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RIPLEY.SN$372.69-3.08%
Fair $372.69+0.0%

RIPLEY.SN

Ripley Corp S.A.

Consumer Cyclical / Department StoresSantiago

$372.69

-11.85 (-3.08%)

Fairly Valued+0.0%Fair Value $372.69Fund rank 23/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9

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 $19.6B · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

44/100

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: 0unknown: 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.
Thesis & Journal · RIPLEY.SNLocal privado en este navegador · Ripley Corp 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

$721.5B

P/E

6.4x

↓

EV/EBITDA

5.4x

↓

ROE

10.3%

↑

Gross Margin

36.9%

↑

Debt/Equity

0.85

↑
52-Week Range$373
$350$490

TradingView lightweight chart

RIPLEY.SN price, volumen y niveles de valoración

Último $372.69Periodo -26.5%
Fair value: $372.69

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

+2.3%

FCF CAGR

—

FCF margin

5.6%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.22T · net income $119.21B · FCF $124.99B

2022-FY → 2025-FY

Gross margin

36.9%+7.1% pts

Operating margin

6.1%+5.4% pts

Net margin

5.4%+4.4% pts

FCF margin

5.6%+7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2219.81B$2219.81B$2087.32B$1926.42B$2074.70B
Net Income$119.21B$119.21B$53.98B$-50.77B$20.83B
EBITDA$270.66B$270.66B$198.80B$33.12B$100.94B
EPS61.5761.5727.88-26.2310.76
Gross Margin36.9%36.9%34.3%27.7%29.8%
Operating Margin6.1%6.1%4.5%-4.8%0.6%
Net Margin5.4%5.4%2.6%-2.6%1.0%
Balance Sheet
Debt/Equity0.850.850.951.040.97
Current Ratio0.920.92———
Cash Flow
Free Cash Flow$124.99B$124.99B$612.8M$19.58B$-39.45B
Returns
ROE10.3%10.3%5.1%-5.3%2.1%
Valuation
P/E6.356.359.72—12.91
EV/EBITDA5.425.426.2931.159.13
P/B0.620.620.500.350.27
Growth & Yield
Revenue Growth6.3%6.3%8.4%-7.1%—
EPS Growth120.9%120.9%206.3%-343.8%—
Dividend Yield3.5%3.5%———

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

-18.7%

fácil

EPS terminal req.

$33.07

Spread vs growth

139.6%

5Y implied EPS CAGR

-8.3%

fácil

EPS terminal req.

$40.01

Spread vs growth

129.1%

10Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$64.44

Spread vs growth

120.4%

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 -16.0%

Total return

-16.0%

Start / end P/E

16.6x → 6.1x

EPS bridge

27.88 → 61.57

Residual

-76.8%

EPS growth+120.9%
Multiple rerating-63.6%
Dividend+3.5%
Residual / FX / buybacks / cross-term-76.8%

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.