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SMCGLOBAL.BO$58.60-1.51%
Fair $58.60+0.0%

SMCGLOBAL.BO

SMC Global Securities Limited

Financial Services / Capital MarketsBSE

$58.60

-0.90 (-1.51%)

Fairly Valued+0.0%Fair Value $58.60Fund rank 21/100 · Data gapFallback financials|
SA 43/C
F-Score: 1/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 50.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

43/100

C

Piotroski

1/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · SMCGLOBAL.BOLocal privado en este navegador · SMC Global Securities 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

$12.3B

P/E

12.0x

↓

EV/EBITDA

8.1x

↓

ROE

7.8%

↑

Gross Margin

28.0%

↓

Debt/Equity

1.56

↑
52-Week Range$59
$55$95

TradingView lightweight chart

SMCGLOBAL.BO price, volumen y niveles de valoración

Último $58.60Periodo +21.9%
Fair value: $58.60

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

+20.0%

FCF CAGR

—

FCF margin

-6.4%

FCF / Net income

-1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.55B · net income $1.02B · FCF $-1.18B

2023-FY → 2026-FY

Gross margin

28.0%+4.9% pts

Operating margin

18.7%+8.0% pts

Net margin

5.5%-5.7% pts

FCF margin

-6.4%+20.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$18.55B$18.55B$17.31B$14.26B$10.73B
Net Income$1.02B$1.02B$1.46B$1.87B$1.20B
EBITDA$3.84B$3.84B$4.29B$4.22B$2.65B
EPS——6.968.955.63
Gross Margin28.0%28.0%29.8%24.7%23.1%
Operating Margin18.7%18.7%22.4%14.2%10.7%
Net Margin5.5%5.5%8.4%13.1%11.2%
Balance Sheet
Debt/Equity1.561.561.391.341.01
Current Ratio4.144.14———
Cash Flow
Free Cash Flow$-1.18B$-1.18B$-55.0M$-2.23B$-2.92B
Returns
ROE7.8%7.8%12.0%17.1%12.9%
Valuation
P/E12.0312.037.937.366.44
EV/EBITDA8.108.106.296.436.37
P/B0.940.940.951.260.83
Growth & Yield
Revenue Growth7.2%7.2%21.4%32.9%—
EPS Growth——-22.2%59.0%—
Dividend Yield2.0%2.0%———

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 -1.4%

Total return

-1.4%

Start / end P/E

n/dx → n/dx

EPS bridge

6.96 → n/d

Residual

-3.4%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-3.4%

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.