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SHELTER.BO$31.98-0.25%
Fair $31.98+0.0%

SHELTER.BO

Shelter Pharma Limited

Healthcare / Drug Manufacturers - Specialty & GenericBSE

$31.98

-0.08 (-0.25%)

Fairly Valued+0.0%Fair Value $31.98Fund rank 26/100 · Data gapFallback financials|
SA 59/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 18%

FCF escenarios

weak_data · normalized FCF $-9.7M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

59/100

C

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SHELTER.BOLocal privado en este navegador · Shelter Pharma 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

$535M

P/E

5.9x

↓

EV/EBITDA

3.5x

↓

ROE

16.9%

↑

Gross Margin

26.3%

↓

Debt/Equity

0.02

↓
52-Week Range$32
$27$50

TradingView lightweight chart

SHELTER.BO price, volumen y niveles de valoración

Último $31.99Periodo -23.8%
Fair value: $31.98

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

+19.0%

FCF CAGR

—

FCF margin

5.6%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $506.6M · net income $72.4M · FCF $28.3M

2022-FY → 2025-FY

Gross margin

26.3%+12.3% pts

Operating margin

19.9%+10.3% pts

Net margin

14.3%+8.2% pts

FCF margin

5.6%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$506.6M$506.6M$400.2M$361.5M$300.6M
Net Income$72.4M$72.4M$62.0M$52.1M$18.4M
EBITDA$99.5M$99.5M$87.4M$71.5M$27.4M
EPS6.266.265.364.491.59
Gross Margin26.3%26.3%26.7%26.3%14.0%
Operating Margin19.9%19.9%22.1%22.7%9.6%
Net Margin14.3%14.3%15.5%14.4%6.1%
Balance Sheet
Debt/Equity0.020.020.020.120.01
Current Ratio7.967.96———
Cash Flow
Free Cash Flow$28.3M$28.3M$-28.1M$-9.7M$-877000.00
Returns
ROE16.9%16.9%17.3%35.8%20.6%
Valuation
P/E5.915.9111.03——
EV/EBITDA3.483.487.31——
P/B0.870.871.91——
Growth & Yield
Revenue Growth26.6%26.6%10.7%20.3%—
EPS Growth16.8%16.8%19.4%182.6%—
Dividend Yield1.1%1.1%———

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

-23.2%

fácil

EPS terminal req.

$2.84

Spread vs growth

40.0%

5Y implied EPS CAGR

-11.3%

fácil

EPS terminal req.

$3.43

Spread vs growth

28.1%

10Y implied EPS CAGR

-1.2%

fácil

EPS terminal req.

$5.53

Spread vs growth

18.0%

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 -14.7%

Total return

-14.7%

Start / end P/E

7.1x → 5.1x

EPS bridge

5.36 → 6.26

Residual

-4.7%

EPS growth+16.8%
Multiple rerating-27.9%
Dividend+1.1%
Residual / FX / buybacks / cross-term-4.7%

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.