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v0.1
PVVINFRA.BO$3.81-1.25%
Fair $3.81+0.0%

PVVINFRA.BO

PVV Infra Limited

Basic Materials / SteelBSE

$3.81

-0.05 (-1.25%)

Fairly Valued+0.0%Fair Value $3.81Fund rank 24/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $-82.5M · quality 49.0/100

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

55/100

C

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: 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 · PVVINFRA.BOLocal privado en este navegador · PVV Infra 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

$442M

P/E

17.3x

↑

EV/EBITDA

6.6x

↓

ROE

9.4%

↑

Gross Margin

23.0%

↑

Debt/Equity

0.10

↓
52-Week Range$4
$2$6

TradingView lightweight chart

PVVINFRA.BO price, volumen y niveles de valoración

Último $3.940Periodo -24.4%
Fair value: $3.810

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

+106.3%

FCF CAGR

—

FCF margin

-78.4%

FCF / Net income

-5.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $398.5M · net income $54.8M · FCF $-312.4M

2022-FY → 2025-FY

Gross margin

23.0%-27.0% pts

Operating margin

12.8%-28.6% pts

Net margin

13.8%-21.5% pts

FCF margin

-78.4%+34.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$398.5M$398.5M$879.2M$376.2M$45.4M
Net Income$54.8M$54.8M$30.9M$199541.00$16.0M
EBITDA$76.1M$76.1M$36.4M$240414.00$18.8M
EPS0.470.470.670.010.57
Gross Margin23.0%23.0%6.3%2.6%50.1%
Operating Margin12.8%12.8%2.9%0.1%41.4%
Net Margin13.8%13.8%3.5%0.1%35.3%
Balance Sheet
Debt/Equity0.100.100.05—0.03
Cash Flow
Free Cash Flow$-312.4M$-312.4M$-82.5M$-3.8M$-51.1M
Returns
ROE9.4%9.4%6.0%0.1%8.0%
Valuation
P/E17.3217.328.63489.977.70
EV/EBITDA6.556.5518.25404.726.88
P/B0.760.761.240.400.62
Growth & Yield
Revenue Growth-54.7%-54.7%133.7%728.6%—
EPS Growth-29.1%-29.1%10619.3%-98.9%—

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

-10.5%

fácil

EPS terminal req.

$0.34

Spread vs growth

-18.6%

5Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$0.41

Spread vs growth

-26.3%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$0.66

Spread vs growth

-32.5%

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 +56.9%

Total return

+56.9%

Start / end P/E

3.8x → 8.4x

EPS bridge

0.67 → 0.47

Residual

-35.3%

EPS growth-29.1%
Multiple rerating+121.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-35.3%

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.