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RJSHAH.BO$455.00+0.00%
Fair $455.00+0.0%

RJSHAH.BO

R. J. Shah & Company Limited

Industrials / Engineering & ConstructionBSE

$455.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $455.00Fund rank 26/100 · Data gapFallback financials|
SA 47/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-18.4M · quality 60.3/100

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

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: 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 · RJSHAH.BOLocal privado en este navegador · R. J. Shah & Company 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

$127M

P/E

2.2x

↓

EV/EBITDA

1.7x

↓

ROE

14.1%

↑

Gross Margin

83.0%

↑

Debt/Equity

0.03

↓
52-Week Range$455
$422$660

TradingView lightweight chart

RJSHAH.BO price, volumen y niveles de valoración

Último $455.00Periodo +618.2%
Fair value: $455.00

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

—

FCF CAGR

—

FCF margin

-17.6%

FCF / Net income

-0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $104.6M · net income $57.5M · FCF $-18.4M

2022-FY → 2025-FY

Gross margin

83.0%— pts

Operating margin

57.9%— pts

Net margin

55.0%— pts

FCF margin

-17.6%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$104.6M$104.6M—$2.7M—
Net Income$57.5M$57.5M$37.4M$5.8M$5.5M
EBITDA$79.1M$79.1M$46.4M$10.0M$9.8M
EPS205.44205.44133.3920.6619.47
Gross Margin83.0%83.0%—213.3%—
Operating Margin57.9%57.9%—-293.3%—
Net Margin55.0%55.0%—212.4%—
Balance Sheet
Debt/Equity0.030.030.030.040.04
Cash Flow
Free Cash Flow$-18.4M$-18.4M$-46.5M$-13.7M$-20.2M
Returns
ROE14.1%14.1%10.6%1.8%1.8%
Valuation
P/E2.212.213.5119.6321.16
EV/EBITDA1.751.753.0212.2612.95
P/B0.310.310.370.360.37
Growth & Yield
EPS Growth54.0%54.0%545.6%6.1%—
Dividend Yield0.5%0.5%———

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

-41.9%

fácil

EPS terminal req.

$40.37

Spread vs growth

95.9%

5Y implied EPS CAGR

-25.0%

fácil

EPS terminal req.

$48.85

Spread vs growth

79.0%

10Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$78.68

Spread vs growth

63.2%

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 +3.2%

Total return

+3.2%

Start / end P/E

3.3x → 2.2x

EPS bridge

133.39 → 205.44

Residual

-18.0%

EPS growth+54.0%
Multiple rerating-33.3%
Dividend+0.5%
Residual / FX / buybacks / cross-term-18.0%

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.