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RUBFILA.BO$78.30+1.68%
Fair $78.30+0.0%

RUBFILA.BO

Rubfila International Limited

Basic Materials / Specialty ChemicalsBSE

$78.30

+1.29 (+1.68%)

Fairly Valued+0.0%Fair Value $78.30Fund rank 28/100 · Data gapFallback financials|
SA 63/B
F-Score: 3/9

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 $182.3M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

63/100

B

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · RUBFILA.BOLocal privado en este navegador · Rubfila International 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

$4.2B

P/E

15.6x

↓

EV/EBITDA

8.4x

↓

ROE

8.6%

↑

Gross Margin

26.1%

↑

Debt/Equity

0.00

↓
52-Week Range$78
$58$92

TradingView lightweight chart

RUBFILA.BO price, volumen y niveles de valoración

Último $78.30Periodo +3628.6%
Fair value: $78.30

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

+9.8%

FCF CAGR

—

FCF margin

-4.7%

FCF / Net income

-1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.02B · net income $266.1M · FCF $-281.8M

2023-FY → 2026-FY

Gross margin

26.1%-2.6% pts

Operating margin

4.9%-1.4% pts

Net margin

4.4%-1.3% pts

FCF margin

-4.7%-5.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.02B$6.02B$5.50B$4.68B$4.55B
Net Income$266.1M$266.1M$294.4M$254.0M$259.5M
EBITDA$483.4M$483.4M$508.5M$435.3M$440.3M
EPS5.035.035.514.624.78
Gross Margin26.1%26.1%26.6%27.9%28.7%
Operating Margin4.9%4.9%6.1%5.4%6.3%
Net Margin4.4%4.4%5.3%5.4%5.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.225.22———
Cash Flow
Free Cash Flow$-281.8M$-281.8M$182.3M$238.4M$36.3M
Returns
ROE8.6%8.6%10.0%9.4%10.3%
Valuation
P/E15.5715.5711.6016.2213.82
EV/EBITDA8.398.396.018.798.05
P/B1.331.331.161.501.42
Growth & Yield
Revenue Growth9.5%9.5%17.7%2.8%—
EPS Growth-8.7%-8.7%19.3%-3.4%—
Dividend Yield2.6%2.6%———

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

11.4%

razonable

EPS terminal req.

$6.95

Spread vs growth

-20.1%

5Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$8.41

Spread vs growth

-19.5%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$13.54

Spread vs growth

-19.1%

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 +3.6%

Total return

+3.6%

Start / end P/E

14.1x → 15.6x

EPS bridge

5.51 → 5.03

Residual

-0.9%

EPS growth-8.7%
Multiple rerating+10.6%
Dividend+2.6%
Residual / FX / buybacks / cross-term-0.9%

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.