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SAMBHV.BO$102.40-1.87%
Fair $102.40+0.0%

SAMBHV.BO

SAMBHV.BO

Basic Materials / SteelBSE

$102.40

-1.95 (-1.87%)

Fairly Valued+0.0%Fair Value $102.40Fund rank 26/100 · Data gapFallback financials|
SA 45/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 22%

FCF escenarios

weak_data · normalized FCF $-1.0B · quality 55.0/100

Data gap 26/100
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

45/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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 · SAMBHV.BOLocal privado en este navegador · SAMBHV.BO
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

$30.2B

P/E

20.3x

↑

EV/EBITDA

11.4x

↑

ROE

13.5%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.35

↑
52-Week Range$102
$81$149

TradingView lightweight chart

SAMBHV.BO price, volumen y niveles de valoración

Último $102.40Periodo +4.9%
Fair value: $102.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2026 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-3.1%

FCF / Net income

-0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.13B · net income $1.42B · FCF $-750.4M

2022-FY → 2026-FY

Gross margin

28.6%— pts

Operating margin

9.4%— pts

Net margin

5.9%— pts

FCF margin

-3.1%— pts
MetricTTM
2026
2025
2024
2023
2022
Income Statement
Revenue$24.13B$24.13B$15.11B$12.82B$9.36B—
Net Income$1.42B$1.42B$572.6M$824.4M$603.8M—
EBITDA$2.80B$2.80B$1.60B$1.62B$1.19B—
EPS5.055.051.942.802.05—
Gross Margin28.6%28.6%29.6%25.8%23.2%—
Operating Margin9.4%9.4%7.9%10.9%10.8%—
Net Margin5.9%5.9%3.8%6.4%6.4%—
Balance Sheet
Debt/Equity0.350.35—0.801.351.62
Current Ratio1.301.30————
Cash Flow
Free Cash Flow$-750.4M$-750.4M$-1.01B$-1.43B$-215.5M—
Returns
ROE13.5%13.5%—18.8%28.7%—
Valuation
P/E20.2820.28————
EV/EBITDA11.4111.41————
P/B2.742.74————
Growth & Yield
Revenue Growth59.7%59.7%17.9%36.9%——
EPS Growth159.9%159.9%-30.5%36.5%——

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

21.6%

exigente

EPS terminal req.

$9.09

Spread vs growth

138.2%

5Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$10.99

Spread vs growth

143.0%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$17.71

Spread vs growth

146.5%

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 · available periodreconcilia total +4.9%

Total return

+4.9%

Start / end P/E

50.2x → 20.3x

EPS bridge

1.94 → 5.05

Residual

-95.3%

EPS growth+159.9%
Multiple rerating-59.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-95.3%

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.