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SNK.WA$21.80+0.93%
Fair $21.80+0.0%

SNK.WA

Sanok Rubber Company Spólka Akcyjna

Consumer Cyclical / Auto PartsWarsaw

$21.80

+0.20 (+0.93%)

Fairly Valued+0.0%Fair Value $21.80Fund rank 33/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $89.8M · quality 60.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

46/100

C

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: 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 · SNK.WALocal privado en este navegador · Sanok Rubber Company Spólka Akcyjna
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

$512M

P/E

14.7x

↓

EV/EBITDA

5.1x

↓

ROE

7.3%

↑

Gross Margin

21.6%

↓

Debt/Equity

0.57

↑
52-Week Range$22
$20$26

TradingView lightweight chart

SNK.WA price, volumen y niveles de valoración

Último $21.70Periodo +549.7%
Fair value: $21.80

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

+2.0%

FCF CAGR

+81.2%

FCF margin

6.1%

FCF / Net income

2.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.47B · net income $41.4M · FCF $89.8M

2022-FY → 2025-FY

Gross margin

21.6%+4.1% pts

Operating margin

4.4%-0.7% pts

Net margin

2.8%-1.3% pts

FCF margin

6.1%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.47B$1.47B$1.45B$1.45B$1.39B
Net Income$41.4M$41.4M$53.2M$74.0M$56.6M
EBITDA$155.0M$155.0M$147.6M$159.8M$123.8M
EPS1.531.532.082.752.08
Gross Margin21.6%21.6%20.9%19.0%17.5%
Operating Margin4.4%4.4%4.3%5.8%5.1%
Net Margin2.8%2.8%3.7%5.1%4.1%
Balance Sheet
Debt/Equity0.570.570.590.310.42
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$89.8M$89.8M$17.3M$122.0M$15.1M
Returns
ROE7.3%7.3%9.1%12.6%10.3%
Valuation
P/E14.6614.6610.848.447.07
EV/EBITDA5.075.075.934.274.34
P/B1.031.030.991.060.73
Growth & Yield
Revenue Growth1.6%1.6%0.1%4.3%—
EPS Growth-26.4%-26.4%-24.4%32.2%—
Dividend Yield7.0%7.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$1.93

Spread vs growth

-34.6%

5Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$2.34

Spread vs growth

-35.3%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$3.77

Spread vs growth

-35.9%

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 +5.6%

Total return

+5.6%

Start / end P/E

10.6x → 14.2x

EPS bridge

2.08 → 1.53

Residual

-9.0%

EPS growth-26.4%
Multiple rerating+34.1%
Dividend+7.0%
Residual / FX / buybacks / cross-term-9.0%

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.