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TRUECOLORS.BO$138.40-4.75%
Fair $138.40+0.0%

TRUECOLORS.BO

TRUECOLORS.BO

Industrials / Specialty Business ServicesBSE

$138.40

-6.90 (-4.75%)

Fairly Valued+0.0%Fair Value $138.40Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-296.7M · quality 60.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

54/100

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: 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 · TRUECOLORS.BOLocal privado en este navegador · TRUECOLORS.BO
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

$3.4B

P/E

10.2x

↓

EV/EBITDA

7.4x

↓

ROE

16.6%

↑

Gross Margin

30.9%

↑

Debt/Equity

0.25

↓
52-Week Range$138
$125$272

TradingView lightweight chart

TRUECOLORS.BO price, volumen y niveles de valoración

Último $138.40Periodo -24.4%
Fair value: $138.40

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

+55.2%

FCF CAGR

—

FCF margin

-24.3%

FCF / Net income

-2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.02B · net income $311.6M · FCF $-733.7M

2023-FY → 2026-FY

Gross margin

30.9%+7.8% pts

Operating margin

13.9%+7.0% pts

Net margin

10.3%+5.5% pts

FCF margin

-24.3%+2.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$3.02B$3.02B$2.33B$1.60B$806.6M
Net Income$311.6M$311.6M$242.3M$82.5M$39.2M
EBITDA$471.0M$471.0M$405.6M$145.0M$56.7M
EPS14.2814.2812.783.341.59
Gross Margin30.9%30.9%30.3%20.1%23.2%
Operating Margin13.9%13.9%15.8%8.0%6.9%
Net Margin10.3%10.3%10.4%5.2%4.9%
Balance Sheet
Debt/Equity0.250.250.863.873.15
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$-733.7M$-733.7M$-26.2M$-296.7M$-217.9M
Returns
ROE16.6%16.6%43.7%56.4%61.5%
Valuation
P/E10.1810.18———
EV/EBITDA7.367.36———
P/B1.611.61———
Growth & Yield
Revenue Growth29.2%29.2%45.8%98.5%—
EPS Growth11.7%11.7%282.1%110.5%—

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

-4.9%

fácil

EPS terminal req.

$12.28

Spread vs growth

16.6%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$14.86

Spread vs growth

10.9%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$23.93

Spread vs growth

6.4%

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 · available periodreconcilia total -24.4%

Total return

-24.4%

Start / end P/E

14.3x → 9.7x

EPS bridge

12.78 → 14.28

Residual

-3.8%

EPS growth+11.7%
Multiple rerating-32.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.8%

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.