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SIMH3.SA$9.08+1.79%
Fair $9.08+0.0%

SIMH3.SA

SIMPAR S.A.

Industrials / Rental & Leasing ServicesSão Paulo

$9.08

+0.16 (+1.79%)

Fairly Valued+0.0%Fair Value $9.08Fund rank 18/100 · Data gapFallback financials|
SA 27/D
F-Score: 6/9
High DebtLow Profitability

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-2.4B · quality 24.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

27/100

D

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: 2unknown: 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. Debt-to-Equity ratio is 13.32, above the 2.0 threshold ROE is 0.9%, below the 5% threshold
Thesis & Journal · SIMH3.SALocal privado en este navegador · SIMPAR 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

$5.3B

P/E

98.8x

↑

EV/EBITDA

4.8x

↓

ROE

0.9%

↓

Gross Margin

26.2%

↑

Debt/Equity

13.32

↑
52-Week Range$9
$8$15

TradingView lightweight chart

SIMH3.SA price, volumen y niveles de valoración

Último $9.080Periodo -38.2%
Fair value: $9.080

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

+21.8%

FCF CAGR

—

FCF margin

-4.5%

FCF / Net income

-49.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.53B · net income $39.5M · FCF $-1.94B

2022-FY → 2025-FY

Gross margin

26.2%-5.4% pts

Operating margin

19.0%-2.3% pts

Net margin

0.1%-1.9% pts

FCF margin

-4.5%+26.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.53B$43.53B$40.74B$31.84B$24.08B
Net Income$39.5M$39.5M$-198.2M$-495.2M$482.1M
EBITDA$12.68B$12.68B$10.62B$7.50B$6.79B
EPS0.090.09-0.46-1.171.13
Gross Margin26.2%26.2%25.6%25.6%31.5%
Operating Margin19.0%19.0%16.4%15.5%21.3%
Net Margin0.1%0.1%-0.5%-1.6%2.0%
Balance Sheet
Debt/Equity13.3213.3221.1313.7313.95
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-1.94B$-1.94B$-5.04B$-2.37B$-7.50B
Returns
ROE0.9%0.9%-7.2%-14.9%16.7%
Valuation
P/E98.8198.81——12.01
EV/EBITDA4.814.815.576.946.52
P/B0.860.861.072.322.01
Growth & Yield
Revenue Growth6.8%6.8%27.9%32.2%—
EPS Growth119.9%119.9%60.8%-204.0%—
Dividend Yield1.9%1.9%———

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

106.2%

muy exigente

EPS terminal req.

$0.81

Spread vs growth

13.7%

5Y implied EPS CAGR

60.4%

muy exigente

EPS terminal req.

$0.97

Spread vs growth

59.6%

10Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$1.57

Spread vs growth

87.1%

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 -12.6%

Total return

-12.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.46 → 0.09

Residual

-14.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term-14.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.