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v0.1
SHAH.BO$4.87-5.09%
Fair $4.87+0.0%

SHAH.BO

Shah Metacorp Limited

Basic Materials / SteelBSE

$4.87

-0.27 (-5.09%)

Fairly Valued+0.0%Fair Value $4.87Fund rank 25/100 · Data gapFallback financials|
SA 63/B
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $-328.3M · quality 55.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

63/100

B

Piotroski

6/9

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 · SHAH.BOLocal privado en este navegador · Shah Metacorp 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

$4.3B

P/E

48.7x

↑

EV/EBITDA

7.1x

↓

ROE

19.7%

↑

Gross Margin

8.5%

↓

Debt/Equity

0.11

↓
52-Week Range$5
$3$6

TradingView lightweight chart

SHAH.BO price, volumen y niveles de valoración

Último $5.030Periodo -25.4%
Fair value: $4.870

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

+106.5%

FCF CAGR

—

FCF margin

-32.2%

FCF / Net income

-1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $326.0M · FCF $-567.9M

2022-FY → 2025-FY

Gross margin

8.5%+20.0% pts

Operating margin

4.3%+53.9% pts

Net margin

18.5%+46.7% pts

FCF margin

-32.2%+74.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$967.5M$398.7M$200.0M
Net Income$326.0M$326.0M$42.6M$16.5M$-56.3M
EBITDA$390.0M$390.0M$79.4M$29.6M$45.2M
EPS0.610.610.110.13-0.29
Gross Margin8.5%8.5%6.6%-3.8%-11.4%
Operating Margin4.3%4.3%0.1%-17.4%-49.6%
Net Margin18.5%18.5%4.4%4.1%-28.2%
Balance Sheet
Debt/Equity0.110.110.643.82-2.51
Current Ratio20.5920.59———
Cash Flow
Free Cash Flow$-567.9M$-567.9M$-328.3M$-70.5M$-213.5M
Returns
ROE19.7%19.7%7.4%9.4%17.9%
Valuation
P/E48.7048.7032.6418.98—
EV/EBITDA7.097.0922.2925.1435.11
P/B1.571.572.452.01—
Growth & Yield
Revenue Growth82.1%82.1%142.7%99.3%—
EPS Growth454.5%454.5%-16.8%145.7%—

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

-10.9%

fácil

EPS terminal req.

$0.43

Spread vs growth

465.4%

5Y implied EPS CAGR

-3.0%

fácil

EPS terminal req.

$0.52

Spread vs growth

457.6%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$0.84

Spread vs growth

451.3%

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 +58.7%

Total return

+58.7%

Start / end P/E

28.8x → 8.2x

EPS bridge

0.11 → 0.61

Residual

-324.5%

EPS growth+454.5%
Multiple rerating-71.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-324.5%

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.