StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
SEL.WA$50.60+3.07%
Fair $50.60+0.0%

SEL.WA

Selena FM S.A.

Basic Materials / Specialty ChemicalsWarsaw

$50.60

+1.50 (+3.07%)

Fairly Valued+0.0%Fair Value $50.60Fund rank 36/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 $113.1M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

60/100

B

Piotroski

7/9

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 · SEL.WALocal privado en este navegador · Selena FM S.A.
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

$1.1B

P/E

9.5x

↓

EV/EBITDA

5.4x

↓

ROE

14.9%

↑

Gross Margin

35.3%

↑

Debt/Equity

0.26

↑
52-Week Range$51
$34$64

TradingView lightweight chart

SEL.WA price, volumen y niveles de valoración

Último $50.40Periodo +86.7%
Fair value: $50.60

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

-2.9%

FCF CAGR

-0.4%

FCF margin

8.4%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.80B · net income $115.1M · FCF $150.6M

2022-FY → 2025-FY

Gross margin

35.3%+5.2% pts

Operating margin

10.4%+2.4% pts

Net margin

6.4%+0.7% pts

FCF margin

8.4%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.80B$1.80B$1.78B$1.78B$1.96B
Net Income$115.1M$115.1M$85.9M$50.1M$112.1M
EBITDA$220.7M$220.7M$180.0M$116.9M$196.5M
EPS5.325.323.972.324.91
Gross Margin35.3%35.3%33.9%30.9%30.1%
Operating Margin10.4%10.4%8.5%6.5%8.0%
Net Margin6.4%6.4%4.8%2.8%5.7%
Balance Sheet
Debt/Equity0.260.260.320.340.19
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$150.6M$150.6M$113.1M$25.5M$152.6M
Returns
ROE14.9%14.9%11.7%7.2%15.7%
Valuation
P/E9.519.517.7116.424.73
EV/EBITDA5.395.394.518.412.87
P/B1.411.410.901.180.74
Growth & Yield
Revenue Growth1.0%1.0%0.1%-9.4%—
EPS Growth34.0%34.0%71.1%-52.7%—
Dividend Yield5.0%5.0%———

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

-5.5%

fácil

EPS terminal req.

$4.49

Spread vs growth

39.5%

5Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$5.43

Spread vs growth

33.6%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$8.75

Spread vs growth

28.9%

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 +39.0%

Total return

+39.0%

Start / end P/E

9.5x → 9.5x

EPS bridge

3.97 → 5.32

Residual

+0.0%

EPS growth+34.0%
Multiple rerating+0.0%
Dividend+5.0%
Residual / FX / buybacks / cross-term+0.0%

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.