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RECV3.SA$11.22-1.32%
Fair $11.22+0.0%

RECV3.SA

Petroreconcavo S.A.

Energy / Oil & Gas E&PSão Paulo

$11.22

-0.15 (-1.32%)

Fairly Valued+0.0%Fair Value $11.22Fund rank 24/100 · Data gapFallback financials|
SA 40/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 16%

FCF escenarios

weak_data · normalized FCF $25.4M · quality 36.3/100

Data gap 24/100
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

40/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · RECV3.SALocal privado en este navegador · Petroreconcavo 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

$3.3B

P/E

6.2x

↓

EV/EBITDA

3.4x

↓

ROE

14.7%

↑

Gross Margin

32.3%

↑

Debt/Equity

0.72

↑
52-Week Range$11
$10$16

TradingView lightweight chart

RECV3.SA price, volumen y niveles de valoración

Último $11.22Periodo -26.5%
Fair value: $11.22

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

+2.0%

FCF CAGR

—

FCF margin

-4.3%

FCF / Net income

-0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.16B · net income $638.4M · FCF $-134.9M

2022-FY → 2025-FY

Gross margin

32.3%-16.1% pts

Operating margin

22.9%-21.8% pts

Net margin

20.2%-18.5% pts

FCF margin

-4.3%-13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.16B$3.16B$3.26B$2.81B$2.98B
Net Income$638.4M$638.4M$437.5M$708.9M$1.15B
EBITDA$1.80B$1.80B$1.23B$1.42B$1.68B
EPS——1.492.423.94
Gross Margin32.3%32.3%36.5%31.9%48.4%
Operating Margin22.9%22.9%29.0%24.2%44.7%
Net Margin20.2%20.2%13.4%25.2%38.8%
Balance Sheet
Debt/Equity0.720.720.430.210.18
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$-134.9M$-134.9M$1.03B$25.4M$278.5M
Returns
ROE14.7%14.7%10.3%15.7%30.3%
Valuation
P/E6.166.1611.018.728.03
EV/EBITDA3.443.445.144.885.70
P/B0.760.761.141.372.43
Growth & Yield
Revenue Growth-3.3%-3.3%16.0%-5.4%—
EPS Growth——-38.3%-38.6%—
Dividend Yield12.0%12.0%———

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 -11.3%

Total return

-11.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.49 → n/d

Residual

-23.3%

EPS growthn/d
Multiple reratingn/d
Dividend+12.0%
Residual / FX / buybacks / cross-term-23.3%

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.