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SAKUMA.BO$2.09+4.50%
Fair $2.09+0.0%

SAKUMA.BO

Sakuma Exports Limited

Consumer Defensive / Farm ProductsBSE

$2.09

+0.09 (+4.50%)

Fairly Valued+0.0%Fair Value $2.09Fund rank 24/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9
Low Profitability

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 18%

FCF escenarios

weak_data · normalized FCF $-850.4M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

39/100

D

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: 1unknown: 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. ROE is 2.1%, below the 5% threshold
Thesis & Journal · SAKUMA.BOLocal privado en este navegador · Sakuma Exports 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

$3.3B

P/E

29.9x

↑

EV/EBITDA

16.3x

↑

ROE

2.1%

↓

Gross Margin

5.5%

↓

Debt/Equity

0.15

↓
52-Week Range$2
$1$4

TradingView lightweight chart

SAKUMA.BO price, volumen y niveles de valoración

Último $2.090Periodo +123.8%
Fair value: $2.090

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

-7.0%

FCF CAGR

—

FCF margin

-9.0%

FCF / Net income

-13.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.89B · net income $147.9M · FCF $-2.05B

2022-FY → 2025-FY

Gross margin

5.5%-6.0% pts

Operating margin

0.6%-0.5% pts

Net margin

0.6%-0.3% pts

FCF margin

-9.0%-6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.89B$22.89B$21.21B$31.67B$28.48B
Net Income$147.9M$147.9M$399.7M$284.5M$274.4M
EBITDA$250.9M$250.9M$507.8M$441.4M$380.9M
EPS0.090.090.270.240.24
Gross Margin5.5%5.5%5.4%11.1%11.5%
Operating Margin0.6%0.6%1.6%1.4%1.1%
Net Margin0.6%0.6%1.9%0.9%1.0%
Balance Sheet
Debt/Equity0.150.150.210.040.23
Current Ratio5.055.05———
Cash Flow
Free Cash Flow$-2.05B$-2.05B$-850.4M$907.7M$-832.8M
Returns
ROE2.1%2.1%8.3%6.9%7.2%
Valuation
P/E29.8629.8620.319.2612.09
EV/EBITDA16.2616.2617.445.9110.90
P/B0.460.461.680.640.88
Growth & Yield
Revenue Growth7.9%7.9%-33.0%11.2%—
EPS Growth-64.7%-64.7%9.9%3.4%—

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

25.3%

muy exigente

EPS terminal req.

$0.19

Spread vs growth

-90.0%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$0.22

Spread vs growth

-83.6%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$0.36

Spread vs growth

-79.1%

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 -28.4%

Total return

-28.4%

Start / end P/E

10.9x → 22.2x

EPS bridge

0.27 → 0.09

Residual

-66.5%

EPS growth-64.7%
Multiple rerating+102.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-66.5%

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.