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PXM.WA$7.52-0.89%
Fair $7.52+0.0%

PXM.WA

Polimex-Mostostal S.A.

Industrials / Engineering & ConstructionWarsaw

$7.52

-0.07 (-0.89%)

Fairly Valued+0.0%Fair Value $7.52Fund rank 31/100 · Data gapFallback financials|
SA 28/D
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $96.7M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -59.2%, below the 5% threshold
Thesis & Journal · PXM.WALocal privado en este navegador · Polimex-Mostostal 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

$1.9B

P/E

32.7x

↑

EV/EBITDA

N/A

•

ROE

-59.2%

↓

Gross Margin

-9.1%

↓

Debt/Equity

0.26

↓
52-Week Range$8
$4$10

TradingView lightweight chart

PXM.WA price, volumen y niveles de valoración

Último $7.830Periodo -66.0%
Fair value: $7.520

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

+7.4%

FCF CAGR

-24.2%

FCF margin

8.0%

FCF / Net income

-0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.86B · net income $-348.6M · FCF $228.7M

2021-FY → 2024-FY

Gross margin

-9.1%-18.3% pts

Operating margin

-13.5%-18.7% pts

Net margin

-12.2%-16.1% pts

FCF margin

8.0%-14.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.86B$2.86B$3.01B$3.78B$2.30B
Net Income$-348.6M$-348.6M$-123.2M$132.4M$90.0M
EBITDA$-347.9M$-347.9M$-73.2M$226.4M$155.4M
EPS-1.43-1.43-0.510.520.34
Gross Margin-9.1%-9.1%-0.9%7.4%9.2%
Operating Margin-13.5%-13.5%-4.5%4.6%5.2%
Net Margin-12.2%-12.2%-4.1%3.5%3.9%
Balance Sheet
Debt/Equity0.260.260.230.230.26
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$228.7M$228.7M$-404.3M$96.7M$525.9M
Returns
ROE-59.2%-59.2%-13.2%12.8%10.0%
Valuation
P/E32.7032.70—9.1912.74
EV/EBITDA———2.613.60
P/B3.523.521.221.261.35
Growth & Yield
Revenue Growth-5.2%-5.2%-20.4%64.2%—
EPS Growth-179.1%-179.1%-199.2%49.3%—

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 +38.6%

Total return

+38.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.51 → -1.43

Residual

+38.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+38.6%

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.