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RETINA.BO$46.00+0.00%
Fair $46.00+0.0%

RETINA.BO

Retina Paints Limited

Basic Materials / Specialty ChemicalsBSE

$46.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $46.00Fund rank 26/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9
Low 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 21%

FCF escenarios

weak_data · normalized FCF $-108.1M · quality 60.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.8%, below the 5% threshold
Thesis & Journal · RETINA.BOLocal privado en este navegador · Retina Paints 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

$706M

P/E

63.0x

↑

EV/EBITDA

24.6x

↑

ROE

3.8%

↑

Gross Margin

56.2%

↑

Debt/Equity

0.29

↑
52-Week Range$46
$46$83

TradingView lightweight chart

RETINA.BO price, volumen y niveles de valoración

Último $49.60Periodo +62.6%
Fair value: $46.00

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

+47.8%

FCF CAGR

—

FCF margin

-59.4%

FCF / Net income

-9.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $206.2M · net income $13.0M · FCF $-122.4M

2022-FY → 2025-FY

Gross margin

56.2%+6.5% pts

Operating margin

12.4%+5.0% pts

Net margin

6.3%+4.5% pts

FCF margin

-59.4%-51.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$206.2M$206.2M$116.6M$109.4M$63.8M
Net Income$13.0M$13.0M$7.4M$3.0M$1.1M
EBITDA$32.6M$32.6M$20.8M$11.0M$6.5M
EPS0.850.850.540.220.08
Gross Margin56.2%56.2%53.5%43.4%49.6%
Operating Margin12.4%12.4%-33.1%4.7%7.4%
Net Margin6.3%6.3%6.4%2.7%1.8%
Balance Sheet
Debt/Equity0.290.290.310.342.68
Current Ratio2.782.78———
Cash Flow
Free Cash Flow$-122.4M$-122.4M$-108.1M$-74.2M$-4.8M
Returns
ROE3.8%3.8%3.4%2.4%5.2%
Valuation
P/E63.0163.01136.57——
EV/EBITDA24.5624.5652.51——
P/B2.072.074.65——
Growth & Yield
Revenue Growth76.9%76.9%6.5%71.5%—
EPS Growth57.4%57.4%150.3%165.4%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

68.7%

muy exigente

EPS terminal req.

$4.08

Spread vs growth

-11.3%

5Y implied EPS CAGR

42.2%

muy exigente

EPS terminal req.

$4.94

Spread vs growth

15.2%

10Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$7.95

Spread vs growth

32.3%

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 -13.0%

Total return

-13.0%

Start / end P/E

105.6x → 58.4x

EPS bridge

0.54 → 0.85

Residual

-25.7%

EPS growth+57.4%
Multiple rerating-44.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-25.7%

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.