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POEL.BO$174.40-0.43%
Fair $174.40+0.0%

POEL.BO

POCL Enterprises Limited

Basic Materials / ChemicalsBSE

$174.40

-0.75 (-0.43%)

Fairly Valued+0.0%Fair Value $174.40Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $176.4M · quality 54.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

4/9

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 · POEL.BOLocal privado en este navegador · POCL Enterprises 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

$5.4B

P/E

12.9x

↓

EV/EBITDA

8.6x

↓

ROE

21.3%

↑

Gross Margin

11.0%

↓

Debt/Equity

0.69

↑
52-Week Range$174
$142$290

TradingView lightweight chart

POEL.BO price, volumen y niveles de valoración

Último $175.45Periodo +117.5%
Fair value: $174.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+17.9%

FCF CAGR

+50.0%

FCF margin

1.2%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.32B · net income $414.8M · FCF $176.4M

2023-FY → 2026-FY

Gross margin

11.0%+1.7% pts

Operating margin

4.7%+1.5% pts

Net margin

2.9%+1.4% pts

FCF margin

1.2%+0.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$14.32B$14.32B$14.49B$11.20B$8.74B
Net Income$414.8M$414.8M$311.8M$177.4M$128.9M
EBITDA$757.7M$757.7M$639.3M$392.2M$291.8M
EPS——11.186.364.62
Gross Margin11.0%11.0%9.4%8.7%9.3%
Operating Margin4.7%4.7%4.3%3.4%3.2%
Net Margin2.9%2.9%2.2%1.6%1.5%
Balance Sheet
Debt/Equity0.690.691.101.541.75
Current Ratio1.871.87———
Cash Flow
Free Cash Flow$176.4M$176.4M$265.2M$-10.1M$52.2M
Returns
ROE21.3%21.3%31.8%26.0%25.0%
Valuation
P/E12.8612.8620.7145.7528.49
EV/EBITDA8.648.6411.7823.3715.68
P/B2.762.766.5911.917.13
Growth & Yield
Revenue Growth-1.2%-1.2%29.4%28.1%—
EPS Growth——75.8%37.5%—
Dividend Yield0.6%0.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -25.2%

Total return

-25.2%

Start / end P/E

n/dx → n/dx

EPS bridge

11.18 → n/d

Residual

-25.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term-25.9%

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.