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SPENCERS.NS$34.80-4.42%
Fair $34.80+0.0%

SPENCERS.NS

Spencer's Retail Limited

Consumer Cyclical / Department StoresNSE

$34.80

-1.61 (-4.42%)

Fairly Valued+0.0%Fair Value $34.80Fund rank 26/100 · Data gapFallback financials|
SA 27/D
F-Score: 3/9
Declining Revenue

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 $-5.5M · quality 45.3/100

Data gap 26/100
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

27/100

D

Piotroski

3/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · SPENCERS.NSLocal privado en este navegador · Spencer's Retail 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

$3.1B

P/E

N/A

•

EV/EBITDA

144.3x

↑

ROE

27.3%

↑

Gross Margin

20.5%

↓

Debt/Equity

-2.10

↓
52-Week Range$35
$24$70

TradingView lightweight chart

SPENCERS.NS price, volumen y niveles de valoración

Último $34.80Periodo -83.5%
Fair value: $34.80

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

-8.7%

FCF CAGR

—

FCF margin

-3.9%

FCF / Net income

0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.00B · net income $-2.49B · FCF $-693.3M

2023-FY → 2026-FY

Gross margin

20.5%+4.7% pts

Operating margin

-5.9%-1.6% pts

Net margin

-13.9%-5.0% pts

FCF margin

-3.9%-3.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$18.00B$18.00B$19.95B$22.61B$23.68B
Net Income$-2.49B$-2.49B$-2.46B$-2.66B$-2.10B
EBITDA$151.5M$151.5M$602.6M$52.6M$280.7M
EPS-27.70-27.70-27.37-29.57-23.37
Gross Margin20.5%20.5%19.6%15.7%15.7%
Operating Margin-5.9%-5.9%-9.3%-6.2%-4.3%
Net Margin-13.9%-13.9%-12.3%-11.8%-8.9%
Balance Sheet
Debt/Equity-2.10-2.10-2.38-3.90-8.91
Current Ratio0.260.26———
Cash Flow
Free Cash Flow$-693.3M$-693.3M$154.2M$-5.5M$6.0M
Returns
ROE27.3%27.3%37.2%64.0%139.8%
Valuation
EV/EBITDA144.33144.3335.42483.9666.28
Growth & Yield
Revenue Growth-9.8%-9.8%-11.8%-4.5%—
EPS Growth-1.2%-1.2%7.4%-26.5%—

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 -46.0%

Total return

-46.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-27.37 → -27.70

Residual

-46.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-46.0%

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.