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THAKDEV.BO$141.75+1.54%
Fair $141.75+0.0%

THAKDEV.BO

Thakkers Developers Limited

Real Estate / Real Estate - DevelopmentBSE

$141.75

+2.15 (+1.54%)

Fairly Valued+0.0%Fair Value $141.75Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9
Low Profitability

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 31.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

49/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 4.3%, below the 5% threshold
Thesis & Journal · THAKDEV.BOLocal privado en este navegador · Thakkers Developers 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

$1.3B

P/E

11.4x

↓

EV/EBITDA

13.0x

↓

ROE

4.3%

↓

Gross Margin

53.0%

↑

Debt/Equity

0.13

↓
52-Week Range$142
$83$214

TradingView lightweight chart

THAKDEV.BO price, volumen y niveles de valoración

Último $141.75Periodo -28.4%
Fair value: $141.75

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

+1.8%

FCF CAGR

—

FCF margin

-49.9%

FCF / Net income

-2.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $315.9M · net income $64.8M · FCF $-157.8M

2022-FY → 2025-FY

Gross margin

53.0%+1.9% pts

Operating margin

13.7%-97.2% pts

Net margin

20.5%-93.0% pts

FCF margin

-49.9%-28.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$315.9M$315.9M$308.1M$460.1M$299.1M
Net Income$64.8M$64.8M$-9.5M$161.5M$339.5M
EBITDA$112.3M$112.3M$19.2M$216.9M$365.6M
EPS7.207.20-1.0517.9437.72
Gross Margin53.0%53.0%39.9%43.8%51.1%
Operating Margin13.7%13.7%-4.5%41.1%110.8%
Net Margin20.5%20.5%-3.1%35.1%113.5%
Balance Sheet
Debt/Equity0.130.130.220.150.12
Current Ratio22.4822.48———
Cash Flow
Free Cash Flow$-157.8M$-157.8M$134.3M$-125.8M$-63.2M
Returns
ROE4.3%4.3%-0.7%11.1%26.3%
Valuation
P/E11.4411.44———
EV/EBITDA12.9812.98———
P/B0.840.84———
Growth & Yield
Revenue Growth2.5%2.5%-33.0%53.9%—
EPS Growth785.7%785.7%-105.9%-52.4%—

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

20.4%

exigente

EPS terminal req.

$12.58

Spread vs growth

765.3%

5Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$15.22

Spread vs growth

769.6%

10Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$24.51

Spread vs growth

772.7%

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 -20.7%

Total return

-20.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.05 → 7.20

Residual

-20.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.7%

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.