StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
SMSAAM.SN$157.79+0.00%
Fair $157.79+0.0%

SMSAAM.SN

Sociedad Matriz SAAM S.A.

Industrials / Marine ShippingSantiago

$157.79

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $157.79Fund rank 26/100 · Data gapFallback financials|
SA 61/B
F-Score: 5/9

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 $-31.3M · quality 43.7/100

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

61/100

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: 0unknown: 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.
Thesis & Journal · SMSAAM.SNLocal privado en este navegador · Sociedad Matriz SAAM 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

$1.54T

P/E

21.1x

↑

EV/EBITDA

10933.9x

↑

ROE

7.2%

↑

Gross Margin

32.6%

↑

Debt/Equity

0.41

↑
52-Week Range$158
$115$160

TradingView lightweight chart

SMSAAM.SN price, volumen y niveles de valoración

Último $157.40Periodo +151.0%
Fair value: $157.79

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

+11.0%

FCF CAGR

+51.8%

FCF margin

17.8%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $631.8M · net income $80.4M · FCF $112.4M

2022-FY → 2025-FY

Gross margin

32.6%+2.7% pts

Operating margin

17.7%+3.5% pts

Net margin

12.7%+2.3% pts

FCF margin

17.8%+10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$631.8M$631.8M$577.6M$540.1M$461.8M
Net Income$80.4M$80.4M$59.2M$500.9M$48.2M
EBITDA$140.5M$140.5M$135.9M$102.5M$88.2M
EPS0.010.010.010.050.00
Gross Margin32.6%32.6%30.2%29.4%30.0%
Operating Margin17.7%17.7%14.4%12.0%14.1%
Net Margin12.7%12.7%10.2%92.7%10.4%
Balance Sheet
Debt/Equity0.410.410.370.400.64
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$112.4M$112.4M$-31.3M$-41.4M$32.1M
Returns
ROE7.2%7.2%5.4%42.9%5.9%
Valuation
P/E21.0721.0717324.592042.0218761.22
EV/EBITDA10933.9410933.947571.639964.9010252.64
P/B1380.321380.32943.32874.831099.05
Growth & Yield
Revenue Growth9.4%9.4%7.0%16.9%—
EPS Growth36.1%36.1%-88.1%949.0%—
Dividend Yield3.6%3.6%———

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

1090.4%

muy exigente

EPS terminal req.

$14.00

Spread vs growth

-1054.3%

5Y implied EPS CAGR

359.2%

muy exigente

EPS terminal req.

$16.94

Spread vs growth

-323.1%

10Y implied EPS CAGR

124.7%

muy exigente

EPS terminal req.

$27.28

Spread vs growth

-88.7%

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 +31.9%

Total return

+31.9%

Start / end P/E

20121.3x → 18963.9x

EPS bridge

0.01 → 0.01

Residual

-2.1%

EPS growth+36.1%
Multiple rerating-5.8%
Dividend+3.6%
Residual / FX / buybacks / cross-term-2.1%

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.