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VARYAA.BO$30.55-12.69%
Fair $30.55+0.0%

VARYAA.BO

Varyaa Creations Limited

Consumer Cyclical / Luxury GoodsBSE

$30.55

-4.44 (-12.69%)

Fairly Valued+0.0%Fair Value $30.55Fund rank 20/100 · Data gapFallback financials|
SA 26/D
F-Score: 1/9
Margin CompressionLow Profitability

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 14%

FCF escenarios

weak_data · normalized FCF $-37.4M · quality 27.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

26/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.8%, below the 5% threshold
Thesis & Journal · VARYAA.BOLocal privado en este navegador · Varyaa Creations 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

$146M

P/E

38.7x

↑

EV/EBITDA

15.7x

↑

ROE

1.8%

↓

Gross Margin

6.7%

↓

Debt/Equity

N/A

•
52-Week Range$31
$24$64

TradingView lightweight chart

VARYAA.BO price, volumen y niveles de valoración

Último $30.55Periodo -88.7%
Fair value: $30.55

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

+133.2%

FCF CAGR

—

FCF margin

-62.2%

FCF / Net income

-46.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $313.4M · net income $4.2M · FCF $-195.1M

2022-FY → 2025-FY

Gross margin

6.7%-22.0% pts

Operating margin

2.9%-22.1% pts

Net margin

1.3%-22.1% pts

FCF margin

-62.2%-66.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$313.4M$313.4M$214.0M$52.3M$24.7M
Net Income$4.2M$4.2M$30.2M$7.9M$5.8M
EBITDA$9.2M$9.2M$36.1M$11.3M$6.8M
EPS0.880.888.751.651.21
Gross Margin6.7%6.7%19.6%19.7%28.7%
Operating Margin2.9%2.9%16.8%19.3%25.0%
Net Margin1.3%1.3%14.1%15.1%23.4%
Balance Sheet
Debt/Equity————-2.30
Current Ratio5.115.11———
Cash Flow
Free Cash Flow$-195.1M$-195.1M$-37.4M$38.1M$941000.00
Returns
ROE1.8%1.8%83.5%132.8%-297.4%
Valuation
P/E38.6738.67———
EV/EBITDA15.6615.66———
P/B0.620.62———
Growth & Yield
Revenue Growth46.5%46.5%309.4%111.5%—
EPS Growth-89.9%-89.9%431.0%36.3%—

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

45.5%

muy exigente

EPS terminal req.

$2.71

Spread vs growth

-135.4%

5Y implied EPS CAGR

30.1%

muy exigente

EPS terminal req.

$3.28

Spread vs growth

-120.0%

10Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$5.28

Spread vs growth

-109.6%

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 -47.5%

Total return

-47.5%

Start / end P/E

6.6x → 34.7x

EPS bridge

8.75 → 0.88

Residual

-379.7%

EPS growth-89.9%
Multiple rerating+422.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-379.7%

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.