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PNVL3.SA$11.40-4.20%
Fair $11.40+0.0%

PNVL3.SA

Dimed S.A. Distribuidora de Medicamentos

Healthcare / Drug Manufacturers - GeneralSão Paulo

$11.40

-0.50 (-4.20%)

Fairly Valued+0.0%Fair Value $11.40Fund rank 32/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $157.2M · quality 56.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

56/100

C

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · PNVL3.SALocal privado en este navegador · Dimed S.A. Distribuidora de Medicamentos
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

13.0x

↓

EV/EBITDA

6.2x

↓

ROE

9.7%

↑

Gross Margin

32.4%

↓

Debt/Equity

1.18

↑
52-Week Range$11
$8$17

TradingView lightweight chart

PNVL3.SA price, volumen y niveles de valoración

Último $11.40Periodo +14.0%
Fair value: $11.40

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

+11.4%

FCF CAGR

+135.9%

FCF margin

5.7%

FCF / Net income

2.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.51B · net income $124.6M · FCF $313.0M

2022-FY → 2025-FY

Gross margin

32.4%+1.2% pts

Operating margin

4.7%+1.2% pts

Net margin

2.3%+0.1% pts

FCF margin

5.7%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.51B$5.51B$4.94B$4.46B$3.99B
Net Income$124.6M$124.6M$105.5M$92.9M$86.3M
EBITDA$512.0M$512.0M$427.6M$394.3M$333.0M
EPS0.830.830.710.620.58
Gross Margin32.4%32.4%31.8%30.9%31.1%
Operating Margin4.7%4.7%4.0%3.8%3.5%
Net Margin2.3%2.3%2.1%2.1%2.2%
Balance Sheet
Debt/Equity1.181.181.000.870.79
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$313.0M$313.0M$66.6M$157.2M$23.8M
Returns
ROE9.7%9.7%8.5%7.9%7.8%
Valuation
P/E12.9512.9511.9420.9717.76
EV/EBITDA6.176.175.657.437.14
P/B1.331.331.021.651.38
Growth & Yield
Revenue Growth11.5%11.5%10.8%11.8%—
EPS Growth17.1%17.1%14.4%6.9%—
Dividend Yield3.0%3.0%———

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

6.8%

razonable

EPS terminal req.

$1.01

Spread vs growth

10.2%

5Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$1.22

Spread vs growth

9.0%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$1.97

Spread vs growth

8.0%

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 +33.9%

Total return

+33.9%

Start / end P/E

12.3x → 13.7x

EPS bridge

0.71 → 0.83

Residual

+2.0%

EPS growth+17.1%
Multiple rerating+11.8%
Dividend+3.0%
Residual / FX / buybacks / cross-term+2.0%

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.