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v0.1
PEP.WA$52.40+1.35%
Fair $52.40+0.0%

PEP.WA

Polenergia S.A.

Utilities / Utilities - Independent Power ProducersWarsaw

$52.40

+0.70 (+1.35%)

Fairly Valued+0.0%Fair Value $52.40Fund rank 22/100 · Data gapFallback financials|
SA 28/D
F-Score: 2/9
Declining RevenueLow 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 16%

FCF escenarios

weak_data · normalized FCF $317.0M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

28/100

D

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -2.9%, below the 5% threshold
Thesis & Journal · PEP.WALocal privado en este navegador · Polenergia 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

$4.0B

P/E

N/A

•

EV/EBITDA

21.5x

↑

ROE

-2.9%

↓

Gross Margin

14.0%

↓

Debt/Equity

0.74

↑
52-Week Range$52
$48$71

TradingView lightweight chart

PEP.WA price, volumen y niveles de valoración

Último $52.40Periodo +727.7%
Fair value: $52.40

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

-15.8%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

-2.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.23B · net income $-124.6M · FCF $317.0M

2022-FY → 2025-FY

Gross margin

14.0%+7.3% pts

Operating margin

7.6%+4.2% pts

Net margin

-2.9%-5.2% pts

FCF margin

7.5%+13.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.23B$4.23B$4.32B$5.62B$7.09B
Net Income$-124.6M$-124.6M$301.2M$263.6M$159.9M
EBITDA$329.0M$329.0M$670.0M$577.7M$377.9M
EPS-1.61-1.613.903.852.30
Gross Margin14.0%14.0%18.7%12.1%6.7%
Operating Margin7.6%7.6%11.1%7.2%3.4%
Net Margin-2.9%-2.9%7.0%4.7%2.3%
Balance Sheet
Debt/Equity0.740.740.550.430.55
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$317.0M$317.0M$518.5M$294.7M$-414.1M
Returns
ROE-2.9%-2.9%7.0%6.6%5.2%
Valuation
P/E——18.2619.7438.33
EV/EBITDA21.4821.489.799.7418.75
P/B0.930.931.281.301.99
Growth & Yield
Revenue Growth-2.2%-2.2%-23.1%-20.8%—
EPS Growth-141.3%-141.3%1.3%67.1%—

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 -26.0%

Total return

-26.0%

Start / end P/E

n/dx → n/dx

EPS bridge

3.90 → -1.61

Residual

-26.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-26.0%

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.