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SPECFOOD.BO$11.82-4.75%
Fair $11.82+0.0%

SPECFOOD.BO

Spectrum Foods Limited

Consumer Defensive / Packaged FoodsBSE

$11.82

-0.59 (-4.75%)

Fairly Valued+0.0%Fair Value $11.82Fund rank 27/100 · Data gapFallback financials|
SA 33/D
F-Score: 2/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $5.4M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

33/100

D

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 0.3%, below the 5% threshold
Thesis & Journal · SPECFOOD.BOLocal privado en este navegador · Spectrum Foods 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

$287M

P/E

45.5x

↑

EV/EBITDA

29.1x

↑

ROE

0.3%

↓

Gross Margin

8.7%

↓

Debt/Equity

0.02

↓
52-Week Range$12
$10$28

TradingView lightweight chart

SPECFOOD.BO price, volumen y niveles de valoración

Último $11.82Periodo -76.4%
Fair value: $11.82

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

+10.9%

FCF CAGR

—

FCF margin

-146.1%

FCF / Net income

-260.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $220.8M · net income $1.2M · FCF $-322.6M

2022-FY → 2025-FY

Gross margin

8.7%-13.6% pts

Operating margin

-1.2%-3.3% pts

Net margin

0.6%+2.1% pts

FCF margin

-146.1%-146.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$220.8M$220.8M$218.3M$157.1M$161.7M
Net Income$1.2M$1.2M$13.3M$3.8M$-2.5M
EBITDA$10.1M$10.1M$32.1M$22.5M$16.9M
EPS0.260.262.740.33-0.22
Gross Margin8.7%8.7%25.0%37.7%22.3%
Operating Margin-1.2%-1.2%8.7%6.4%2.1%
Net Margin0.6%0.6%6.1%2.4%-1.6%
Balance Sheet
Debt/Equity0.020.021.33-150.65-25.14
Cash Flow
Free Cash Flow$-322.6M$-322.6M$5.4M$89.5M$705000.00
Returns
ROE0.3%0.3%100.6%-4979.2%65.1%
Valuation
P/E45.4645.4614.95137.28—
EV/EBITDA29.1029.1015.1423.8419.62
P/B0.720.7235.52——
Growth & Yield
Revenue Growth1.1%1.1%39.0%-2.9%—
EPS Growth-90.5%-90.5%718.3%251.9%—

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

59.2%

muy exigente

EPS terminal req.

$1.05

Spread vs growth

-149.7%

5Y implied EPS CAGR

37.3%

muy exigente

EPS terminal req.

$1.27

Spread vs growth

-127.8%

10Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$2.04

Spread vs growth

-113.4%

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 -55.9%

Total return

-55.9%

Start / end P/E

9.8x → 45.5x

EPS bridge

2.74 → 0.26

Residual

-330.3%

EPS growth-90.5%
Multiple rerating+365.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-330.3%

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.