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SUGT.TA$2099.00-0.69%
Fair $2099.00+0.0%

SUGT.TA

Sugat Group Ltd

Consumer Defensive / Packaged FoodsTel Aviv

$2099.00

-15.00 (-0.69%)

Fairly Valued+0.0%Fair Value $2099.00Fund rank 30/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $44.8M · quality 58.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

44/100

C

Piotroski

6/9

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 2 consecutive years
Thesis & Journal · SUGT.TALocal privado en este navegador · Sugat Group Ltd
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

$1.2B

P/E

8.7x

↓

EV/EBITDA

406.9x

↑

ROE

13.2%

↑

Gross Margin

19.7%

↓

Debt/Equity

0.25

↓
52-Week Range$2099
$1918$2419

TradingView lightweight chart

SUGT.TA price, volumen y niveles de valoración

Último $2,156Periodo +2.5%
Fair value: $2,099

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

+3.4%

FCF CAGR

—

FCF margin

9.1%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $939.4M · net income $102.9M · FCF $85.4M

2022-FY → 2025-FY

Gross margin

19.7%+3.6% pts

Operating margin

7.8%+2.6% pts

Net margin

11.0%+8.8% pts

FCF margin

9.1%+9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$939.4M$939.4M$947.5M$964.4M$850.1M
Net Income$102.9M$102.9M$12.2M$-13.0M$18.3M
EBITDA$220.2M$220.2M$102.9M$76.9M$82.7M
EPS2.412.419.89-10.5414.88
Gross Margin19.7%19.7%17.6%16.0%16.0%
Operating Margin7.8%7.8%6.1%5.0%5.2%
Net Margin11.0%11.0%1.3%-1.3%2.2%
Balance Sheet
Debt/Equity0.250.251.351.41—
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$85.4M$85.4M$44.8M$40.3M$-3.1M
Returns
ROE13.2%13.2%3.6%-4.0%—
Valuation
P/E8.718.71———
EV/EBITDA406.91406.91———
P/B114.98114.98———
Growth & Yield
Revenue Growth-0.9%-0.9%-1.8%13.5%—
EPS Growth-75.6%-75.6%193.9%-170.8%—
Dividend Yield4.0%4.0%———

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

326.0%

muy exigente

EPS terminal req.

$186.25

Spread vs growth

-401.6%

5Y implied EPS CAGR

147.8%

muy exigente

EPS terminal req.

$225.36

Spread vs growth

-223.5%

10Y implied EPS CAGR

65.1%

muy exigente

EPS terminal req.

$362.95

Spread vs growth

-140.7%

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 · available periodreconcilia total +6.5%

Total return

+6.5%

Start / end P/E

212.7x → 894.6x

EPS bridge

9.89 → 2.41

Residual

-242.5%

EPS growth-75.6%
Multiple rerating+320.6%
Dividend+4.0%
Residual / FX / buybacks / cross-term-242.5%

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.