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v0.1
STX.WA$3.12-1.11%
Fair $3.12+0.0%

STX.WA

Stalexport Autostrady S.A.

Industrials / Infrastructure OperationsWarsaw

$3.12

-0.04 (-1.11%)

Fairly Valued+0.0%Fair Value $3.12Fund rank 32/100 · Data gapFallback financials|
SA 66/B
F-Score: 4/9

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 24%

FCF escenarios

weak_data · normalized FCF $91.3M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

66/100

B

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: 0unknown: 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.
Thesis & Journal · STX.WALocal privado en este navegador · Stalexport Autostrady S.A.
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

$771M

P/E

8.6x

↓

EV/EBITDA

-0.1x

↓

ROE

12.3%

↑

Gross Margin

61.8%

↑

Debt/Equity

0.01

↓
52-Week Range$3
$3$3

TradingView lightweight chart

STX.WA price, volumen y niveles de valoración

Último $3.105Periodo -87.5%
Fair value: $3.120

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

+15.3%

FCF CAGR

-6.0%

FCF margin

22.8%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $633.7M · net income $86.3M · FCF $144.6M

2022-FY → 2025-FY

Gross margin

61.8%+19.1% pts

Operating margin

15.9%+1.9% pts

Net margin

13.6%+4.8% pts

FCF margin

22.8%-19.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$633.7M$633.7M$578.0M$508.9M$413.9M
Net Income$86.3M$86.3M$132.9M$109.2M$36.6M
EBITDA$242.1M$242.1M$316.8M$269.7M$180.8M
EPS0.350.350.540.440.15
Gross Margin61.8%61.8%63.8%66.5%42.7%
Operating Margin15.9%15.9%29.2%22.7%14.0%
Net Margin13.6%13.6%23.0%21.5%8.8%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$144.6M$144.6M$-191.4M$91.3M$173.8M
Returns
ROE12.3%12.3%17.2%14.5%5.3%
Valuation
P/E8.638.635.466.9817.70
EV/EBITDA-0.07-0.070.280.471.02
P/B1.091.090.941.010.95
Growth & Yield
Revenue Growth9.6%9.6%13.6%22.9%—
EPS Growth-35.2%-35.2%22.7%193.3%—
Dividend Yield22.7%22.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-7.5%

fácil

EPS terminal req.

$0.28

Spread vs growth

-27.7%

5Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$0.33

Spread vs growth

-34.3%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$0.54

Spread vs growth

-39.6%

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 +28.1%

Total return

+28.1%

Start / end P/E

5.5x → 8.9x

EPS bridge

0.54 → 0.35

Residual

-22.0%

EPS growth-35.2%
Multiple rerating+62.7%
Dividend+22.7%
Residual / FX / buybacks / cross-term-22.0%

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.