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TRR.WA$0.70+0.00%
Fair $0.70+0.0%

TRR.WA

Termo-Rex S.A.

Basic Materials / Building MaterialsWarsaw

$0.70

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.70Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $-509000.00 · quality 47.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

43/100

C

Piotroski

3/9

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 · TRR.WALocal privado en este navegador · Termo-Rex S.A.
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

$79M

P/E

35.0x

↑

EV/EBITDA

20.6x

↑

ROE

9.4%

↑

Gross Margin

26.4%

↑

Debt/Equity

0.02

↓
52-Week Range$1
$1$1

TradingView lightweight chart

TRR.WA price, volumen y niveles de valoración

Último $0.700Periodo -16.7%
Fair value: $0.700

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

+32.5%

FCF CAGR

—

FCF margin

1.8%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.3M · net income $2.8M · FCF $350000.0

2022-FY → 2025-FY

Gross margin

26.4%+26.1% pts

Operating margin

5.8%+58.0% pts

Net margin

14.5%+28.1% pts

FCF margin

1.8%+7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.3M$19.3M$19.5M$8.7M$8.3M
Net Income$2.8M$2.8M$10.0M$1.4M$-1.1M
EBITDA$3.8M$3.8M$12.7M$2.3M$-755000.00
EPS0.020.020.080.01-0.01
Gross Margin26.4%26.4%29.4%27.2%0.3%
Operating Margin5.8%5.8%5.2%-2.0%-52.2%
Net Margin14.5%14.5%51.1%16.4%-13.6%
Balance Sheet
Debt/Equity0.020.020.020.070.11
Cash Flow
Free Cash Flow$350000.00$350000.00$-3.3M$-509000.00$-458000.00
Returns
ROE9.4%9.4%31.7%6.6%-5.6%
Valuation
P/E35.0035.008.8775.00—
EV/EBITDA20.6420.646.0237.82—
P/B2.682.682.573.943.54
Growth & Yield
Revenue Growth-0.9%-0.9%124.8%4.5%—
EPS Growth-69.2%-69.2%700.0%200.0%—
Dividend Yield5.7%5.7%———

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

36.1%

muy exigente

EPS terminal req.

$0.06

Spread vs growth

-105.3%

5Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$0.08

Spread vs growth

-94.2%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$0.12

Spread vs growth

-86.4%

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 +6.4%

Total return

+6.4%

Start / end P/E

8.7x → 28.4x

EPS bridge

0.08 → 0.02

Residual

-157.1%

EPS growth-69.2%
Multiple rerating+227.0%
Dividend+5.7%
Residual / FX / buybacks / cross-term-157.1%

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.