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SYSTEMATIC.BO$190.10-1.55%
Fair $190.10+0.0%

SYSTEMATIC.BO

SYSTEMATIC.BO

Basic Materials / SteelBSE

$190.10

-3.00 (-1.55%)

Fairly Valued+0.0%Fair Value $190.10Fund rank 25/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-78.5M · quality 47.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

52/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · SYSTEMATIC.BOLocal privado en este navegador · SYSTEMATIC.BO
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

$4.2B

P/E

17.7x

↑

EV/EBITDA

10.4x

↓

ROE

10.4%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.05

↓
52-Week Range$190
$125$249

TradingView lightweight chart

SYSTEMATIC.BO price, volumen y niveles de valoración

Último $190.10Periodo -3.2%
Fair value: $190.10

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

+20.0%

FCF CAGR

—

FCF margin

0.3%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.53B · net income $210.2M · FCF $14.8M

2023-FY → 2026-FY

Gross margin

18.0%+7.3% pts

Operating margin

8.9%+5.3% pts

Net margin

3.8%+1.8% pts

FCF margin

0.3%+7.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.53B$5.53B$4.47B$3.70B$3.20B
Net Income$210.2M$210.2M$180.6M$124.1M$63.1M
EBITDA$404.7M$404.7M$369.0M$264.0M$143.8M
EPS——8.095.562.83
Gross Margin18.0%18.0%19.9%13.3%10.6%
Operating Margin8.9%8.9%10.1%5.8%3.6%
Net Margin3.8%3.8%4.0%3.4%2.0%
Balance Sheet
Debt/Equity0.050.051.231.271.25
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$14.8M$14.8M$-103.8M$-78.5M$-241.4M
Returns
ROE10.4%10.4%22.3%19.9%12.7%
Valuation
P/E17.7017.70———
EV/EBITDA10.4210.42———
P/B2.112.11———
Growth & Yield
Revenue Growth23.7%23.7%20.7%15.6%—
EPS Growth——45.6%96.5%—

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 · available periodreconcilia total -3.2%

Total return

-3.2%

Start / end P/E

n/dx → n/dx

EPS bridge

8.09 → n/d

Residual

-3.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.2%

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.