Communication Services / Telecom ServicesBSE
$767.70
-13.85 (-1.77%)
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 17%
FCF escenarios
weak_data · normalized FCF $-292.9M · quality 41.3/100
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.
SA Score
53/100
C
Piotroski
6/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$9.0B
P/E
14.7x
↓EV/EBITDA
7.5x
↑ROE
12.9%
↑Gross Margin
93.4%
↑Debt/Equity
0.76
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2023–2026 · 3 años de histórico normalizado
Revenue CAGR
+15.6%
FCF CAGR
—
FCF margin
-13.2%
FCF / Net income
-0.46x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $2.22B · net income $630.7M · FCF $-292.9M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $2.22B | $2.22B | $1.93B | $1.67B | $1.44B |
| Net Income | $630.7M | $630.7M | $405.5M | $633.1M | $463.1M |
| EBITDA | $1.70B | $1.70B | $1.19B | $1.24B | $1.01B |
| EPS | 52.40 | 52.40 | 31.61 | 59.83 | 44.17 |
| Gross Margin | 93.4% | 93.4% | 89.9% | 89.6% | 86.0% |
| Operating Margin | 45.9% | 45.9% | 33.0% | 50.0% | 46.2% |
| Net Margin | 28.4% | 28.4% | 21.1% | 38.0% | 32.2% |
| Balance Sheet | |||||
| Debt/Equity | 0.76 | 0.76 | 0.53 | 0.50 | 0.53 |
| Current Ratio | 1.73 | 1.73 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $-292.9M | $-292.9M | $-590.1M | $79.9M | $-337.5M |
| Returns | |||||
| ROE | 12.9% | 12.9% | 10.1% | 21.2% | 19.8% |
| Valuation | |||||
| P/E | 14.66 | 14.66 | 30.68 | 21.05 | 7.71 |
| EV/EBITDA | 7.53 | 7.53 | 12.02 | 11.88 | 4.74 |
| P/B | 1.89 | 1.89 | 3.11 | 4.47 | 1.52 |
| Growth & Yield | |||||
| Revenue Growth | 15.2% | 15.2% | 15.6% | 16.0% | — |
| EPS Growth | 65.8% | 65.8% | -47.2% | 35.5% | — |
| Dividend Yield | 0.2% | 0.2% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
9.1%
EPS terminal req.
$68.12
Spread vs growth
56.6%
5Y implied EPS CAGR
9.5%
EPS terminal req.
$82.43
Spread vs growth
56.3%
10Y implied EPS CAGR
9.7%
EPS terminal req.
$132.75
Spread vs growth
56.0%
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.
Total return
-5.1%
Start / end P/E
25.7x → 14.7x
EPS bridge
31.61 → 52.40
Residual
-28.2%
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.