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TCPLPACK.BO$2601.95+1.65%
Fair $2601.95+0.0%

TCPLPACK.BO

TCPL Packaging Limited

Consumer Cyclical / Packaging & ContainersBSE

$2601.95

+42.35 (+1.65%)

Fairly Valued+0.0%Fair Value $2601.95Fund rank 26/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $880.6M · quality 39.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

31/100

D

Piotroski

4/9

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 · TCPLPACK.BOLocal privado en este navegador · TCPL Packaging 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

$23.6B

P/E

20.7x

↑

EV/EBITDA

9.8x

↑

ROE

13.6%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.88

↑
52-Week Range$2602
$2205$4450

TradingView lightweight chart

TCPLPACK.BO price, volumen y niveles de valoración

Último $2,602Periodo +10948.6%
Fair value: $2,602

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

+7.9%

FCF CAGR

+143.5%

FCF margin

7.5%

FCF / Net income

1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.10B · net income $978.0M · FCF $1.36B

2023-FY → 2026-FY

Gross margin

42.5%+14.6% pts

Operating margin

11.6%-0.5% pts

Net margin

5.4%-2.3% pts

FCF margin

7.5%+6.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$18.10B$18.10B$17.70B$15.13B$14.42B
Net Income$978.0M$978.0M$1.43B$993.9M$1.11B
EBITDA$3.04B$3.04B$3.07B$2.59B$2.59B
EPS107.47107.47157.16109.22122.05
Gross Margin42.5%42.5%43.1%29.9%27.8%
Operating Margin11.6%11.6%12.3%11.9%12.0%
Net Margin5.4%5.4%8.1%6.6%7.7%
Balance Sheet
Debt/Equity0.880.881.010.961.13
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$1.36B$1.36B$-264.5M$880.6M$94.0M
Returns
ROE13.6%13.6%22.2%19.0%25.1%
Valuation
P/E20.7520.7526.4720.4511.73
EV/EBITDA9.859.8514.419.796.95
P/B3.293.295.883.892.95
Growth & Yield
Revenue Growth2.3%2.3%17.0%4.9%—
EPS Growth-31.6%-31.6%43.9%-10.5%—
Dividend Yield1.0%1.0%———

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

29.0%

muy exigente

EPS terminal req.

$230.88

Spread vs growth

-60.7%

5Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$279.36

Spread vs growth

-52.7%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$449.92

Spread vs growth

-47.0%

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.

Return attribution · 1Y approxreconcilia total -34.5%

Total return

-34.5%

Start / end P/E

25.7x → 24.2x

EPS bridge

157.16 → 107.47

Residual

+1.8%

EPS growth-31.6%
Multiple rerating-5.7%
Dividend+1.0%
Residual / FX / buybacks / cross-term+1.8%

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.