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v0.1
SEPC.BO$7.24-7.30%
Fair $7.24+0.0%

SEPC.BO

SEPC Limited

Industrials / Engineering & ConstructionBSE

$7.24

-0.57 (-7.30%)

Fairly Valued+0.0%Fair Value $7.24Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
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 20%

FCF escenarios

weak_data · normalized FCF $-1.3B · quality 53.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

5/9

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 2.8%, below the 5% threshold
Thesis & Journal · SEPC.BOLocal privado en este navegador · SEPC 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

$14.1B

P/E

24.1x

↑

EV/EBITDA

15.0x

↑

ROE

2.8%

↓

Gross Margin

15.5%

↓

Debt/Equity

0.18

↓
52-Week Range$7
$5$16

TradingView lightweight chart

SEPC.BO price, volumen y niveles de valoración

Último $7.240Periodo -97.5%
Fair value: $7.240

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

+40.7%

FCF CAGR

—

FCF margin

-25.1%

FCF / Net income

-4.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.54B · net income $535.4M · FCF $-2.64B

2023-FY → 2026-FY

Gross margin

15.5%-0.3% pts

Operating margin

6.9%+23.3% pts

Net margin

5.1%+6.4% pts

FCF margin

-25.1%-30.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.54B$10.54B$5.98B$5.61B$3.79B
Net Income$535.4M$535.4M$248.4M$227.8M$-49.0M
EBITDA$1.08B$1.08B$850.5M$724.9M$918.6M
EPS0.300.300.160.15-0.04
Gross Margin15.5%15.5%20.9%16.8%15.8%
Operating Margin6.9%6.9%7.6%23.3%-16.4%
Net Margin5.1%5.1%4.2%4.1%-1.3%
Balance Sheet
Debt/Equity0.180.180.240.380.38
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$-2.64B$-2.64B$-1.33B$-1.21B$207.7M
Returns
ROE2.8%2.8%1.6%1.9%-0.5%
Valuation
P/E24.1324.1389.69136.44—
EV/EBITDA15.0215.0230.3250.6820.81
P/B0.670.671.482.671.40
Growth & Yield
Revenue Growth76.4%76.4%6.5%48.1%—
EPS Growth87.5%87.5%3.6%525.0%—

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

28.9%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

58.6%

5Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$0.78

Spread vs growth

66.5%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$1.25

Spread vs growth

72.1%

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 -47.9%

Total return

-47.9%

Start / end P/E

86.8x → 24.1x

EPS bridge

0.16 → 0.30

Residual

-63.2%

EPS growth+87.5%
Multiple rerating-72.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-63.2%

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.