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SINCLAIR.BO$73.64+1.10%
Fair $73.64+0.0%

SINCLAIR.BO

Sinclairs Hotels Limited

Consumer Cyclical / LodgingBSE

$73.64

+0.82 (+1.10%)

Fairly Valued+0.0%Fair Value $73.64Fund rank 36/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $149.0M · quality 76.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

45/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · SINCLAIR.BOLocal privado en este navegador · Sinclairs Hotels 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

$3.8B

P/E

41.6x

↑

EV/EBITDA

18.5x

↑

ROE

7.5%

↑

Gross Margin

62.1%

↑

Debt/Equity

0.28

↓
52-Week Range$74
$69$115

TradingView lightweight chart

SINCLAIR.BO price, volumen y niveles de valoración

Último $75.07Periodo +10326.4%
Fair value: $73.64

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.3%

FCF CAGR

+18.6%

FCF margin

32.8%

FCF / Net income

2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $592.4M · net income $90.5M · FCF $194.2M

2023-FY → 2026-FY

Gross margin

62.1%-6.2% pts

Operating margin

19.7%-12.7% pts

Net margin

15.3%-42.8% pts

FCF margin

32.8%+11.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$592.4M$592.4M$534.2M$558.8M$537.8M
Net Income$90.5M$90.5M$140.0M$205.4M$312.3M
EBITDA$221.5M$221.5M$245.1M$313.4M$442.6M
EPS1.771.772.733.875.72
Gross Margin62.1%62.1%61.3%67.1%68.2%
Operating Margin19.7%19.7%24.9%31.3%32.4%
Net Margin15.3%15.3%26.2%36.8%58.1%
Balance Sheet
Debt/Equity0.280.280.180.090.08
Current Ratio7.527.52———
Cash Flow
Free Cash Flow$194.2M$194.2M$83.1M$149.0M$116.3M
Returns
ROE7.5%7.5%12.1%19.1%24.3%
Valuation
P/E41.6041.6032.1034.198.88
EV/EBITDA18.5318.5319.1422.686.51
P/B3.113.113.876.542.16
Growth & Yield
Revenue Growth10.9%10.9%-4.4%3.9%—
EPS Growth-35.2%-35.2%-29.5%-32.3%—
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

54.6%

muy exigente

EPS terminal req.

$6.53

Spread vs growth

-89.7%

5Y implied EPS CAGR

34.9%

muy exigente

EPS terminal req.

$7.91

Spread vs growth

-70.1%

10Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$12.73

Spread vs growth

-57.0%

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 -18.7%

Total return

-18.7%

Start / end P/E

34.3x → 42.4x

EPS bridge

2.73 → 1.77

Residual

-8.3%

EPS growth-35.2%
Multiple rerating+23.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-8.3%

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.