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SWANCORP.BO$314.00-1.51%
Fair $314.00+0.0%

SWANCORP.BO

Swan Corp Limited

Industrials / ConglomeratesBSE

$314.00

-4.80 (-1.51%)

Fairly Valued+0.0%Fair Value $314.00Fund rank 24/100 · Data gapFallback financials|
SA 37/D
F-Score: 2/9
Declining RevenueLow 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 $-4.2B · quality 43.7/100

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

37/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years ROE is 3.6%, below the 5% threshold
Thesis & Journal · SWANCORP.BOLocal privado en este navegador · Swan Corp 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

$98.4B

P/E

36.3x

↑

EV/EBITDA

19.8x

↑

ROE

3.6%

↓

Gross Margin

1.9%

↓

Debt/Equity

0.28

↓
52-Week Range$314
$295$527

TradingView lightweight chart

SWANCORP.BO price, volumen y niveles de valoración

Último $314.00Periodo +30534.1%
Fair value: $314.00

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

+46.0%

FCF CAGR

—

FCF margin

-5.1%

FCF / Net income

-0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.71B · net income $2.74B · FCF $-2.24B

2023-FY → 2026-FY

Gross margin

1.9%-22.0% pts

Operating margin

-7.5%-15.8% pts

Net margin

6.3%+8.8% pts

FCF margin

-5.1%+220.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$43.71B$43.71B$49.38B$49.82B$14.04B
Net Income$2.74B$2.74B$7.55B$3.01B$-359.0M
EBITDA$5.70B$5.70B$18.03B$9.46B$2.37B
EPS——27.9011.23-2.52
Gross Margin1.9%1.9%15.2%20.3%24.0%
Operating Margin-7.5%-7.5%-5.8%14.4%8.3%
Net Margin6.3%6.3%15.3%6.0%-2.6%
Balance Sheet
Debt/Equity0.280.280.400.562.21
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$-2.24B$-2.24B$-21.08B$-4.22B$-31.68B
Returns
ROE3.6%3.6%10.3%4.8%-1.6%
Valuation
P/E36.3436.3414.9960.10—
EV/EBITDA19.7919.797.8521.5345.28
P/B1.311.311.542.882.55
Growth & Yield
Revenue Growth-11.5%-11.5%-0.9%254.8%—
EPS Growth——148.5%545.5%—
Dividend Yield0.1%0.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -28.7%

Total return

-28.7%

Start / end P/E

n/dx → n/dx

EPS bridge

27.90 → n/d

Residual

-28.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term-28.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.