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SKA.WA$87.60-0.90%
Fair $87.60+0.0%

SKA.WA

Fabryka Farb i Lakierów Sniezka SA

Basic Materials / Specialty ChemicalsWarsaw

$87.60

-0.80 (-0.90%)

Fairly Valued+0.0%Fair Value $87.60Fund rank 36/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
Declining Revenue

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 $116.0M · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

54/100

C

Piotroski

7/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · SKA.WALocal privado en este navegador · Fabryka Farb i Lakierów Sniezka SA
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

$1.1B

P/E

14.8x

↓

EV/EBITDA

8.5x

↓

ROE

17.5%

↑

Gross Margin

51.1%

↑

Debt/Equity

0.37

↑
52-Week Range$88
$76$97

TradingView lightweight chart

SKA.WA price, volumen y niveles de valoración

Último $87.60Periodo +208.5%
Fair value: $87.60

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

-0.8%

FCF CAGR

+43.7%

FCF margin

17.2%

FCF / Net income

1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $772.5M · net income $71.4M · FCF $133.1M

2022-FY → 2025-FY

Gross margin

51.1%+12.6% pts

Operating margin

13.5%+4.6% pts

Net margin

9.2%+4.6% pts

FCF margin

17.2%+11.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$772.5M$772.5M$798.4M$857.8M$791.7M
Net Income$71.4M$71.4M$69.4M$77.6M$36.7M
EBITDA$145.4M$145.4M$147.2M$164.3M$111.7M
EPS——5.506.152.91
Gross Margin51.1%51.1%49.3%44.8%38.4%
Operating Margin13.5%13.5%13.4%13.9%8.9%
Net Margin9.2%9.2%8.7%9.1%4.6%
Balance Sheet
Debt/Equity0.370.370.700.821.03
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$133.1M$133.1M$81.4M$116.0M$44.9M
Returns
ROE17.5%17.5%18.6%22.3%12.5%
Valuation
P/E14.8214.8215.2713.6622.27
EV/EBITDA8.548.548.737.949.90
P/B2.722.722.843.052.79
Growth & Yield
Revenue Growth-3.2%-3.2%-6.9%8.3%—
EPS Growth——-10.6%111.3%—
Dividend Yield5.8%5.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +8.4%

Total return

+8.4%

Start / end P/E

n/dx → n/dx

EPS bridge

5.50 → n/d

Residual

+2.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term+2.6%

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.