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VANDU.BO$52.99+5.87%
Fair $52.99+0.0%

VANDU.BO

VANDU.BO

Consumer Defensive / Farm ProductsBSE

$52.99

+2.94 (+5.87%)

Fairly Valued+0.0%Fair Value $52.99Fund rank 24/100 · Data gapFallback financials|
SA 57/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $-146.5M · quality 49.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

57/100

C

Piotroski

3/9

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 · VANDU.BOLocal privado en este navegador · VANDU.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

$948M

P/E

7.2x

↓

EV/EBITDA

6.5x

↓

ROE

12.8%

↑

Gross Margin

23.5%

↓

Debt/Equity

0.33

↓
52-Week Range$53
$40$91

TradingView lightweight chart

VANDU.BO price, volumen y niveles de valoración

Último $52.99Periodo -25.7%
Fair value: $52.99

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

+155.0%

FCF CAGR

—

FCF margin

-36.0%

FCF / Net income

-3.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $873.1M · net income $81.6M · FCF $-314.6M

2022-FY → 2025-FY

Gross margin

23.5%+20.3% pts

Operating margin

17.2%+15.1% pts

Net margin

9.4%+7.9% pts

FCF margin

-36.0%+87.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$873.1M$873.1M$621.6M$364.3M$52.7M
Net Income$81.6M$81.6M$67.3M$36.3M$790000.00
EBITDA$147.3M$147.3M$106.5M$60.4M$1.1M
EPS5.755.753.762.030.04
Gross Margin23.5%23.5%22.8%21.5%3.2%
Operating Margin17.2%17.2%17.1%15.8%2.1%
Net Margin9.4%9.4%10.8%10.0%1.5%
Balance Sheet
Debt/Equity0.330.330.273.074.40
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$-314.6M$-314.6M$-146.5M$-90.5M$-65.3M
Returns
ROE12.8%12.8%19.7%72.7%5.8%
Valuation
P/E7.197.19———
EV/EBITDA6.526.52———
P/B1.181.18———
Growth & Yield
Revenue Growth40.5%40.5%70.6%591.9%—
EPS Growth53.0%53.0%85.1%4500.8%—

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

-6.5%

fácil

EPS terminal req.

$4.70

Spread vs growth

59.5%

5Y implied EPS CAGR

-0.2%

fácil

EPS terminal req.

$5.69

Spread vs growth

53.2%

10Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$9.16

Spread vs growth

48.2%

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 -20.5%

Total return

-20.5%

Start / end P/E

17.7x → 9.2x

EPS bridge

3.76 → 5.75

Residual

-25.5%

EPS growth+53.0%
Multiple rerating-48.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-25.5%

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.