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SEVL.BO$45.37-4.98%
Fair $45.37+0.0%

SEVL.BO

SEVL.BO

Consumer Cyclical / Auto ManufacturersBSE

$45.37

-2.26 (-4.98%)

Fairly Valued+0.0%Fair Value $45.37Fund rank 24/100 · Data gapFallback financials|
SA 44/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-34.6M · quality 47.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

44/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · SEVL.BOLocal privado en este navegador · SEVL.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

$561M

P/E

8.1x

↓

EV/EBITDA

6.8x

↓

ROE

36.7%

↑

Gross Margin

25.4%

↓

Debt/Equity

0.73

↑
52-Week Range$45
$39$82

TradingView lightweight chart

SEVL.BO price, volumen y niveles de valoración

Último $43.11Periodo -38.3%
Fair value: $45.37

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+462.3%

FCF CAGR

—

FCF margin

-9.1%

FCF / Net income

-1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $751.0M · net income $61.9M · FCF $-68.6M

2023-FY → 2025-FY

Gross margin

25.4%+0.1% pts

Operating margin

12.1%+8.0% pts

Net margin

8.2%+5.6% pts

FCF margin

-9.1%+15.4% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$751.0M$751.0M$650.3M$23.8M
Net Income$61.9M$61.9M$50.2M$635730.00
EBITDA$96.1M$96.1M$74.3M$961390.00
EPS5.015.014.060.05
Gross Margin25.4%25.4%21.3%25.3%
Operating Margin12.1%12.1%10.8%4.1%
Net Margin8.2%8.2%7.7%2.7%
Balance Sheet
Debt/Equity0.730.730.57—
Current Ratio3.333.33——
Cash Flow
Free Cash Flow$-68.6M$-68.6M$-34.6M$-5.8M
Returns
ROE36.7%36.7%51.8%5.9%
Valuation
P/E8.078.07——
EV/EBITDA6.786.78——
P/B3.153.15——
Growth & Yield
Revenue Growth15.5%15.5%2638.0%—
EPS Growth23.3%23.3%7800.8%—

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

-7.0%

fácil

EPS terminal req.

$4.03

Spread vs growth

30.3%

5Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$4.87

Spread vs growth

23.9%

10Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$7.85

Spread vs growth

18.7%

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 · available periodreconcilia total -38.3%

Total return

-38.3%

Start / end P/E

17.2x → 8.6x

EPS bridge

4.06 → 5.01

Residual

-11.7%

EPS growth+23.3%
Multiple rerating-50.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.7%

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.