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REPCOHOME.BO$374.35-1.59%
Fair $374.35+0.0%

REPCOHOME.BO

Repco Home Finance Limited

Financial Services / Mortgage FinanceBSE

$374.35

-6.05 (-1.59%)

Fairly Valued+0.0%Fair Value $374.35Fund rank 20/100 · Data gapFallback financials|
SA 27/D
F-Score: 3/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 52.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

27/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.02, above the 2.0 threshold
Thesis & Journal · REPCOHOME.BOLocal privado en este navegador · Repco Home Finance 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

$23.4B

P/E

4.9x

↓

EV/EBITDA

24.6x

↑

ROE

11.8%

↑

Gross Margin

36.2%

↓

Debt/Equity

3.02

↑
52-Week Range$374
$334$464

TradingView lightweight chart

REPCOHOME.BO price, volumen y niveles de valoración

Último $374.30Periodo +132.7%
Fair value: $374.35

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+44.9%

FCF CAGR

—

FCF margin

-52.0%

FCF / Net income

-1.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.76B · net income $4.75B · FCF $-9.23B

2023-FY → 2026-FY

Gross margin

36.2%— pts

Operating margin

30.6%— pts

Net margin

26.8%-27.4% pts

FCF margin

-52.0%+11.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.76B$17.76B$16.90B$15.15B$5.84B
Net Income$4.75B$4.75B$4.71B$4.13B$3.16B
EBITDA$5.79B$5.79B$5.60B$5.42B$11.17B
EPS——75.3366.0450.56
Gross Margin36.2%36.2%35.8%38.5%—
Operating Margin30.6%30.6%31.4%33.0%—
Net Margin26.8%26.8%27.9%27.3%54.1%
Balance Sheet
Debt/Equity3.023.023.253.583.84
Cash Flow
Free Cash Flow$-9.23B$-9.23B$-6.37B$-7.08B$-3.71B
Returns
ROE11.8%11.8%13.8%13.8%12.2%
Valuation
P/E4.934.934.526.683.61
EV/EBITDA24.6324.6323.4724.209.52
P/B0.580.580.620.920.44
Growth & Yield
Revenue Growth5.1%5.1%11.6%159.2%—
EPS Growth——14.1%30.6%—
Dividend Yield2.4%2.4%———

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 -2.0%

Total return

-2.0%

Start / end P/E

n/dx → n/dx

EPS bridge

75.33 → n/d

Residual

-4.4%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term-4.4%

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.