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RANI3.SA$7.94-1.00%
Fair $7.94+0.0%

RANI3.SA

Irani Papel e Embalagem S.A.

Consumer Cyclical / Packaging & ContainersSão Paulo

$7.94

-0.08 (-1.00%)

Fairly Valued+0.0%Fair Value $7.94Fund rank 22/100 · 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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $166.1M · quality 28.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · RANI3.SALocal privado en este navegador · Irani Papel e Embalagem 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

$1.8B

P/E

8.6x

↓

EV/EBITDA

3.9x

↓

ROE

16.7%

↑

Gross Margin

41.5%

↑

Debt/Equity

1.35

↑
52-Week Range$8
$7$10

TradingView lightweight chart

RANI3.SA price, volumen y niveles de valoración

Último $7.940Periodo +15780.0%
Fair value: $7.940

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

-0.0%

FCF CAGR

—

FCF margin

14.8%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $242.1M · FCF $250.2M

2022-FY → 2025-FY

Gross margin

41.5%-6.4% pts

Operating margin

26.4%-7.1% pts

Net margin

14.4%-8.1% pts

FCF margin

14.8%+24.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.56B$1.59B$1.69B
Net Income$242.1M$242.1M$304.5M$383.4M$378.2M
EBITDA$767.1M$767.1M$596.6M$836.7M$750.8M
EPS1.051.051.281.591.52
Gross Margin41.5%41.5%40.2%43.1%47.9%
Operating Margin26.4%26.4%21.7%35.6%33.6%
Net Margin14.4%14.4%19.6%24.1%22.4%
Balance Sheet
Debt/Equity1.351.351.251.291.61
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$250.2M$250.2M$166.1M$-99.5M$-167.2M
Returns
ROE16.7%16.7%22.3%30.0%33.6%
Valuation
P/E8.638.635.056.725.17
EV/EBITDA3.863.864.434.474.04
P/B1.271.271.132.011.74
Growth & Yield
Revenue Growth8.4%8.4%-2.4%-5.5%—
EPS Growth-18.1%-18.1%-19.6%4.3%—
Dividend Yield1.1%1.1%———

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

-12.4%

fácil

EPS terminal req.

$0.70

Spread vs growth

-5.8%

5Y implied EPS CAGR

-4.0%

fácil

EPS terminal req.

$0.85

Spread vs growth

-14.1%

10Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$1.37

Spread vs growth

-20.9%

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 +6.3%

Total return

+6.3%

Start / end P/E

5.9x → 7.6x

EPS bridge

1.28 → 1.05

Residual

-5.2%

EPS growth-18.1%
Multiple rerating+28.5%
Dividend+1.1%
Residual / FX / buybacks / cross-term-5.2%

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.