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PCCOSMA.BO$319.60-3.62%
Fair $319.60+0.0%

PCCOSMA.BO

Pee Cee Cosma Sope Limited

Consumer Defensive / Household & Personal ProductsBSE

$319.60

-12.00 (-3.62%)

Fairly Valued+0.0%Fair Value $319.60Fund rank 30/100 · Data gapFallback financials|
SA 42/C
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $55.7M · quality 52.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

42/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · PCCOSMA.BOLocal privado en este navegador · Pee Cee Cosma Sope 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

$846M

P/E

10.5x

↓

EV/EBITDA

5.8x

↓

ROE

19.8%

↑

Gross Margin

27.0%

↓

Debt/Equity

0.03

↓
52-Week Range$320
$286$552

TradingView lightweight chart

PCCOSMA.BO price, volumen y niveles de valoración

Último $319.60Periodo +1217.9%
Fair value: $319.60

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

+14.9%

FCF CAGR

—

FCF margin

4.0%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.41B · net income $96.1M · FCF $55.7M

2022-FY → 2025-FY

Gross margin

27.0%+5.0% pts

Operating margin

8.1%+5.8% pts

Net margin

6.8%+5.0% pts

FCF margin

4.0%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.41B$1.41B$1.34B$1.25B$926.9M
Net Income$96.1M$96.1M$104.4M$24.9M$16.9M
EBITDA$147.4M$147.4M$159.4M$57.0M$33.4M
EPS36.3036.3039.509.406.40
Gross Margin27.0%27.0%29.9%21.7%21.9%
Operating Margin8.1%8.1%10.4%3.0%2.3%
Net Margin6.8%6.8%7.8%2.0%1.8%
Balance Sheet
Debt/Equity0.030.030.040.350.50
Cash Flow
Free Cash Flow$55.7M$55.7M$92.9M$24.5M$-13.5M
Returns
ROE19.8%19.8%25.9%8.2%6.0%
Valuation
P/E10.5410.5410.5010.8420.63
EV/EBITDA5.815.816.986.5914.28
P/B1.741.742.730.891.24
Growth & Yield
Revenue Growth5.2%5.2%7.3%34.3%—
EPS Growth-8.1%-8.1%320.2%46.9%—
Dividend Yield0.9%0.9%———

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

-7.9%

fácil

EPS terminal req.

$28.36

Spread vs growth

-0.2%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$34.31

Spread vs growth

-7.0%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$55.26

Spread vs growth

-12.4%

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 -33.3%

Total return

-33.3%

Start / end P/E

12.3x → 8.8x

EPS bridge

39.50 → 36.30

Residual

+2.3%

EPS growth-8.1%
Multiple rerating-28.4%
Dividend+0.9%
Residual / FX / buybacks / cross-term+2.3%

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.