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PANJON.BO$20.99-7.33%
Fair $20.99+0.0%

PANJON.BO

Panjon Limited

Consumer Defensive / Packaged FoodsBSE

$20.99

-1.65 (-7.33%)

Fairly Valued+0.0%Fair Value $20.99Fund rank 24/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
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 $-6.3M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

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: 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 2.4%, below the 5% threshold
Thesis & Journal · PANJON.BOLocal privado en este navegador · Panjon 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

$360M

P/E

84.0x

↑

EV/EBITDA

40.5x

↑

ROE

2.4%

↓

Gross Margin

15.9%

↓

Debt/Equity

0.16

↓
52-Week Range$21
$16$30

TradingView lightweight chart

PANJON.BO price, volumen y niveles de valoración

Último $20.87Periodo -78.3%
Fair value: $20.99

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

+53.4%

FCF CAGR

—

FCF margin

-15.6%

FCF / Net income

-12.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $304.6M · net income $4.0M · FCF $-47.7M

2022-FY → 2025-FY

Gross margin

15.9%-30.8% pts

Operating margin

1.3%+1.4% pts

Net margin

1.3%+50.5% pts

FCF margin

-15.6%-35.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$304.6M$304.6M$125.5M$60.9M$84.3M
Net Income$4.0M$4.0M$1.5M$8.1M$-41.5M
EBITDA$9.3M$9.3M$4.1M$3.8M$-37.5M
EPS0.230.230.100.52-2.68
Gross Margin15.9%15.9%28.6%65.8%46.7%
Operating Margin1.3%1.3%-1.9%-3.6%-0.1%
Net Margin1.3%1.3%1.2%13.3%-49.2%
Balance Sheet
Debt/Equity0.160.160.100.060.06
Cash Flow
Free Cash Flow$-47.7M$-47.7M$-6.3M$-1.4M$16.4M
Returns
ROE2.4%2.4%1.0%6.0%-32.8%
Valuation
P/E83.9683.96197.7625.81—
EV/EBITDA40.5240.5270.4353.84—
P/B2.152.152.031.552.52
Growth & Yield
Revenue Growth142.7%142.7%106.1%-27.8%—
EPS Growth138.8%138.8%-81.3%119.5%—

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

99.7%

muy exigente

EPS terminal req.

$1.86

Spread vs growth

39.1%

5Y implied EPS CAGR

57.3%

muy exigente

EPS terminal req.

$2.25

Spread vs growth

81.5%

10Y implied EPS CAGR

31.5%

muy exigente

EPS terminal req.

$3.63

Spread vs growth

107.2%

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 +7.6%

Total return

+7.6%

Start / end P/E

198.0x → 89.2x

EPS bridge

0.10 → 0.23

Residual

-76.3%

EPS growth+138.8%
Multiple rerating-54.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-76.3%

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.