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ROSEMER.BO$67.50-2.16%
Fair $67.50+0.0%

ROSEMER.BO

Rose Merc Limited

Consumer Cyclical / Luxury GoodsBSE

$67.50

-1.49 (-2.16%)

Fairly Valued+0.0%Fair Value $67.50Fund rank 30/100 · Data gapFallback financials|
SA 53/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 21%

FCF escenarios

weak_data · normalized FCF $-31.2M · quality 56.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

53/100

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 · ROSEMER.BOLocal privado en este navegador · Rose Merc 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

$421M

P/E

8.4x

↓

EV/EBITDA

1.9x

↓

ROE

10.7%

↑

Gross Margin

42.7%

↑

Debt/Equity

0.04

↓
52-Week Range$68
$41$115

TradingView lightweight chart

ROSEMER.BO price, volumen y niveles de valoración

Último $67.50Periodo -39.2%
Fair value: $67.50

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

+310.2%

FCF CAGR

—

FCF margin

13.9%

FCF / Net income

2.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $884.8M · net income $56.8M · FCF $122.9M

2023-FY → 2026-FY

Gross margin

42.7%+30.4% pts

Operating margin

20.6%+45.1% pts

Net margin

6.4%+18.5% pts

FCF margin

13.9%+204.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$884.8M$884.8M$787.8M$52.9M$12.8M
Net Income$56.8M$56.8M$-5.6M$3.8M$-1.6M
EBITDA$187.4M$187.4M$168.5M$4.3M$-1.5M
EPS——-1.160.66-1.23
Gross Margin42.7%42.7%45.0%137.2%12.3%
Operating Margin20.6%20.6%20.8%-3.2%-24.5%
Net Margin6.4%6.4%-0.7%7.1%-12.1%
Balance Sheet
Debt/Equity0.040.040.050.030.01
Cash Flow
Free Cash Flow$122.9M$122.9M$-31.2M$-84.7M$-24.5M
Returns
ROE10.7%10.7%-1.5%1.8%-2.8%
Valuation
P/E8.408.40———
EV/EBITDA1.871.870.96——
P/B0.760.760.61——
Growth & Yield
Revenue Growth12.3%12.3%1390.0%312.5%—
EPS Growth——-275.8%153.7%—
Dividend Yield0.2%0.2%———

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 +26.0%

Total return

+26.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.16 → n/d

Residual

+25.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+25.8%

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.