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THEMISMED.NS$108.12-3.84%
Fair $108.12+0.0%

THEMISMED.NS

Themis Medicare Limited

Healthcare / Drug Manufacturers - Specialty & GenericNSE

$108.12

-4.21 (-3.84%)

Fairly Valued+0.0%Fair Value $108.12Fund rank 27/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9
Margin Compression

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 $36.8M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · THEMISMED.NSLocal privado en este navegador · Themis Medicare 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

$10.0B

P/E

901.0x

↑

EV/EBITDA

18.5x

↑

ROE

7.4%

↑

Gross Margin

66.5%

↑

Debt/Equity

0.21

↓
52-Week Range$108
$65$155

TradingView lightweight chart

THEMISMED.NS price, volumen y niveles de valoración

Último $105.35Periodo +721.1%
Fair value: $108.12

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

+0.7%

FCF CAGR

+11.9%

FCF margin

4.8%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.00B · net income $298.3M · FCF $192.8M

2022-FY → 2025-FY

Gross margin

66.5%+5.3% pts

Operating margin

9.8%-12.2% pts

Net margin

7.5%-11.2% pts

FCF margin

4.8%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.00B$4.00B$3.77B$3.44B$3.91B
Net Income$298.3M$298.3M$435.2M$569.0M$728.8M
EBITDA$581.0M$581.0M$733.2M$910.0M$1.11B
EPS3.243.244.726.177.91
Gross Margin66.5%66.5%62.9%64.9%61.2%
Operating Margin9.8%9.8%10.4%16.5%22.0%
Net Margin7.5%7.5%11.6%16.5%18.6%
Balance Sheet
Debt/Equity0.210.210.250.270.28
Cash Flow
Free Cash Flow$192.8M$192.8M$36.8M$-126.6M$137.7M
Returns
ROE7.4%7.4%11.5%16.8%25.4%
Valuation
P/E901.00901.0048.9220.7411.91
EV/EBITDA18.4818.4830.2113.848.34
P/B2.482.485.643.473.02
Growth & Yield
Revenue Growth6.2%6.2%9.3%-12.0%—
EPS Growth-31.4%-31.4%-23.5%-22.0%—
Dividend Yield0.4%0.4%———

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

43.6%

muy exigente

EPS terminal req.

$9.59

Spread vs growth

-75.0%

5Y implied EPS CAGR

29.1%

muy exigente

EPS terminal req.

$11.61

Spread vs growth

-60.4%

10Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$18.70

Spread vs growth

-50.5%

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 -26.0%

Total return

-26.0%

Start / end P/E

30.4x → 32.5x

EPS bridge

4.72 → 3.24

Residual

-2.2%

EPS growth-31.4%
Multiple rerating+7.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-2.2%

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.