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TIRSARJ.BO$8.61-3.83%
Fair $8.61+0.0%

TIRSARJ.BO

Tirupati Sarjan Limited

Real Estate / Real Estate - DevelopmentBSE

$8.61

-0.35 (-3.83%)

Fairly Valued+0.0%Fair Value $8.61Fund rank 35/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9
Margin Compression

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 17.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

56/100

C

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · TIRSARJ.BOLocal privado en este navegador · Tirupati Sarjan 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

$284M

P/E

5.9x

↓

EV/EBITDA

5.2x

↓

ROE

5.8%

↑

Gross Margin

7.7%

↓

Debt/Equity

0.53

↓
52-Week Range$9
$6$16

TradingView lightweight chart

TIRSARJ.BO price, volumen y niveles de valoración

Último $8.780Periodo +680.4%
Fair value: $8.610

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

+34.7%

FCF CAGR

+23.7%

FCF margin

7.2%

FCF / Net income

3.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.20B · net income $51.6M · FCF $158.8M

2022-FY → 2025-FY

Gross margin

7.7%-10.0% pts

Operating margin

5.0%-5.6% pts

Net margin

2.3%+0.5% pts

FCF margin

7.2%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.20B$2.20B$1.93B$1.56B$902.1M
Net Income$51.6M$51.6M$39.5M$30.2M$16.9M
EBITDA$137.8M$137.8M$133.7M$121.3M$123.3M
EPS1.561.561.200.920.51
Gross Margin7.7%7.7%8.5%9.5%17.7%
Operating Margin5.0%5.0%5.4%6.4%10.6%
Net Margin2.3%2.3%2.1%1.9%1.9%
Balance Sheet
Debt/Equity0.530.530.710.700.62
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$158.8M$158.8M$42.0M$30.7M$83.8M
Returns
ROE5.8%5.8%4.7%3.8%2.2%
Valuation
P/E5.865.8612.1010.7517.65
EV/EBITDA5.185.187.857.126.18
P/B0.320.320.570.410.39
Growth & Yield
Revenue Growth14.5%14.5%23.2%73.3%—
EPS Growth30.0%30.0%30.4%80.4%—

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

-21.2%

fácil

EPS terminal req.

$0.76

Spread vs growth

51.2%

5Y implied EPS CAGR

-9.9%

fácil

EPS terminal req.

$0.92

Spread vs growth

39.9%

10Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$1.49

Spread vs growth

30.5%

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 -40.1%

Total return

-40.1%

Start / end P/E

12.2x → 5.6x

EPS bridge

1.20 → 1.56

Residual

-16.2%

EPS growth+30.0%
Multiple rerating-53.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-16.2%

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.