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SBCL.BO$731.00-2.46%
Fair $731.00+0.0%

SBCL.BO

SBCL.BO

Industrials / Metal FabricationBSE

$731.00

-18.70 (-2.46%)

Fairly Valued+0.0%Fair Value $731.00Fund rank 34/100 · Data gapFallback financials|
SA 59/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $467.2M · quality 70.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

59/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SBCL.BOLocal privado en este navegador · SBCL.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

$42.1B

P/E

43.9x

↑

EV/EBITDA

29.4x

↑

ROE

19.9%

↑

Gross Margin

45.2%

↑

Debt/Equity

0.15

↓
52-Week Range$731
$369$789

TradingView lightweight chart

SBCL.BO price, volumen y niveles de valoración

Último $740.55Periodo +102516.7%
Fair value: $731.00

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

+6.7%

FCF CAGR

-16.3%

FCF margin

3.5%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.71B · net income $958.6M · FCF $198.4M

2023-FY → 2026-FY

Gross margin

45.2%+0.3% pts

Operating margin

33.3%+12.4% pts

Net margin

16.8%-0.0% pts

FCF margin

3.5%-3.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.71B$5.71B$5.08B$5.09B$4.70B
Net Income$958.6M$958.6M$770.6M$842.7M$791.0M
EBITDA$1.45B$1.45B$1.18B$1.29B$1.17B
EPS——13.3414.6313.73
Gross Margin45.2%45.2%43.1%41.5%44.9%
Operating Margin33.3%33.3%32.3%20.8%20.9%
Net Margin16.8%16.8%15.2%16.6%16.8%
Balance Sheet
Debt/Equity0.150.150.100.120.22
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$198.4M$198.4M$623.0M$467.2M$337.9M
Returns
ROE19.9%19.9%19.0%24.7%29.8%
Valuation
P/E43.8843.8829.9639.7337.47
EV/EBITDA29.4029.4019.7028.7625.79
P/B8.758.755.6910.7511.16
Growth & Yield
Revenue Growth12.3%12.3%-0.1%8.2%—
EPS Growth——-8.8%6.5%—
Dividend Yield0.5%0.5%———

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 +52.0%

Total return

+52.0%

Start / end P/E

n/dx → n/dx

EPS bridge

13.34 → n/d

Residual

+51.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+51.5%

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.