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THACKER.BO$1438.75+15.10%
Fair $1438.75+0.0%

THACKER.BO

Thacker and Company Limited

Financial Services / Asset ManagementBSE

$1438.75

+188.75 (+15.10%)

Fairly Valued+0.0%Fair Value $1438.75Fund rank 27/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

53/100

C

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · THACKER.BOLocal privado en este navegador · Thacker and Company 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

$1.6B

P/E

8.2x

↓

EV/EBITDA

27.8x

↑

ROE

12.7%

↑

Gross Margin

72.4%

↑

Debt/Equity

0.00

↓
52-Week Range$1439
$700$2084

TradingView lightweight chart

THACKER.BO price, volumen y niveles de valoración

Último $1,439Periodo +18055.7%
Fair value: $1,439

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

-15.3%

FCF CAGR

—

FCF margin

-53.9%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.4M · net income $209.3M · FCF $-21.7M

2022-FY → 2025-FY

Gross margin

72.4%+7.1% pts

Operating margin

107.3%+81.7% pts

Net margin

518.6%+377.3% pts

FCF margin

-53.9%-30.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.4M$40.4M$30.7M$37.7M$66.3M
Net Income$209.3M$209.3M$180.8M$125.1M$93.7M
EBITDA$56.4M$56.4M$46.8M$52.0M$53.0M
EPS190.00190.00170.00114.9890.00
Gross Margin72.4%72.4%96.3%82.6%65.3%
Operating Margin107.3%107.3%34.8%41.0%25.6%
Net Margin518.6%518.6%588.4%331.8%141.3%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Cash Flow
Free Cash Flow$-21.7M$-21.7M$-34.2M$-45.4M$-15.4M
Returns
ROE12.7%12.7%13.2%11.0%9.3%
Valuation
P/E8.168.163.882.973.66
EV/EBITDA27.7827.7815.387.066755.59
P/B0.950.950.520.33354.88
Growth & Yield
Revenue Growth31.3%31.3%-18.5%-43.1%—
EPS Growth11.8%11.8%47.9%27.8%—

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

-12.4%

fácil

EPS terminal req.

$127.67

Spread vs growth

24.2%

5Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$154.47

Spread vs growth

15.8%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$248.78

Spread vs growth

9.0%

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 +1.5%

Total return

+1.5%

Start / end P/E

8.3x → 7.6x

EPS bridge

170.00 → 190.00

Residual

-1.1%

EPS growth+11.8%
Multiple rerating-9.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.1%

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.