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PALASHSECU.BO$101.70+4.06%
Fair $101.70+0.0%

PALASHSECU.BO

PALASHSECU.BO

Consumer Defensive / Packaged FoodsBSE

$101.70

+3.97 (+4.06%)

Fairly Valued+0.0%Fair Value $101.70Fund rank 31/100 · Data gapFallback financials|
SA 47/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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-121.5M · quality 72.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

47/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.3%, below the 5% threshold
Thesis & Journal · PALASHSECU.BOLocal privado en este navegador · PALASHSECU.BO
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

6.3x

↓

EV/EBITDA

6.7x

↓

ROE

3.3%

↓

Gross Margin

30.8%

↑

Debt/Equity

0.00

↓
52-Week Range$102
$80$148

TradingView lightweight chart

PALASHSECU.BO price, volumen y niveles de valoración

Último $101.70Periodo +80.5%
Fair value: $101.70

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

-2.5%

FCF CAGR

—

FCF margin

-40.2%

FCF / Net income

-1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $492.4M · net income $160.7M · FCF $-197.9M

2023-FY → 2026-FY

Gross margin

30.8%+2.1% pts

Operating margin

-8.7%+13.9% pts

Net margin

32.6%+62.0% pts

FCF margin

-40.2%-14.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$492.4M$492.4M$486.5M$408.8M$530.5M
Net Income$160.7M$160.7M$-126.6M$-96.2M$-155.7M
EBITDA$151.4M$151.4M$-139.3M$-110.3M$-107.7M
EPS16.0616.06-12.66-9.62-15.57
Gross Margin30.8%30.8%36.4%26.0%28.7%
Operating Margin-8.7%-8.7%-31.7%-29.7%-22.6%
Net Margin32.6%32.6%-26.0%-23.5%-29.4%
Balance Sheet
Debt/Equity0.000.000.040.060.05
Current Ratio61.5761.57———
Cash Flow
Free Cash Flow$-197.9M$-197.9M$-53.9M$-121.5M$-135.3M
Returns
ROE3.3%3.3%-2.2%-2.0%-4.0%
Valuation
P/E6.336.33———
EV/EBITDA6.686.68———
P/B0.210.210.210.280.26
Growth & Yield
Revenue Growth1.2%1.2%19.0%-22.9%—
EPS Growth226.9%226.9%-31.6%38.2%—

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

-17.5%

fácil

EPS terminal req.

$9.02

Spread vs growth

244.3%

5Y implied EPS CAGR

-7.4%

fácil

EPS terminal req.

$10.92

Spread vs growth

234.3%

10Y implied EPS CAGR

0.9%

fácil

EPS terminal req.

$17.59

Spread vs growth

225.9%

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 -17.0%

Total return

-17.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-12.66 → 16.06

Residual

-17.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.0%

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.