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TRANSPEK.BO$999.40+1.08%
Fair $999.40+0.0%

TRANSPEK.BO

Transpek Industry Limited

Basic Materials / ChemicalsBSE

$999.40

+10.65 (+1.08%)

Fairly Valued+0.0%Fair Value $999.40Fund rank 36/100 · Data gapFallback financials|
SA 37/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $581.6M · quality 75.7/100

Data gap 36/100
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

37/100

D

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · TRANSPEK.BOLocal privado en este navegador · Transpek Industry 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

$5.6B

P/E

12.2x

↓

EV/EBITDA

4.5x

↓

ROE

5.9%

↑

Gross Margin

53.2%

↑

Debt/Equity

0.04

↓
52-Week Range$999
$864$1818

TradingView lightweight chart

TRANSPEK.BO price, volumen y niveles de valoración

Último $999.40Periodo +4751.5%
Fair value: $999.40

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

-9.0%

FCF CAGR

-13.2%

FCF margin

6.5%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.21B · net income $456.5M · FCF $402.3M

2023-FY → 2026-FY

Gross margin

53.2%+7.4% pts

Operating margin

7.2%-8.6% pts

Net margin

7.3%-2.8% pts

FCF margin

6.5%-1.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$6.21B$6.21B$6.50B$5.80B$8.26B
Net Income$456.5M$456.5M$487.4M$385.6M$834.8M
EBITDA$1.18B$1.18B$1.23B$1.07B$1.61B
EPS——87.2569.03149.45
Gross Margin53.2%53.2%48.8%50.4%45.8%
Operating Margin7.2%7.2%6.9%7.7%15.9%
Net Margin7.3%7.3%7.5%6.7%10.1%
Balance Sheet
Debt/Equity0.040.040.130.180.25
Cash Flow
Free Cash Flow$402.3M$402.3M$1.14B$581.6M$615.2M
Returns
ROE5.9%5.9%6.5%5.7%14.2%
Valuation
P/E12.2412.2414.8726.7610.59
EV/EBITDA4.494.496.1810.676.35
P/B0.730.730.971.531.51
Growth & Yield
Revenue Growth-4.4%-4.4%12.1%-29.8%—
EPS Growth——26.4%-53.8%—
Dividend Yield2.0%2.0%———

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 · 1Y approxreconcilia total -34.8%

Total return

-34.8%

Start / end P/E

n/dx → n/dx

EPS bridge

87.25 → n/d

Residual

-36.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-36.8%

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.