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SIEMEL.SN$380.00+0.00%
Fair $380.00+0.0%

SIEMEL.SN

Inversiones Siemel S.A.

Industrials / ConglomeratesSantiago

$380.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $380.00Fund rank 26/100 · Data gapFallback financials|
SA 65/B
F-Score: 5/9
Margin Compression

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 $1.6B · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

65/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · SIEMEL.SNLocal privado en este navegador · Inversiones Siemel 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

$137.8B

P/E

6.5x

↓

EV/EBITDA

8.7x

↓

ROE

5.9%

↑

Gross Margin

35.2%

↑

Debt/Equity

0.47

↑
52-Week Range$380
$244$390

TradingView lightweight chart

SIEMEL.SN price, volumen y niveles de valoración

Último $379.00Periodo -41.8%
Fair value: $380.00

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

+16.7%

FCF CAGR

-63.1%

FCF margin

1.7%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $92.68B · net income $19.30B · FCF $1.60B

2022-FY → 2025-FY

Gross margin

35.2%-9.0% pts

Operating margin

15.8%-10.6% pts

Net margin

20.8%-39.5% pts

FCF margin

1.7%-52.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$92.68B$92.68B$76.39B$64.38B$58.31B
Net Income$19.30B$19.30B$16.04B$13.57B$35.18B
EBITDA$31.76B$31.76B$23.18B$19.48B$40.83B
EPS53.2253.2244.2337.4397.03
Gross Margin35.2%35.2%34.6%36.5%44.2%
Operating Margin15.8%15.8%17.3%17.6%26.4%
Net Margin20.8%20.8%21.0%21.1%60.3%
Balance Sheet
Debt/Equity0.470.470.430.350.30
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$1.60B$1.60B$-430.7M$4.27B$31.85B
Returns
ROE5.9%5.9%5.5%4.8%13.2%
Valuation
P/E6.546.546.678.282.99
EV/EBITDA8.728.729.189.913.89
P/B0.420.420.360.400.40
Growth & Yield
Revenue Growth21.3%21.3%18.7%10.4%—
EPS Growth20.3%20.3%18.1%-61.4%—
Dividend Yield0.3%0.3%———

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

-14.1%

fácil

EPS terminal req.

$33.72

Spread vs growth

34.4%

5Y implied EPS CAGR

-5.2%

fácil

EPS terminal req.

$40.80

Spread vs growth

25.5%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$65.71

Spread vs growth

18.2%

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 +28.8%

Total return

+28.8%

Start / end P/E

6.7x → 7.1x

EPS bridge

44.23 → 53.22

Residual

+1.4%

EPS growth+20.3%
Multiple rerating+6.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term+1.4%

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.