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PIES.TA$4401.00+0.00%
Fair $4401.00+0.0%

PIES.TA

Pie Siam Ltd

Consumer Cyclical / LodgingTel Aviv

$4401.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4401.00Fund rank 22/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $-94.9M · quality 48.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

46/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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 2 consecutive years
Thesis & Journal · PIES.TALocal privado en este navegador · Pie Siam Ltd
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

$819M

P/E

8.2x

↓

EV/EBITDA

483.1x

↑

ROE

8.8%

↑

Gross Margin

5.6%

↓

Debt/Equity

1.29

↑
52-Week Range$4401
$32$4615

TradingView lightweight chart

PIES.TA price, volumen y niveles de valoración

Último $4,401Periodo +11184.6%
Fair value: $4,401

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

-16.7%

FCF CAGR

—

FCF margin

-451.3%

FCF / Net income

-1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.7M · net income $99.7M · FCF $-116.2M

2023-FY → 2025-FY

Gross margin

5.6%-21.4% pts

Operating margin

-61.6%-58.2% pts

Net margin

387.3%+545.4% pts

FCF margin

-451.3%-268.6% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$25.7M$25.7M$28.1M$37.1M
Net Income$99.7M$99.7M$13.7M$-58.6M
EBITDA$172.2M$172.2M$60.8M$-36.8M
EPS5.365.360.74-3.19
Gross Margin5.6%5.6%8.2%27.0%
Operating Margin-61.6%-61.6%-33.5%-3.4%
Net Margin387.3%387.3%48.7%-158.0%
Balance Sheet
Debt/Equity1.291.291.02—
Current Ratio0.750.75——
Cash Flow
Free Cash Flow$-116.2M$-116.2M$-94.9M$-67.8M
Returns
ROE8.8%8.8%1.3%—
Valuation
P/E8.248.24——
EV/EBITDA483.10483.10——
P/B72.3972.39——
Growth & Yield
Revenue Growth-8.4%-8.4%-24.3%—
EPS Growth628.1%628.1%123.1%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

317.7%

muy exigente

EPS terminal req.

$390.52

Spread vs growth

310.5%

5Y implied EPS CAGR

144.9%

muy exigente

EPS terminal req.

$472.52

Spread vs growth

483.2%

10Y implied EPS CAGR

64.1%

muy exigente

EPS terminal req.

$761.00

Spread vs growth

564.0%

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 +12131.8%

Total return

+12131.8%

Start / end P/E

48.9x → 821.1x

EPS bridge

0.74 → 5.36

Residual

+9923.8%

EPS growth+628.1%
Multiple rerating+1579.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term+9923.8%

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.