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PANAMAPET.NS$315.55+4.76%
Fair $315.55+0.0%

PANAMAPET.NS

Panama Petrochem Limited

Energy / Oil & Gas Refining & MarketingNSE

$315.55

+14.35 (+4.76%)

Fairly Valued+0.0%Fair Value $315.55Fund rank 27/100 · Data gapFallback financials|
SA 59/C
F-Score: 2/9

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 18%

FCF escenarios

weak_data · normalized FCF $-772.8M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

59/100

C

Piotroski

2/9

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 · PANAMAPET.NSLocal privado en este navegador · Panama Petrochem 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

$19.1B

P/E

9.0x

↓

EV/EBITDA

6.8x

↓

ROE

14.5%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.08

↓
52-Week Range$316
$229$373

TradingView lightweight chart

PANAMAPET.NS price, volumen y niveles de valoración

Último $315.55Periodo +1405.2%
Fair value: $315.55

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

+10.9%

FCF CAGR

—

FCF margin

-4.0%

FCF / Net income

-0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.64B · net income $2.13B · FCF $-1.24B

2023-FY → 2026-FY

Gross margin

16.8%-4.6% pts

Operating margin

8.5%-5.3% pts

Net margin

6.9%-3.4% pts

FCF margin

-4.0%-11.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$30.64B$30.64B$27.93B$23.57B$22.49B
Net Income$2.13B$2.13B$1.87B$1.95B$2.33B
EBITDA$2.88B$2.88B$2.59B$2.65B$3.12B
EPS——30.9232.2638.51
Gross Margin16.8%16.8%15.9%16.2%21.4%
Operating Margin8.5%8.5%8.4%10.4%13.9%
Net Margin6.9%6.9%6.7%8.3%10.4%
Balance Sheet
Debt/Equity0.080.080.030.020.00
Current Ratio3.693.69———
Cash Flow
Free Cash Flow$-1.24B$-1.24B$1.35B$-772.8M$1.74B
Returns
ROE14.5%14.5%14.9%17.7%24.5%
Valuation
P/E8.988.9812.3210.667.87
EV/EBITDA6.766.768.387.605.57
P/B1.301.301.841.891.93
Growth & Yield
Revenue Growth9.7%9.7%18.5%4.8%—
EPS Growth——-4.2%-16.2%—
Dividend Yield1.7%1.7%———

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 -11.7%

Total return

-11.7%

Start / end P/E

n/dx → n/dx

EPS bridge

30.92 → n/d

Residual

-13.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term-13.4%

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.