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RHETAN.BO$30.43-1.74%
Fair $30.43+0.0%

RHETAN.BO

Rhetan TMT Limited

Basic Materials / SteelBSE

$30.43

-0.53 (-1.74%)

Fairly Valued+0.0%Fair Value $30.43Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $34.5M · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

47/100

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: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · RHETAN.BOLocal privado en este navegador · Rhetan TMT 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

$24.2B

P/E

234.1x

↑

EV/EBITDA

162.9x

↑

ROE

9.5%

↑

Gross Margin

46.9%

↑

Debt/Equity

0.38

↑
52-Week Range$30
$15$31

TradingView lightweight chart

RHETAN.BO price, volumen y niveles de valoración

Último $29.96Periodo +1589.5%
Fair value: $30.43

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

-34.3%

FCF CAGR

—

FCF margin

-12.6%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $244.4M · net income $103.0M · FCF $-30.8M

2023-FY → 2026-FY

Gross margin

46.9%+35.3% pts

Operating margin

24.8%+16.1% pts

Net margin

42.1%+35.8% pts

FCF margin

-12.6%+39.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$244.4M$244.4M$371.6M$647.7M$860.2M
Net Income$103.0M$103.0M$49.5M$38.7M$54.2M
EBITDA$151.4M$151.4M$74.1M$74.1M$90.6M
EPS——0.060.050.09
Gross Margin46.9%46.9%19.8%13.9%11.5%
Operating Margin24.8%24.8%9.1%9.8%8.8%
Net Margin42.1%42.1%13.3%6.0%6.3%
Balance Sheet
Debt/Equity0.380.380.240.190.21
Current Ratio4.254.25———
Cash Flow
Free Cash Flow$-30.8M$-30.8M$34.5M$51.0M$-450.4M
Returns
ROE9.5%9.5%5.3%4.3%6.4%
Valuation
P/E234.08234.08283.39205.89166.67
EV/EBITDA162.87162.87192.31109.70103.44
P/B22.3322.3314.928.9510.80
Growth & Yield
Revenue Growth-34.2%-34.2%-42.6%-24.7%—
EPS Growth——27.9%-46.0%—

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 +68.6%

Total return

+68.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

+68.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+68.6%

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.