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RAPT4.SA$5.14-0.77%
Fair $5.14+0.0%

RAPT4.SA

Randoncorp S.A.

Industrials / Farm & Heavy Construction MachinerySão Paulo

$5.14

-0.04 (-0.77%)

Fairly Valued+0.0%Fair Value $5.14Fund rank 24/100 · Data gapFallback financials|
SA 22/D
F-Score: 2/9
High DebtMargin 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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 32.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

22/100

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. Debt-to-Equity ratio is 3.14, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is -7.8%, below the 5% threshold
Thesis & Journal · RAPT4.SALocal privado en este navegador · Randoncorp 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

N/A

•

EV/EBITDA

5.1x

↓

ROE

-7.8%

↓

Gross Margin

25.1%

↑

Debt/Equity

3.14

↑
52-Week Range$5
$5$10

TradingView lightweight chart

RAPT4.SA price, volumen y niveles de valoración

Último $5.140Periodo +2198.5%
Fair value: $5.140

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

+5.6%

FCF CAGR

+40.9%

FCF margin

16.2%

FCF / Net income

-8.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.14B · net income $-250.7M · FCF $2.13B

2022-FY → 2025-FY

Gross margin

25.1%+1.6% pts

Operating margin

5.7%-5.6% pts

Net margin

-1.9%-6.1% pts

FCF margin

16.2%+9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.14B$13.14B$11.92B$10.89B$11.15B
Net Income$-250.7M$-250.7M$408.5M$381.7M$471.7M
EBITDA$1.58B$1.58B$2.02B$1.92B$1.78B
EPS-0.72-0.721.241.161.43
Gross Margin25.1%25.1%26.7%25.7%23.5%
Operating Margin5.7%5.7%8.6%11.2%11.3%
Net Margin-1.9%-1.9%3.4%3.5%4.2%
Balance Sheet
Debt/Equity3.143.142.172.022.07
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$2.13B$2.13B$-84.3M$1.84B$761.9M
Returns
ROE-7.8%-7.8%12.6%13.7%17.2%
Valuation
P/E——7.8311.105.56
EV/EBITDA5.145.143.943.653.25
P/B0.550.550.991.530.96
Growth & Yield
Revenue Growth10.3%10.3%9.4%-2.4%—
EPS Growth-158.1%-158.1%7.0%-18.9%—
Dividend Yield0.9%0.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -39.4%

Total return

-39.4%

Start / end P/E

n/dx → n/dx

EPS bridge

1.24 → -0.72

Residual

-40.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term-40.3%

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.