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VALO.BA$676.00+3.05%
Fair $676.00+0.0%

VALO.BA

Banco de Valores S.A.

Financial Services / Banks - DiversifiedBuenos Aires

$676.00

+20.00 (+3.05%)

Fairly Valued+0.0%Fair Value $676.00Fund rank 31/100 · Data gapFallback financials|
SA 65/B
F-Score: 4/9
Declining Revenue

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 49.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

65/100

B

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · VALO.BALocal privado en este navegador · Banco de Valores 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

$775.1B

P/E

14.4x

↑

EV/EBITDA

4.2x

↓

ROE

15.4%

↑

Gross Margin

40.2%

↓

Debt/Equity

0.32

↓
52-Week Range$676
$231$750

TradingView lightweight chart

VALO.BA price, volumen y niveles de valoración

Último $676.00Periodo +98997.4%
Fair value: $676.00

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

+22.1%

FCF CAGR

—

FCF margin

-43.9%

FCF / Net income

-3.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $382.71B · net income $56.02B · FCF $-168.00B

2022-FY → 2025-FY

Gross margin

40.2%+11.4% pts

Operating margin

29.1%+10.3% pts

Net margin

14.6%+12.3% pts

FCF margin

-43.9%-98.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$382.71B$382.71B$656.62B$880.58B$210.46B
Net Income$56.02B$56.02B$27.86B$18.14B$5.01B
EBITDA$84.74B$84.74B$40.16B$37.76B$10.08B
EPS52.1952.1930.3821.516.03
Gross Margin40.2%40.2%34.1%27.9%28.8%
Operating Margin29.1%29.1%24.2%18.1%18.9%
Net Margin14.6%14.6%4.2%2.1%2.4%
Balance Sheet
Debt/Equity0.320.320.000.000.00
Cash Flow
Free Cash Flow$-168.00B$-168.00B$325.65B$583.98B$115.60B
Returns
ROE15.4%15.4%11.5%13.1%8.1%
Valuation
P/E14.3514.3514.8310.4811.49
EV/EBITDA4.224.22-6.68-13.45-11.61
P/B1.991.991.711.380.93
Growth & Yield
Revenue Growth-41.7%-41.7%-25.4%318.4%—
EPS Growth71.8%71.8%41.2%256.6%—
Dividend Yield1.0%1.0%———

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

4.7%

fácil

EPS terminal req.

$59.98

Spread vs growth

67.0%

5Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$72.58

Spread vs growth

65.0%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$116.89

Spread vs growth

63.4%

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 +98.6%

Total return

+98.6%

Start / end P/E

11.3x → 13.0x

EPS bridge

30.38 → 52.19

Residual

+10.8%

EPS growth+71.8%
Multiple rerating+15.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term+10.8%

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.