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PATI4.SA$30.00+0.00%
Fair $30.00+0.0%

PATI4.SA

Panatlântica S.A.

Basic Materials / SteelSão Paulo

$30.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $30.00Fund rank 37/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $180.5M · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

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: 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 · PATI4.SALocal privado en este navegador · Panatlântica S.A.
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

$718M

P/E

14.8x

↓

EV/EBITDA

6.2x

↓

ROE

6.7%

↑

Gross Margin

11.0%

↓

Debt/Equity

0.43

↑
52-Week Range$30
$30$40

TradingView lightweight chart

PATI4.SA price, volumen y niveles de valoración

Último $30.00Periodo +504.7%
Fair value: $30.00

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

-6.1%

FCF CAGR

-11.5%

FCF margin

9.4%

FCF / Net income

3.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.93B · net income $49.9M · FCF $180.5M

2022-FY → 2025-FY

Gross margin

11.0%+2.9% pts

Operating margin

4.4%-0.0% pts

Net margin

2.6%+0.2% pts

FCF margin

9.4%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.93B$1.93B$2.11B$1.88B$2.33B
Net Income$49.9M$49.9M$84.7M$13.4M$55.7M
EBITDA$163.0M$163.0M$194.5M$141.3M$227.2M
EPS——3.540.562.33
Gross Margin11.0%11.0%12.4%9.6%8.1%
Operating Margin4.4%4.4%6.1%3.0%4.4%
Net Margin2.6%2.6%4.0%0.7%2.4%
Balance Sheet
Debt/Equity0.430.430.640.480.74
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$180.5M$180.5M$166.2M$228.8M$260.1M
Returns
ROE6.7%6.7%11.3%1.6%6.6%
Valuation
P/E14.7814.789.8958.9322.31
EV/EBITDA6.226.226.665.395.57
P/B0.970.971.120.941.48
Growth & Yield
Revenue Growth-8.6%-8.6%12.3%-19.4%—
EPS Growth——532.1%-76.0%—
Dividend Yield6.2%6.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -5.6%

Total return

-5.6%

Start / end P/E

n/dx → n/dx

EPS bridge

3.54 → n/d

Residual

-11.8%

EPS growthn/d
Multiple reratingn/d
Dividend+6.2%
Residual / FX / buybacks / cross-term-11.8%

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.