StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
TRAXIONA.MX$10.41+0.10%
Fair $10.41+0.0%

TRAXIONA.MX

Grupo Traxión, S.A.B. de C.V.

Industrials / RailroadsMexico

$10.41

+0.01 (+0.10%)

Fairly Valued+0.0%Fair Value $10.41Fund rank 25/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9
Low Profitability

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 $736.9M · quality 39.7/100

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

48/100

C

Piotroski

4/9

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. ROE is 3.7%, below the 5% threshold
Thesis & Journal · TRAXIONA.MXLocal privado en este navegador · Grupo Traxión, S.A.B. de C.V.
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

$5.8B

P/E

15.1x

↓

EV/EBITDA

3.8x

↓

ROE

3.7%

↓

Gross Margin

19.2%

↓

Debt/Equity

1.11

↑
52-Week Range$10
$10$20

TradingView lightweight chart

TRAXIONA.MX price, volumen y niveles de valoración

Último $10.50Periodo -34.0%
Fair value: $10.41

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

+18.5%

FCF CAGR

—

FCF margin

9.5%

FCF / Net income

5.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.81B · net income $535.4M · FCF $3.20B

2022-FY → 2025-FY

Gross margin

19.2%-1.7% pts

Operating margin

7.5%-0.3% pts

Net margin

1.6%-0.9% pts

FCF margin

9.5%+9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.81B$33.81B$29.14B$24.81B$20.33B
Net Income$535.4M$535.4M$669.1M$638.7M$506.1M
EBITDA$5.36B$5.36B$5.14B$4.56B$3.56B
EPS0.950.951.181.130.96
Gross Margin19.2%19.2%22.4%23.4%21.0%
Operating Margin7.5%7.5%9.5%9.3%7.7%
Net Margin1.6%1.6%2.3%2.6%2.5%
Balance Sheet
Debt/Equity1.111.110.960.820.97
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$3.20B$3.20B$736.9M$-183.0M$-14.1M
Returns
ROE3.7%3.7%4.7%4.6%4.5%
Valuation
P/E15.0915.0915.4228.0232.57
EV/EBITDA3.783.784.376.137.44
P/B0.400.400.731.291.48
Growth & Yield
Revenue Growth16.0%16.0%17.5%22.0%—
EPS Growth-19.1%-19.1%4.4%18.3%—

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

-1.1%

fácil

EPS terminal req.

$0.92

Spread vs growth

-18.0%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$1.12

Spread vs growth

-22.3%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$1.80

Spread vs growth

-25.7%

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 -46.4%

Total return

-46.4%

Start / end P/E

16.6x → 11.0x

EPS bridge

1.18 → 0.95

Residual

+6.5%

EPS growth-19.1%
Multiple rerating-33.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.5%

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.