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PMAM3.SA$0.27-18.18%
Fair $0.27+0.0%

PMAM3.SA

Paranapanema S.A.

Basic Materials / CopperSão Paulo

$0.27

-0.06 (-18.18%)

Fairly Valued+0.0%Fair Value $0.27Fund rank 26/100 · Data gapFallback financials|
SA 18/F
F-Score: 5/9

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 $44.2M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

18/100

F

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: 0unknown: 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.
Thesis & Journal · PMAM3.SALocal privado en este navegador · Paranapanema 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

$44M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

17.6%

↑

Gross Margin

-41.6%

↓

Debt/Equity

-0.76

↓
52-Week Range$0
$0$2

TradingView lightweight chart

PMAM3.SA price, volumen y niveles de valoración

Último $0.270Periodo -99.6%
Fair value: $0.270

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

-34.6%

FCF CAGR

-29.9%

FCF margin

7.9%

FCF / Net income

-0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $561.8M · net income $-1.33B · FCF $44.2M

2022-FY → 2025-FY

Gross margin

-41.6%-16.8% pts

Operating margin

-102.9%-49.2% pts

Net margin

-237.0%-102.3% pts

FCF margin

7.9%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$561.8M$561.8M$459.9M$972.8M$2.01B
Net Income$-1.33B$-1.33B$-2.14B$-1.39B$-2.70B
EBITDA$-59.2M$-59.2M$-1.03B$-510.6M$-2.25B
EPS-13.57-13.57-30.17-23.90-46.45
Gross Margin-41.6%-41.6%-35.6%-36.8%-24.8%
Operating Margin-102.9%-102.9%-73.3%-73.8%-53.7%
Net Margin-237.0%-237.0%-465.0%-142.9%-134.7%
Balance Sheet
Debt/Equity-0.76-0.76-0.83-0.88-1.14
Current Ratio0.030.03———
Cash Flow
Free Cash Flow$44.2M$44.2M$60.0M$-143.7M$128.6M
Returns
ROE17.6%17.6%34.0%32.9%95.9%
Growth & Yield
Revenue Growth22.2%22.2%-52.7%-51.5%—
EPS Growth55.0%55.0%-26.2%48.5%—

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 -87.3%

Total return

-87.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-30.17 → -13.57

Residual

-87.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-87.3%

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.