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TALBROSENG.BO$699.85-3.35%
Fair $699.85+0.0%

TALBROSENG.BO

Talbros Engineering Limited

Consumer Cyclical / Auto PartsBSE

$699.85

-24.25 (-3.35%)

Fairly Valued+0.0%Fair Value $699.85Fund rank 22/100 · 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 16%

FCF escenarios

weak_data · normalized FCF $-70.2M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · TALBROSENG.BOLocal privado en este navegador · Talbros Engineering 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

$3.6B

P/E

14.3x

↓

EV/EBITDA

10.3x

↑

ROE

13.1%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.86

↑
52-Week Range$700
$539$766

TradingView lightweight chart

TALBROSENG.BO price, volumen y niveles de valoración

Último $699.85Periodo +2567.1%
Fair value: $699.85

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

+8.7%

FCF CAGR

—

FCF margin

1.7%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.30B · net income $201.7M · FCF $75.0M

2022-FY → 2025-FY

Gross margin

24.7%+0.5% pts

Operating margin

8.9%-2.0% pts

Net margin

4.7%-1.9% pts

FCF margin

1.7%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.30B$4.30B$3.93B$4.27B$3.35B
Net Income$201.7M$201.7M$178.3M$279.3M$221.0M
EBITDA$470.9M$470.9M$402.4M$523.3M$434.6M
EPS39.7339.7335.1355.0143.53
Gross Margin24.7%24.7%22.0%22.9%24.2%
Operating Margin8.9%8.9%8.4%10.4%10.9%
Net Margin4.7%4.7%4.5%6.5%6.6%
Balance Sheet
Debt/Equity0.860.860.830.851.06
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$75.0M$75.0M$-70.2M$-140.1M$-94.8M
Returns
ROE13.1%13.1%13.2%23.4%23.9%
Valuation
P/E14.2614.2617.649.188.64
EV/EBITDA10.3510.3510.616.836.65
P/B2.302.302.322.152.06
Growth & Yield
Revenue Growth9.5%9.5%-7.9%27.4%—
EPS Growth13.1%13.1%-36.1%26.4%—
Dividend Yield0.3%0.3%———

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

16.0%

exigente

EPS terminal req.

$62.10

Spread vs growth

-2.9%

5Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$75.14

Spread vs growth

-0.5%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$121.02

Spread vs growth

1.3%

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 +18.3%

Total return

+18.3%

Start / end P/E

16.9x → 17.6x

EPS bridge

35.13 → 39.73

Residual

+0.6%

EPS growth+13.1%
Multiple rerating+4.3%
Dividend+0.3%
Residual / FX / buybacks / cross-term+0.6%

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.