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PAKKA.NS$87.79-3.99%
Fair $87.79+0.0%

PAKKA.NS

Pakka Limited

Basic Materials / Paper & Paper ProductsNSE

$87.79

-3.65 (-3.99%)

Fairly Valued+0.0%Fair Value $87.79Fund rank 25/100 · Data gapFallback financials|
SA 34/D
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 17%

FCF escenarios

weak_data · normalized FCF $-131.0M · quality 40.3/100

Data gap 25/100
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

34/100

D

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 · PAKKA.NSLocal privado en este navegador · Pakka 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

$3.9B

P/E

65.5x

↑

EV/EBITDA

6.9x

↓

ROE

8.3%

↑

Gross Margin

58.8%

↑

Debt/Equity

0.46

↑
52-Week Range$88
$74$227

TradingView lightweight chart

PAKKA.NS price, volumen y niveles de valoración

Último $87.79Periodo -29.8%
Fair value: $87.79

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

+11.7%

FCF CAGR

—

FCF margin

-44.2%

FCF / Net income

-4.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.06B · net income $375.2M · FCF $-1.80B

2022-FY → 2025-FY

Gross margin

58.8%-1.3% pts

Operating margin

12.9%-7.5% pts

Net margin

9.2%-3.0% pts

FCF margin

-44.2%-45.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.06B$4.06B$4.05B$4.08B$2.91B
Net Income$375.2M$375.2M$408.1M$460.4M$357.1M
EBITDA$729.2M$729.2M$865.5M$886.2M$693.8M
EPS8.958.9510.4712.039.38
Gross Margin58.8%58.8%63.2%60.3%60.1%
Operating Margin12.9%12.9%18.2%18.0%20.4%
Net Margin9.2%9.2%10.1%11.3%12.3%
Balance Sheet
Debt/Equity0.460.460.740.510.63
Cash Flow
Free Cash Flow$-1.80B$-1.80B$-131.0M$122.4M$32.1M
Returns
ROE8.3%8.3%16.4%22.4%21.6%
Valuation
P/E65.5165.5129.24——
EV/EBITDA6.956.9515.27——
P/B0.810.814.81——
Growth & Yield
Revenue Growth0.3%0.3%-0.9%40.3%—
EPS Growth-14.5%-14.5%-13.0%28.2%—

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

-4.5%

fácil

EPS terminal req.

$7.79

Spread vs growth

-10.0%

5Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$9.43

Spread vs growth

-15.6%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$15.18

Spread vs growth

-19.9%

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 -50.5%

Total return

-50.5%

Start / end P/E

16.9x → 9.8x

EPS bridge

10.47 → 8.95

Residual

+6.1%

EPS growth-14.5%
Multiple rerating-42.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.1%

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.