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TMMA.MX$10.01+0.00%
Fair $10.01+0.0%

TMMA.MX

Grupo TMM, S.A.B.

Industrials / Marine ShippingMexico

$10.01

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $10.01Fund rank 25/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-42.4M · quality 41.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

58/100

C

Piotroski

5/9

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 · TMMA.MXLocal privado en este navegador · Grupo TMM, S.A.B.
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

$1.7B

P/E

6.6x

↓

EV/EBITDA

4.5x

↓

ROE

13.0%

↑

Gross Margin

32.9%

↑

Debt/Equity

0.51

↑
52-Week Range$10
$5$15

TradingView lightweight chart

TMMA.MX price, volumen y niveles de valoración

Último $10.01Periodo -88.8%
Fair value: $10.01

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

+4.3%

FCF CAGR

—

FCF margin

-34.5%

FCF / Net income

-2.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.91B · net income $309.7M · FCF $-657.6M

2022-FY → 2025-FY

Gross margin

32.9%+9.0% pts

Operating margin

16.3%+10.2% pts

Net margin

16.2%+16.0% pts

FCF margin

-34.5%-45.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.91B$1.91B$1.75B$1.22B$1.68B
Net Income$309.7M$309.7M$108.5M$20.2M$3.5M
EBITDA$551.2M$551.2M$260.9M$183.6M$134.0M
EPS1.771.770.620.040.03
Gross Margin32.9%32.9%12.3%16.8%24.0%
Operating Margin16.3%16.3%9.0%1.0%6.2%
Net Margin16.2%16.2%6.2%1.7%0.2%
Balance Sheet
Debt/Equity0.510.510.340.190.29
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-657.6M$-657.6M$236.3M$-42.4M$187.6M
Returns
ROE13.0%13.0%5.2%1.0%0.2%
Valuation
P/E6.596.598.2358.0076.33
EV/EBITDA4.504.505.353.734.86
P/B0.730.730.430.210.13
Growth & Yield
Revenue Growth8.8%8.8%43.9%-27.6%—
EPS Growth186.1%186.1%1450.0%33.3%—

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

-20.6%

fácil

EPS terminal req.

$0.89

Spread vs growth

206.7%

5Y implied EPS CAGR

-9.5%

fácil

EPS terminal req.

$1.07

Spread vs growth

195.7%

10Y implied EPS CAGR

-0.2%

fácil

EPS terminal req.

$1.73

Spread vs growth

186.4%

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 +56.2%

Total return

+56.2%

Start / end P/E

10.3x → 5.6x

EPS bridge

0.62 → 1.77

Residual

-84.5%

EPS growth+186.1%
Multiple rerating-45.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-84.5%

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.