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Financial Analysis

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Recent

v0.1
PPS.WA$0.83-2.36%
Fair $0.83+0.0%

PPS.WA

Pepees S.A.

Consumer Defensive / Packaged FoodsWarsaw

$0.83

-0.02 (-2.36%)

Fairly Valued+0.0%Fair Value $0.83Fund rank 23/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Low Profitability

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 16%

FCF escenarios

weak_data · normalized FCF $-1.8M · quality 34.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

21/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -8.9%, below the 5% threshold
Thesis & Journal · PPS.WALocal privado en este navegador · Pepees 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

$78M

P/E

N/A

•

EV/EBITDA

22.2x

↑

ROE

-8.9%

↓

Gross Margin

18.3%

↓

Debt/Equity

0.96

↑
52-Week Range$1
$1$1

TradingView lightweight chart

PPS.WA price, volumen y niveles de valoración

Último $0.828Periodo +167.1%
Fair value: $0.828

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.2%

FCF CAGR

—

FCF margin

-1.1%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $236.0M · net income $-14.7M · FCF $-2.5M

2021-FY → 2024-FY

Gross margin

18.3%-0.5% pts

Operating margin

-3.0%-0.4% pts

Net margin

-6.2%-5.1% pts

FCF margin

-1.1%-7.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$236.0M$236.0M$222.2M$255.0M$220.8M
Net Income$-14.7M$-14.7M$4.0M$10.6M$-2.4M
EBITDA$8.9M$8.9M$30.7M$41.0M$14.1M
EPS-0.15-0.150.040.11-0.03
Gross Margin18.3%18.3%27.2%30.1%18.8%
Operating Margin-3.0%-3.0%5.7%9.7%-2.6%
Net Margin-6.2%-6.2%1.8%4.2%-1.1%
Balance Sheet
Debt/Equity0.960.960.890.830.83
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$-2.5M$-2.5M$-1.8M$17.2M$13.8M
Returns
ROE-8.9%-8.9%2.3%5.8%-1.4%
Valuation
P/E——30.0012.09—
EV/EBITDA22.1622.167.385.3815.10
P/B0.480.480.640.690.65
Growth & Yield
Revenue Growth6.2%6.2%-12.8%15.5%—
EPS Growth-475.0%-475.0%-63.6%466.7%—

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 -1.4%

Total return

-1.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → -0.15

Residual

-1.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.4%

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.