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SHIVTEXCHEM.BO$133.85-4.97%
Fair $133.85+0.0%

SHIVTEXCHEM.BO

Shiv Texchem Limited

Basic Materials / ChemicalsBSE

$133.85

-7.00 (-4.97%)

Fairly Valued+0.0%Fair Value $133.85Fund rank 20/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 14%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 25.7/100

Data gap 20/100
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

46/100

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: 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 · SHIVTEXCHEM.BOLocal privado en este navegador · Shiv Texchem 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

$3.1B

P/E

4.4x

↓

EV/EBITDA

6.9x

↓

ROE

14.5%

↑

Gross Margin

9.5%

↓

Debt/Equity

1.23

↑
52-Week Range$134
$95$322

TradingView lightweight chart

SHIVTEXCHEM.BO price, volumen y niveles de valoración

Último $133.85Periodo -46.7%
Fair value: $133.85

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

+36.9%

FCF CAGR

—

FCF margin

-5.3%

FCF / Net income

-2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.02B · net income $481.1M · FCF $-1.16B

2022-FY → 2025-FY

Gross margin

9.5%+3.1% pts

Operating margin

3.9%+2.1% pts

Net margin

2.2%+0.6% pts

FCF margin

-5.3%-8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.02B$22.02B$15.35B$11.18B$8.59B
Net Income$481.1M$481.1M$300.5M$160.3M$138.6M
EBITDA$893.0M$893.0M$598.3M$371.0M$227.5M
EPS30.6730.6712.976.925.98
Gross Margin9.5%9.5%8.9%7.5%6.4%
Operating Margin3.9%3.9%3.8%3.2%1.8%
Net Margin2.2%2.2%2.0%1.4%1.6%
Balance Sheet
Debt/Equity1.231.231.542.681.13
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$-1.16B$-1.16B$582.3M$-1.63B$279.1M
Returns
ROE14.5%14.5%15.6%13.1%13.0%
Valuation
P/E4.404.40———
EV/EBITDA6.936.93———
P/B0.630.63———
Growth & Yield
Revenue Growth43.4%43.4%37.3%30.2%—
EPS Growth136.5%136.5%87.5%15.6%—

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

-27.1%

fácil

EPS terminal req.

$11.88

Spread vs growth

163.6%

5Y implied EPS CAGR

-14.1%

fácil

EPS terminal req.

$14.37

Spread vs growth

150.6%

10Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$23.14

Spread vs growth

139.3%

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 -54.1%

Total return

-54.1%

Start / end P/E

22.5x → 4.4x

EPS bridge

12.97 → 30.67

Residual

-110.0%

EPS growth+136.5%
Multiple rerating-80.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-110.0%

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.