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RSUL4.SA$64.50+1.19%
Fair $64.50+0.0%

RSUL4.SA

Metalúrgica Riosulense S.A.

Consumer Cyclical / Auto PartsSão Paulo

$64.50

+0.76 (+1.19%)

Fairly Valued+0.0%Fair Value $64.50Fund rank 30/100 · 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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $35.4M · quality 55.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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 · RSUL4.SALocal privado en este navegador · Metalúrgica Riosulense 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

$392M

P/E

6.2x

↓

EV/EBITDA

3.9x

↓

ROE

23.5%

↑

Gross Margin

42.0%

↑

Debt/Equity

0.12

↓
52-Week Range$65
$58$71

TradingView lightweight chart

RSUL4.SA price, volumen y niveles de valoración

Último $64.50Periodo -93.5%
Fair value: $64.50

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

+2.2%

FCF CAGR

+25.4%

FCF margin

9.9%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $420.5M · net income $64.4M · FCF $41.8M

2022-FY → 2025-FY

Gross margin

42.0%+6.0% pts

Operating margin

23.1%-3.0% pts

Net margin

15.3%-1.7% pts

FCF margin

9.9%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$420.5M$420.5M$380.8M$341.4M$393.6M
Net Income$64.4M$64.4M$58.7M$54.1M$66.9M
EBITDA$108.3M$108.3M$99.1M$98.7M$110.9M
EPS——9.688.9111.28
Gross Margin42.0%42.0%41.5%43.1%36.0%
Operating Margin23.1%23.1%23.0%25.3%26.1%
Net Margin15.3%15.3%15.4%15.9%17.0%
Balance Sheet
Debt/Equity0.120.120.070.040.07
Current Ratio3.223.22———
Cash Flow
Free Cash Flow$41.8M$41.8M$-9.8M$35.4M$21.2M
Returns
ROE23.5%23.5%24.9%28.6%46.8%
Valuation
P/E6.246.245.688.616.17
EV/EBITDA3.893.893.544.723.81
P/B1.431.431.422.462.89
Growth & Yield
Revenue Growth10.4%10.4%11.5%-13.3%—
EPS Growth——8.6%-21.0%—
Dividend Yield7.5%7.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +2.2%

Total return

+2.2%

Start / end P/E

n/dx → n/dx

EPS bridge

9.68 → n/d

Residual

-5.2%

EPS growthn/d
Multiple reratingn/d
Dividend+7.5%
Residual / FX / buybacks / cross-term-5.2%

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.