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VALIANT.BO$1233.00-2.50%
Fair $1233.00+0.0%

VALIANT.BO

Valiant Communications Limited

Technology / Communication EquipmentBSE

$1233.00

-31.60 (-2.50%)

Fairly Valued+0.0%Fair Value $1233.00Fund rank 26/100 · Data gapFallback financials|
SA 62/B
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $3.4M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

62/100

B

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: 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 · VALIANT.BOLocal privado en este navegador · Valiant Communications 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

$14.4B

P/E

58.7x

↑

EV/EBITDA

39.6x

↑

ROE

25.1%

↑

Gross Margin

66.3%

↑

Debt/Equity

0.03

↓
52-Week Range$1233
$429$1304

TradingView lightweight chart

VALIANT.BO price, volumen y niveles de valoración

Último $1,233Periodo +2896.4%
Fair value: $1,233

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

+39.1%

FCF CAGR

—

FCF margin

30.6%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $848.7M · net income $241.8M · FCF $259.8M

2023-FY → 2026-FY

Gross margin

66.3%+18.0% pts

Operating margin

32.2%+25.2% pts

Net margin

28.5%+23.2% pts

FCF margin

30.6%+34.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$848.7M$848.7M$508.5M$463.3M$315.0M
Net Income$241.8M$241.8M$96.1M$62.1M$16.8M
EBITDA$352.0M$352.0M$155.9M$107.1M$44.1M
EPS——12.608.562.33
Gross Margin66.3%66.3%61.4%53.6%48.3%
Operating Margin32.2%32.2%21.9%17.3%7.0%
Net Margin28.5%28.5%18.9%13.4%5.3%
Balance Sheet
Debt/Equity0.030.030.030.040.06
Current Ratio7.397.39———
Cash Flow
Free Cash Flow$259.8M$259.8M$-27.1M$3.4M$-12.5M
Returns
ROE25.1%25.1%15.6%12.0%5.1%
Valuation
P/E58.7458.7426.0536.2945.54
EV/EBITDA39.6239.6223.9919.5216.60
P/B14.6214.626.104.342.33
Growth & Yield
Revenue Growth66.9%66.9%9.8%47.1%—
EPS Growth——47.2%267.4%—
Dividend Yield0.1%0.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +181.8%

Total return

+181.8%

Start / end P/E

n/dx → n/dx

EPS bridge

12.60 → n/d

Residual

+181.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+181.7%

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.