StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
PML.BO$540.00-8.47%
Fair $540.00+0.0%

PML.BO

Paul Merchants Limited

Financial Services / Capital MarketsBSE

$540.00

-49.85 (-8.47%)

Fairly Valued+0.0%Fair Value $540.00Fund rank 24/100 · Data gapFallback financials|
SA 28/D
F-Score: 5/9
Declining RevenueMargin Compression

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 37.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

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: 2unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · PML.BOLocal privado en este navegador · Paul Merchants Limited
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

$1.7B

P/E

257.1x

↑

EV/EBITDA

N/A

•

ROE

10.2%

↑

Gross Margin

-0.2%

↓

Debt/Equity

0.04

↓
52-Week Range$540
$407$823

TradingView lightweight chart

PML.BO price, volumen y niveles de valoración

Último $538.90Periodo -42.9%
Fair value: $540.00

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

-14.6%

FCF CAGR

+175.1%

FCF margin

13.3%

FCF / Net income

6.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.35B · net income $638.4M · FCF $4.44B

2022-FY → 2025-FY

Gross margin

-0.2%-1.7% pts

Operating margin

-0.3%-1.5% pts

Net margin

1.9%+1.2% pts

FCF margin

13.3%+12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.35B$33.35B$64.84B$69.98B$53.57B
Net Income$638.4M$638.4M$546.3M$440.1M$401.7M
EBITDA$-52.9M$-52.9M$135.0M$807.4M$654.0M
EPS206.99206.99177.13142.71130.26
Gross Margin-0.2%-0.2%0.1%1.5%1.5%
Operating Margin-0.3%-0.3%0.0%1.1%1.2%
Net Margin1.9%1.9%0.8%0.6%0.7%
Balance Sheet
Debt/Equity0.040.040.870.600.28
Cash Flow
Free Cash Flow$4.44B$4.44B$-1.47B$-1.62B$213.1M
Returns
ROE10.2%10.2%9.7%8.6%8.6%
Valuation
P/E257.14257.14———
P/B0.260.26———
Growth & Yield
Revenue Growth-48.6%-48.6%-7.3%30.6%—
EPS Growth16.9%16.9%24.1%9.6%—

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

-38.6%

fácil

EPS terminal req.

$47.92

Spread vs growth

55.5%

5Y implied EPS CAGR

-22.5%

fácil

EPS terminal req.

$57.98

Spread vs growth

39.3%

10Y implied EPS CAGR

-7.7%

fácil

EPS terminal req.

$93.37

Spread vs growth

24.5%

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 -30.4%

Total return

-30.4%

Start / end P/E

4.4x → 2.6x

EPS bridge

177.13 → 206.99

Residual

-6.8%

EPS growth+16.9%
Multiple rerating-40.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.8%

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.