4%

Total return

+15.4%

Start / end P/E

22.1x → 48.5x

EPS bridge

1.59 → 0.83

Residual

-57.3%

EPS growth-47.8%
Multiple rerating+119.9%
Dividend+0.6%
Residual / FX / buybacks / cross-term-57.3%

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.