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STRATMONT.BO$75.88-1.99%
Fair $75.88+0.0%

STRATMONT.BO

Stratmont Industries Limited

Basic Materials / Coking CoalBSE

$75.88

-1.54 (-1.99%)

Fairly Valued+0.0%Fair Value $75.88Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
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 $-215.2M · quality 45.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

47/100

C

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.5%, below the 5% threshold
Thesis & Journal · STRATMONT.BOLocal privado en este navegador · Stratmont Industries 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

$2.2B

P/E

79.0x

↑

EV/EBITDA

81.2x

↑

ROE

3.5%

↑

Gross Margin

5.9%

↓

Debt/Equity

0.54

↑
52-Week Range$76
$45$121

TradingView lightweight chart

STRATMONT.BO price, volumen y niveles de valoración

Último $75.88Periodo +885.5%
Fair value: $75.88

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

+39.5%

FCF CAGR

—

FCF margin

-28.7%

FCF / Net income

-25.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $927.0M · net income $10.4M · FCF $-265.9M

2022-FY → 2025-FY

Gross margin

5.9%+4.4% pts

Operating margin

2.4%+1.8% pts

Net margin

1.1%-0.4% pts

FCF margin

-28.7%-34.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$927.0M$927.0M$872.5M$526.4M$341.3M
Net Income$10.4M$10.4M$7.6M$7.3M$5.3M
EBITDA$28.8M$28.8M$21.1M$13.2M$7.1M
EPS0.360.362.172.101.51
Gross Margin5.9%5.9%3.4%3.6%1.5%
Operating Margin2.4%2.4%1.5%2.4%0.6%
Net Margin1.1%1.1%0.9%1.4%1.5%
Balance Sheet
Debt/Equity0.540.546.042.600.40
Cash Flow
Free Cash Flow$-265.9M$-265.9M$-215.2M$-54.6M$18.9M
Returns
ROE3.5%3.5%16.4%25.0%24.0%
Valuation
P/E79.0479.0422.318.0914.40
EV/EBITDA81.1681.1620.839.0211.25
P/B7.347.343.652.023.45
Growth & Yield
Revenue Growth6.2%6.2%65.7%54.2%—
EPS Growth-83.4%-83.4%3.3%39.1%—
Dividend Yield0.3%0.3%———

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

165.4%

muy exigente

EPS terminal req.

$6.73

Spread vs growth

-248.9%

5Y implied EPS CAGR

86.6%

muy exigente

EPS terminal req.

$8.15

Spread vs growth

-170.0%

10Y implied EPS CAGR

43.3%

muy exigente

EPS terminal req.

$13.12

Spread vs growth

-126.7%

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 +7.7%

Total return

+7.7%

Start / end P/E

32.6x → 210.8x

EPS bridge

2.17 → 0.36

Residual

-456.7%

EPS growth-83.4%
Multiple rerating+547.5%
Dividend+0.3%
Residual / FX / buybacks / cross-term-456.7%

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.