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v0.1
SATCH.BO$5.26-4.93%
Fair $5.26+0.0%

SATCH.BO

Satchmo Holdings Limited

Industrials / ConglomeratesBSE

$5.26

-0.27 (-4.93%)

Fairly Valued+0.0%Fair Value $5.26Fund rank 26/100 · Data gapFallback financials|
SA 61/B
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $330.5M · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

61/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · SATCH.BOLocal privado en este navegador · Satchmo Holdings 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

$767M

P/E

0.1x

↓

EV/EBITDA

0.1x

↓

ROE

1077.4%

↑

Gross Margin

83.5%

↑

Debt/Equity

N/A

•
52-Week Range$5
$3$7

TradingView lightweight chart

SATCH.BO price, volumen y niveles de valoración

Último $5.210Periodo -89.8%
Fair value: $5.260

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

-32.9%

FCF CAGR

+36.1%

FCF margin

209.4%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $302.1M · net income $11.89B · FCF $632.6M

2023-FY → 2026-FY

Gross margin

83.5%+78.6% pts

Operating margin

30.2%-45.8% pts

Net margin

3934.9%+4009.8% pts

FCF margin

209.4%+184.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$302.1M$302.1M$118.2M$440.1M$998.4M
Net Income$11.89B$11.89B$183.8M$157.8M$-747.1M
EBITDA$11.84B$11.84B$184.9M$157.8M$-69.2M
EPS81.5281.521.261.08-5.12
Gross Margin83.5%83.5%28.2%-48.9%4.9%
Operating Margin30.2%30.2%-145.4%96.3%76.0%
Net Margin3934.9%3934.9%155.5%35.9%-74.8%
Balance Sheet
Debt/Equity——-0.13-0.12-0.46
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$632.6M$632.6M$35.6M$330.5M$251.1M
Returns
ROE1077.4%1077.4%-1.7%-1.5%6.8%
Valuation
P/E0.060.062.743.09—
EV/EBITDA0.060.069.8711.56—
P/B0.700.70———
Growth & Yield
Revenue Growth155.6%155.6%-73.1%-55.9%—
EPS Growth6369.8%6369.8%16.7%121.1%—

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

-82.1%

fácil

EPS terminal req.

$0.47

Spread vs growth

6452.0%

5Y implied EPS CAGR

-63.0%

fácil

EPS terminal req.

$0.56

Spread vs growth

6432.8%

10Y implied EPS CAGR

-36.2%

fácil

EPS terminal req.

$0.91

Spread vs growth

6406.1%

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 +67.5%

Total return

+67.5%

Start / end P/E

2.5x → 0.1x

EPS bridge

1.26 → 81.52

Residual

-6204.9%

EPS growth+6369.8%
Multiple rerating-97.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6204.9%

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.