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SPENTA.BO$95.85-10.88%
Fair $95.85+0.0%

SPENTA.BO

Spenta International Limited

Consumer Cyclical / Footwear & AccessoriesBSE

$95.85

-11.70 (-10.88%)

Fairly Valued+0.0%Fair Value $95.85Fund rank 31/100 · Data gapFallback financials|
SA 34/D
F-Score: 7/9
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.1M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

34/100

D

Piotroski

7/9

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 4.2%, below the 5% threshold
Thesis & Journal · SPENTA.BOLocal privado en este navegador · Spenta International 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

$265M

P/E

21.8x

↑

EV/EBITDA

10.6x

↑

ROE

4.2%

↓

Gross Margin

31.6%

↑

Debt/Equity

0.77

↑
52-Week Range$96
$71$154

TradingView lightweight chart

SPENTA.BO price, volumen y niveles de valoración

Último $95.85Periodo +2804.5%
Fair value: $95.85

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

-2.4%

FCF CAGR

—

FCF margin

6.9%

FCF / Net income

2.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $476.4M · net income $12.1M · FCF $32.7M

2022-FY → 2025-FY

Gross margin

31.6%+6.2% pts

Operating margin

5.2%-1.6% pts

Net margin

2.6%-1.7% pts

FCF margin

6.9%+8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$476.4M$476.4M$351.4M$528.7M$512.3M
Net Income$12.1M$12.1M$11.0M$11.5M$21.9M
EBITDA$44.3M$44.3M$42.4M$40.6M$53.7M
EPS4.394.393.984.157.92
Gross Margin31.6%31.6%38.8%24.6%25.4%
Operating Margin5.2%5.2%6.4%4.9%6.7%
Net Margin2.6%2.6%3.1%2.2%4.3%
Balance Sheet
Debt/Equity0.770.770.800.750.79
Cash Flow
Free Cash Flow$32.7M$32.7M$31.1M$29.3M$-7.1M
Returns
ROE4.2%4.2%3.9%4.2%8.2%
Valuation
P/E21.8321.8332.3422.4610.86
EV/EBITDA10.6110.6113.5211.318.29
P/B0.910.911.270.940.89
Growth & Yield
Revenue Growth35.5%35.5%-33.5%3.2%—
EPS Growth10.3%10.3%-4.1%-47.6%—
Dividend Yield0.9%0.9%———

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

24.7%

exigente

EPS terminal req.

$8.51

Spread vs growth

-14.4%

5Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$10.29

Spread vs growth

-8.3%

10Y implied EPS CAGR

14.2%

razonable

EPS terminal req.

$16.57

Spread vs growth

-3.9%

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 -24.3%

Total return

-24.3%

Start / end P/E

32.2x → 21.8x

EPS bridge

3.98 → 4.39

Residual

-3.3%

EPS growth+10.3%
Multiple rerating-32.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term-3.3%

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.