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SOUTHMG.BO$80.06-3.52%
Fair $80.06+0.0%

SOUTHMG.BO

Southern Magnesium and Chemicals Limited

Basic Materials / Other Industrial Metals & MiningBSE

$80.06

-2.92 (-3.52%)

Fairly Valued+0.0%Fair Value $80.06Fund rank 25/100 · Data gapFallback financials|
SA 28/D
F-Score: 1/9
Margin CompressionLow Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-31.2M · quality 41.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

28/100

D

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.0%, below the 5% threshold
Thesis & Journal · SOUTHMG.BOLocal privado en este navegador · Southern Magnesium and Chemicals 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

$240M

P/E

190.6x

↑

EV/EBITDA

43.7x

↑

ROE

1.0%

↑

Gross Margin

36.2%

↑

Debt/Equity

0.36

↑
52-Week Range$80
$61$185

TradingView lightweight chart

SOUTHMG.BO price, volumen y niveles de valoración

Último $80.06Periodo -22.6%
Fair value: $80.06

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

-26.8%

FCF CAGR

—

FCF margin

-139.9%

FCF / Net income

-37.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.6M · net income $1.3M · FCF $-46.9M

2023-FY → 2026-FY

Gross margin

36.2%-37.8% pts

Operating margin

-0.5%-56.6% pts

Net margin

3.8%-37.4% pts

FCF margin

-139.9%-175.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$33.6M$33.6M$124.3M$94.7M$85.7M
Net Income$1.3M$1.3M$32.0M$33.3M$35.3M
EBITDA$6.6M$6.6M$44.8M$46.0M$49.4M
EPS——10.6611.1011.77
Gross Margin36.2%36.2%48.5%61.8%74.0%
Operating Margin-0.5%-0.5%31.0%44.4%56.1%
Net Margin3.8%3.8%25.7%35.2%41.2%
Balance Sheet
Debt/Equity0.360.360.250.250.03
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$-46.9M$-46.9M$47.3M$-31.2M$30.8M
Returns
ROE1.0%1.0%24.7%34.2%55.2%
Valuation
P/E190.62190.6214.7120.815.99
EV/EBITDA43.7243.7211.2315.584.14
P/B1.841.843.647.123.31
Growth & Yield
Revenue Growth-73.0%-73.0%31.3%10.5%—
EPS Growth——-4.0%-5.7%—

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 -47.7%

Total return

-47.7%

Start / end P/E

n/dx → n/dx

EPS bridge

10.66 → n/d

Residual

-47.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-47.7%

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.