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UGARSUGAR.BO$40.73-0.34%
Fair $40.73+0.0%

UGARSUGAR.BO

The Ugar Sugar Works Limited

Consumer Defensive / ConfectionersBSE

$40.73

-0.14 (-0.34%)

Fairly Valued+0.0%Fair Value $40.73Fund rank 24/100 · Data gapFallback financials|
SA 24/D
F-Score: 7/9
High Debt

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-561.4M · quality 31.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

24/100

D

Piotroski

7/9

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. Debt-to-Equity ratio is 2.86, above the 2.0 threshold
Thesis & Journal · UGARSUGAR.BOLocal privado en este navegador · The Ugar Sugar Works 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

$4.6B

P/E

33.7x

↑

EV/EBITDA

10.1x

↑

ROE

5.8%

↓

Gross Margin

15.0%

↓

Debt/Equity

2.86

↑
52-Week Range$41
$33$52

TradingView lightweight chart

UGARSUGAR.BO price, volumen y niveles de valoración

Último $41.41Periodo +566.3%
Fair value: $40.73

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

-6.1%

FCF CAGR

-61.1%

FCF margin

1.3%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.84B · net income $136.1M · FCF $197.8M

2023-FY → 2026-FY

Gross margin

15.0%-4.9% pts

Operating margin

4.7%-6.1% pts

Net margin

0.9%-4.8% pts

FCF margin

1.3%-17.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$14.84B$14.84B$13.30B$11.51B$17.94B
Net Income$136.1M$136.1M$-162.5M$211.4M$1.03B
EBITDA$1.11B$1.11B$538.2M$999.2M$2.11B
EPS1.211.21-1.441.889.16
Gross Margin15.0%15.0%12.2%17.8%20.0%
Operating Margin4.7%4.7%1.0%6.2%10.9%
Net Margin0.9%0.9%-1.2%1.8%5.7%
Balance Sheet
Debt/Equity2.862.863.112.411.81
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$197.8M$197.8M$-561.4M$-1.40B$3.35B
Returns
ROE5.8%5.8%-7.5%9.0%46.7%
Valuation
P/E33.6633.66—42.4910.74
EV/EBITDA10.1210.1221.6014.647.13
P/B1.961.962.283.825.01
Growth & Yield
Revenue Growth11.6%11.6%15.6%-35.9%—
EPS Growth184.0%184.0%-176.6%-79.5%—

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

44.0%

muy exigente

EPS terminal req.

$3.61

Spread vs growth

140.0%

5Y implied EPS CAGR

29.3%

muy exigente

EPS terminal req.

$4.37

Spread vs growth

154.7%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$7.04

Spread vs growth

164.8%

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 -16.0%

Total return

-16.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.44 → 1.21

Residual

-16.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-16.0%

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.