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UNISEM.BO$48.00-2.04%
Fair $48.00+0.0%

UNISEM.BO

UNISEM.BO

Consumer Defensive / Farm ProductsBSE

$48.00

-1.00 (-2.04%)

Fairly Valued+0.0%Fair Value $48.00Fund rank 25/100 · Data gapFallback financials|
SA 39/D
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 17%

FCF escenarios

weak_data · normalized FCF $10.6M · quality 33.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

39/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · UNISEM.BOLocal privado en este navegador · UNISEM.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

$544M

P/E

12.7x

↓

EV/EBITDA

8.8x

↓

ROE

44.5%

↑

Gross Margin

55.1%

↑

Debt/Equity

1.24

↑
52-Week Range$48
$48$68

TradingView lightweight chart

UNISEM.BO price, volumen y niveles de valoración

Último $48.00Periodo -22.3%
Fair value: $48.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+21.3%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $690.5M · net income $42.7M · FCF $-17.1M

2023-FY → 2025-FY

Gross margin

55.1%-0.2% pts

Operating margin

10.2%+4.7% pts

Net margin

6.2%+3.4% pts

FCF margin

-2.5%-4.7% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$690.5M$690.5M$610.6M$469.0M
Net Income$42.7M$42.7M$21.5M$13.2M
EBITDA$71.0M$71.0M$40.5M$26.9M
EPS3.773.771.901.17
Gross Margin55.1%55.1%55.8%55.4%
Operating Margin10.2%10.2%6.2%5.5%
Net Margin6.2%6.2%3.5%2.8%
Balance Sheet
Debt/Equity1.241.241.151.30
Current Ratio1.921.92——
Cash Flow
Free Cash Flow$-17.1M$-17.1M$17.5M$10.6M
Returns
ROE44.5%44.5%40.5%29.6%
Valuation
P/E12.7312.73——
EV/EBITDA8.778.77——
P/B5.675.67——
Growth & Yield
Revenue Growth13.1%13.1%30.2%—
EPS Growth98.5%98.5%62.9%—

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

4.1%

fácil

EPS terminal req.

$4.26

Spread vs growth

94.4%

5Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$5.15

Spread vs growth

92.1%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$8.30

Spread vs growth

90.3%

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 -22.3%

Total return

-22.3%

Start / end P/E

32.5x → 12.7x

EPS bridge

1.90 → 3.77

Residual

-59.9%

EPS growth+98.5%
Multiple rerating-60.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-59.9%

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.