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PCR.WA$68.60+0.14%
Fair $68.60+0.0%

PCR.WA

PCC Rokita SA

Basic Materials / ChemicalsWarsaw

$68.60

+0.10 (+0.14%)

Fairly Valued+0.0%Fair Value $68.60Fund rank 35/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
Declining RevenueMargin CompressionLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $177.3M · quality 74.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

35/100

D

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 4.5%, below the 5% threshold
Thesis & Journal · PCR.WALocal privado en este navegador · PCC Rokita SA
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

$1.4B

P/E

25.6x

↑

EV/EBITDA

7.0x

↓

ROE

4.5%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.40

↑
52-Week Range$69
$60$74

TradingView lightweight chart

PCR.WA price, volumen y niveles de valoración

Último $69.30Periodo +109.0%
Fair value: $68.60

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

-16.9%

FCF CAGR

-36.5%

FCF margin

8.0%

FCF / Net income

2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.80B · net income $61.5M · FCF $144.4M

2022-FY → 2025-FY

Gross margin

16.8%-19.7% pts

Operating margin

5.5%-20.8% pts

Net margin

3.4%-18.1% pts

FCF margin

8.0%-9.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.80B$1.80B$1.95B$2.39B$3.14B
Net Income$61.5M$61.5M$143.0M$267.8M$675.1M
EBITDA$255.3M$255.3M$375.1M$520.0M$1.02B
EPS3.093.097.2113.4934.00
Gross Margin16.8%16.8%20.1%24.5%36.5%
Operating Margin5.5%5.5%9.6%15.5%26.3%
Net Margin3.4%3.4%7.3%11.2%21.5%
Balance Sheet
Debt/Equity0.400.400.460.430.42
Current Ratio1.471.47———
Cash Flow
Free Cash Flow$144.4M$144.4M$177.3M$295.8M$563.1M
Returns
ROE4.5%4.5%10.3%19.4%43.7%
Valuation
P/E25.6025.6010.067.022.98
EV/EBITDA7.017.014.884.212.08
P/B1.011.011.031.361.30
Growth & Yield
Revenue Growth-7.5%-7.5%-18.5%-24.0%—
EPS Growth-57.1%-57.1%-46.6%-60.3%—
Dividend Yield3.8%3.8%———

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

25.4%

muy exigente

EPS terminal req.

$6.09

Spread vs growth

-82.5%

5Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$7.37

Spread vs growth

-76.1%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$11.86

Spread vs growth

-71.5%

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 +0.2%

Total return

+0.2%

Start / end P/E

10.0x → 22.4x

EPS bridge

7.21 → 3.09

Residual

-71.4%

EPS growth-57.1%
Multiple rerating+124.9%
Dividend+3.8%
Residual / FX / buybacks / cross-term-71.4%

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.