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PLPL3.SA$9.33-0.45%
Fair $9.33+0.0%

PLPL3.SA

Plano & Plano Desenvolvimento Imobiliário S.A.

Real Estate / Real Estate - DevelopmentSão Paulo

$9.33

-0.04 (-0.45%)

Fairly Valued+0.0%Fair Value $9.33Fund rank 27/100 · Data gapFallback financials|
SA 43/C
F-Score: 1/9

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 100.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

43/100

C

Piotroski

1/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · PLPL3.SALocal privado en este navegador · Plano & Plano Desenvolvimento Imobiliário 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

$1.9B

P/E

5.6x

↓

EV/EBITDA

3.1x

↓

ROE

35.4%

↑

Gross Margin

31.1%

↓

Debt/Equity

1.09

↑
52-Week Range$9
$9$18

TradingView lightweight chart

PLPL3.SA price, volumen y niveles de valoración

Último $8.870Periodo -1.4%
Fair value: $9.330

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

+30.0%

FCF CAGR

—

FCF margin

-3.1%

FCF / Net income

-0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.28B · net income $362.0M · FCF $-102.9M

2022-FY → 2025-FY

Gross margin

31.1%+2.3% pts

Operating margin

15.7%+4.9% pts

Net margin

11.0%+2.1% pts

FCF margin

-3.1%-6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.28B$3.28B$2.59B$2.07B$1.49B
Net Income$362.0M$362.0M$343.8M$268.6M$133.7M
EBITDA$614.4M$614.4M$490.9M$363.0M$208.7M
EPS——1.671.300.67
Gross Margin31.1%31.1%33.1%33.9%28.8%
Operating Margin15.7%15.7%17.4%15.5%10.8%
Net Margin11.0%11.0%13.3%13.0%9.0%
Balance Sheet
Debt/Equity1.091.090.730.701.39
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$-102.9M$-102.9M$254.8M$296.4M$42.0M
Returns
ROE35.4%35.4%40.6%43.5%32.6%
Valuation
P/E5.555.555.388.425.71
EV/EBITDA3.123.123.536.565.18
P/B1.851.852.183.671.86
Growth & Yield
Revenue Growth26.7%26.7%25.0%38.9%—
EPS Growth——28.2%93.5%—
Dividend Yield14.2%14.2%———

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 -24.5%

Total return

-24.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.67 → n/d

Residual

-38.7%

EPS growthn/d
Multiple reratingn/d
Dividend+14.2%
Residual / FX / buybacks / cross-term-38.7%

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.