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ORIRAIL.BO$142.00+1.18%
Fair $142.00+0.0%

ORIRAIL.BO

Oriental Rail Infrastructure Limited

Industrials / RailroadsBSE

$142.00

+1.65 (+1.18%)

Fairly Valued+0.0%Fair Value $142.00Fund rank 23/100 · Data gapFallback financials|
SA 43/C
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 17%

FCF escenarios

weak_data · normalized FCF $-384.3M · quality 42.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

43/100

C

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 · ORIRAIL.BOLocal privado en este navegador · Oriental Rail Infrastructure 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

$9.5B

P/E

22.3x

↑

EV/EBITDA

12.8x

↑

ROE

10.1%

↑

Gross Margin

21.2%

↓

Debt/Equity

0.73

↑
52-Week Range$142
$101$191

TradingView lightweight chart

ORIRAIL.BO price, volumen y niveles de valoración

Último $142.00Periodo +2190.3%
Fair value: $142.00

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

+20.8%

FCF CAGR

—

FCF margin

-9.5%

FCF / Net income

-1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.73B · net income $422.4M · FCF $-546.9M

2023-FY → 2026-FY

Gross margin

21.2%+4.5% pts

Operating margin

13.2%+7.6% pts

Net margin

7.4%+6.4% pts

FCF margin

-9.5%+12.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.73B$5.73B$6.02B$5.26B$3.25B
Net Income$422.4M$422.4M$292.2M$300.1M$31.9M
EBITDA$918.5M$918.5M$760.3M$694.2M$256.3M
EPS——4.685.510.59
Gross Margin21.2%21.2%17.8%19.5%16.7%
Operating Margin13.2%13.2%10.2%11.2%5.6%
Net Margin7.4%7.4%4.9%5.7%1.0%
Balance Sheet
Debt/Equity0.730.730.771.022.91
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-546.9M$-546.9M$-384.3M$-5.7M$-700.8M
Returns
ROE10.1%10.1%8.4%10.5%3.0%
Valuation
P/E22.2922.2935.1445.9967.37
EV/EBITDA12.7612.7615.8323.0920.12
P/B2.272.272.964.821.99
Growth & Yield
Revenue Growth-4.8%-4.8%14.4%61.8%—
EPS Growth——-15.1%833.9%—
Dividend Yield0.1%0.1%———

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 -18.6%

Total return

-18.6%

Start / end P/E

n/dx → n/dx

EPS bridge

4.68 → n/d

Residual

-18.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term-18.7%

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.