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SUBROS.BO$709.30-1.95%
Fair $709.30+0.0%

SUBROS.BO

Subros Limited

Consumer Cyclical / Auto PartsBSE

$709.30

-14.35 (-1.95%)

Fairly Valued+0.0%Fair Value $709.30Fund rank 28/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $457.8M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

45/100

C

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: 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 · SUBROS.BOLocal privado en este navegador · Subros 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

$46.3B

P/E

28.0x

↑

EV/EBITDA

13.2x

↑

ROE

13.3%

↑

Gross Margin

27.1%

↓

Debt/Equity

0.06

↓
52-Week Range$709
$624$1212

TradingView lightweight chart

SUBROS.BO price, volumen y niveles de valoración

Último $722.75Periodo +16047.2%
Fair value: $709.30

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

+10.3%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.56B · net income $1.66B · FCF $-442.4M

2023-FY → 2026-FY

Gross margin

27.1%+7.1% pts

Operating margin

5.3%+3.2% pts

Net margin

4.4%+2.7% pts

FCF margin

-1.2%-1.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$37.56B$37.56B$33.68B$30.71B$28.00B
Net Income$1.66B$1.66B$1.51B$976.2M$479.2M
EBITDA$3.55B$3.55B$3.43B$2.66B$1.85B
EPS25.3925.3923.0714.967.35
Gross Margin27.1%27.1%27.8%22.6%20.0%
Operating Margin5.3%5.3%5.8%4.6%2.1%
Net Margin4.4%4.4%4.5%3.2%1.7%
Balance Sheet
Debt/Equity0.060.060.040.040.09
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-442.4M$-442.4M$569.0M$457.8M$82.8M
Returns
ROE13.3%13.3%13.8%10.2%5.5%
Valuation
P/E27.9627.9625.2535.7240.94
EV/EBITDA13.2213.2211.0913.0810.86
P/B3.723.723.473.652.26
Growth & Yield
Revenue Growth11.5%11.5%9.7%9.7%—
EPS Growth10.1%10.1%54.2%103.5%—
Dividend Yield0.4%0.4%———

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

35.3%

muy exigente

EPS terminal req.

$62.94

Spread vs growth

-25.3%

5Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$76.16

Spread vs growth

-14.5%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$122.65

Spread vs growth

-7.0%

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 +1.2%

Total return

+1.2%

Start / end P/E

31.1x → 28.5x

EPS bridge

23.07 → 25.39

Residual

-0.8%

EPS growth+10.1%
Multiple rerating-8.4%
Dividend+0.4%
Residual / FX / buybacks / cross-term-0.8%

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.