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TFCO4.SA$15.18+2.36%
Fair $15.18+0.0%

TFCO4.SA

Track & Field Co S.A.

Consumer Cyclical / Apparel RetailSão Paulo

$15.18

+0.35 (+2.36%)

Fairly Valued+0.0%Fair Value $15.18Fund rank 31/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $49.7M · quality 64.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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 · TFCO4.SALocal privado en este navegador · Track & Field Co S.A.
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

$2.3B

P/E

16.1x

↓

EV/EBITDA

9.7x

↑

ROE

N/A

•

Gross Margin

57.5%

↑

Debt/Equity

N/A

•
52-Week Range$15
$14$18

TradingView lightweight chart

TFCO4.SA price, volumen y niveles de valoración

Último $15.18Periodo +64.1%
Fair value: $15.18

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.05B · net income $142.3M · FCF —

2021-FY → 2025-FY

Gross margin

57.5%— pts

Operating margin

21.1%— pts

Net margin

13.6%— pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$1.05B$1.05B$831.8M$683.7M$567.4M—
Net Income$142.3M$142.3M$117.8M$114.4M$96.5M—
EBITDA$237.4M$237.4M$193.9M$174.1M$147.6M—
EPS0.940.940.080.070.06—
Gross Margin57.5%57.5%56.6%57.7%57.6%—
Operating Margin21.1%21.1%19.8%21.8%22.1%—
Net Margin13.6%13.6%14.2%16.7%17.0%—
Balance Sheet
Debt/Equity——0.320.250.290.31
Current Ratio2.832.83————
Cash Flow
Free Cash Flow——$55.1M$44.2M$34.5M$4.7M
Returns
ROE——24.9%27.7%29.4%—
Valuation
P/E16.1516.15114.62190.22169.97—
EV/EBITDA9.709.707.6012.7811.33—
P/B——2.855.264.996.29
Growth & Yield
Revenue Growth25.8%25.8%21.7%20.5%——
EPS Growth1136.6%1136.6%3.1%19.5%——
Dividend Yield1.6%1.6%————

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

12.8%

razonable

EPS terminal req.

$1.35

Spread vs growth

1123.8%

5Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$1.63

Spread vs growth

1124.9%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$2.62

Spread vs growth

1125.7%

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 +8.6%

Total return

+8.6%

Start / end P/E

186.8x → 16.2x

EPS bridge

0.08 → 0.94

Residual

-1038.2%

EPS growth+1136.6%
Multiple rerating-91.3%
Dividend+1.6%
Residual / FX / buybacks / cross-term-1038.2%

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.