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THELEELA.BO$402.85-1.46%
Fair $402.85+0.0%

THELEELA.BO

Leela Palaces Hotels & Resorts Limited

Consumer Cyclical / LodgingBSE

$402.85

-5.95 (-1.46%)

Fairly Valued+0.0%Fair Value $402.85Fund rank 33/100 · Data gapFallback financials|
SA 38/D
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 69.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

38/100

D

Piotroski

7/9

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 · THELEELA.BOLocal privado en este navegador · Leela Palaces Hotels & Resorts 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

$134.5B

P/E

32.4x

↑

EV/EBITDA

18.9x

↑

ROE

6.3%

↑

Gross Margin

73.1%

↑

Debt/Equity

0.28

↓
52-Week Range$403
$381$475

TradingView lightweight chart

THELEELA.BO price, volumen y niveles de valoración

Último $402.85Periodo -7.5%
Fair value: $402.85

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

+21.1%

FCF CAGR

+3.9%

FCF margin

17.1%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.27B · net income $4.03B · FCF $2.61B

2023-FY → 2026-FY

Gross margin

73.1%+2.6% pts

Operating margin

41.3%+10.2% pts

Net margin

26.4%+33.6% pts

FCF margin

17.1%-9.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$15.27B$15.27B$13.01B$11.71B$8.60B
Net Income$4.03B$4.03B$478.3M$-21.3M$-616.8M
EBITDA$8.04B$8.04B$7.00B$6.00B$4.23B
EPS——1.43-0.06-1.85
Gross Margin73.1%73.1%71.7%71.0%70.5%
Operating Margin41.3%41.3%34.9%35.1%31.1%
Net Margin26.4%26.4%3.7%-0.2%-7.2%
Balance Sheet
Debt/Equity0.280.281.16-1.58-1.55
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$2.61B$2.61B$3.45B$4.18B$2.32B
Returns
ROE6.3%6.3%1.3%0.1%2.5%
Valuation
P/E32.4132.41———
EV/EBITDA18.8618.86———
P/B2.102.10———
Growth & Yield
Revenue Growth17.4%17.4%11.0%36.2%—
EPS Growth——2348.6%96.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 · available periodreconcilia total -7.5%

Total return

-7.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.43 → n/d

Residual

-7.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.5%

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.