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PEAB3.SA$40.00+0.00%
Fair $40.00+0.0%

PEAB3.SA

Companhia de Participações Aliança da Bahia

Financial Services / Asset ManagementSão Paulo

$40.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $40.00Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 2/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 17.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

53/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 3.7%, below the 5% threshold
Thesis & Journal · PEAB3.SALocal privado en este navegador · Companhia de Participações Aliança da Bahia
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

$726M

P/E

16.2x

↑

EV/EBITDA

10.7x

↓

ROE

3.7%

↓

Gross Margin

40.7%

↓

Debt/Equity

0.17

↓
52-Week Range$40
$35$42

TradingView lightweight chart

PEAB3.SA price, volumen y niveles de valoración

Último $40.00Periodo +11098.6%
Fair value: $40.00

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

+40.1%

FCF CAGR

—

FCF margin

-45.2%

FCF / Net income

-1.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $117.3M · net income $33.7M · FCF $-53.0M

2022-FY → 2025-FY

Gross margin

40.7%-36.9% pts

Operating margin

-20.8%-29.6% pts

Net margin

28.7%-66.4% pts

FCF margin

-45.2%+13.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$117.3M$117.3M$87.7M$49.6M$42.7M
Net Income$33.7M$33.7M$41.0M$12.1M$40.6M
EBITDA$80.8M$80.8M$73.3M$35.7M$68.6M
EPS1.861.862.170.943.16
Gross Margin40.7%40.7%65.1%65.4%77.6%
Operating Margin-20.8%-20.8%-22.4%5.7%8.8%
Net Margin28.7%28.7%46.8%24.5%95.1%
Balance Sheet
Debt/Equity0.170.170.130.170.08
Current Ratio3.343.34———
Cash Flow
Free Cash Flow$-53.0M$-53.0M$-39.6M$5.7M$-25.2M
Returns
ROE3.7%3.7%4.6%1.8%5.9%
Valuation
P/E16.1916.1919.5839.2113.62
EV/EBITDA10.7410.7412.4616.428.86
P/B0.800.800.900.690.80
Growth & Yield
Revenue Growth33.8%33.8%76.9%16.2%—
EPS Growth-14.4%-14.4%129.8%-70.1%—
Dividend Yield4.3%4.3%———

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

24.1%

exigente

EPS terminal req.

$3.55

Spread vs growth

-38.4%

5Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$4.29

Spread vs growth

-32.6%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$6.92

Spread vs growth

-28.4%

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 +6.8%

Total return

+6.8%

Start / end P/E

18.0x → 21.5x

EPS bridge

2.17 → 1.86

Residual

-2.8%

EPS growth-14.4%
Multiple rerating+19.8%
Dividend+4.3%
Residual / FX / buybacks / cross-term-2.8%

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.