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v0.1
SEQL3.SA$0.08-33.33%
Fair $0.08+0.0%

SEQL3.SA

Sequoia Logística e Transportes S.A.

Industrials / Integrated Freight & LogisticsSão Paulo

$0.08

-0.04 (-33.33%)

Fairly Valued+0.0%Fair Value $0.08Fund rank 26/100 · Data gapFallback financials|
SA 22/D
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 18%

FCF escenarios

weak_data · normalized FCF $-16.9M · quality 46.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

22/100

D

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 1.1%, below the 5% threshold
Thesis & Journal · SEQL3.SALocal privado en este navegador · Sequoia Logística e Transportes 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

$502M

P/E

N/A

•

EV/EBITDA

3.5x

↓

ROE

110.3%

↑

Gross Margin

6.8%

↓

Debt/Equity

-1.97

↓
52-Week Range$0
$0$18

TradingView lightweight chart

SEQL3.SA price, volumen y niveles de valoración

Último $0.080Periodo -100.0%
Fair value: $0.080

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

-31.0%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $592.9M · net income $-202.2M · FCF $-16.9M

2022-FY → 2025-FY

Gross margin

6.8%-10.6% pts

Operating margin

-17.4%-17.5% pts

Net margin

-34.1%-28.2% pts

FCF margin

-2.9%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$592.9M$592.9M$769.0M$744.7M$1.80B
Net Income$-202.2M$-202.2M$-1.09B$-822.2M$-106.9M
EBITDA$86.1M$86.1M$-969.6M$-588.5M$189.2M
EPS——-53.55-440.69-143.94
Gross Margin6.8%6.8%-3.3%-11.7%17.4%
Operating Margin-17.4%-17.4%-77.6%-85.9%0.1%
Net Margin-34.1%-34.1%-142.3%-110.4%-5.9%
Balance Sheet
Debt/Equity-1.97-1.97-1.336.101.77
Current Ratio0.170.17———
Cash Flow
Free Cash Flow$-16.9M$-16.9M$70.4M$-293.9M$-7.7M
Returns
ROE110.3%110.3%144.3%-699.4%-21.4%
Valuation
EV/EBITDA3.553.55——6.16
P/B———1.650.81
Growth & Yield
Revenue Growth-22.9%-22.9%3.3%-58.7%—
EPS Growth——87.8%-206.2%—

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 -99.5%

Total return

-99.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-53.55 → n/d

Residual

-99.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-99.5%

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.