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VELJAN.BO$1075.85+1.85%
Fair $1075.85+0.0%

VELJAN.BO

Veljan Denison Limited

Industrials / Specialty Industrial MachineryBSE

$1075.85

+19.50 (+1.85%)

Fairly Valued+0.0%Fair Value $1075.85Fund rank 35/100 · Data gapFallback financials|
SA 58/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $49.9M · quality 75.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

58/100

C

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: 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 · VELJAN.BOLocal privado en este navegador · Veljan Denison 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

$4.8B

P/E

19.3x

↑

EV/EBITDA

12.3x

↑

ROE

10.5%

↑

Gross Margin

57.0%

↑

Debt/Equity

0.04

↓
52-Week Range$1076
$752$1452

TradingView lightweight chart

VELJAN.BO price, volumen y niveles de valoración

Último $1,076Periodo +4473.2%
Fair value: $1,076

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

+16.8%

FCF CAGR

+29.9%

FCF margin

5.7%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.55B · net income $237.2M · FCF $89.1M

2022-FY → 2025-FY

Gross margin

57.0%-0.9% pts

Operating margin

20.3%-2.5% pts

Net margin

15.3%-2.0% pts

FCF margin

5.7%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.55B$1.55B$1.37B$1.20B$975.8M
Net Income$237.2M$237.2M$220.7M$160.2M$168.8M
EBITDA$393.6M$393.6M$360.1M$275.3M$279.8M
EPS52.7152.7149.0535.6137.50
Gross Margin57.0%57.0%57.5%54.9%57.9%
Operating Margin20.3%20.3%20.8%17.3%22.8%
Net Margin15.3%15.3%16.1%13.3%17.3%
Balance Sheet
Debt/Equity0.040.040.030.050.04
Current Ratio7.607.60———
Cash Flow
Free Cash Flow$89.1M$89.1M$49.9M$46.0M$40.7M
Returns
ROE10.5%10.5%10.8%8.7%9.8%
Valuation
P/E19.3319.3376.0435.7830.76
EV/EBITDA12.2812.2846.7421.0718.77
P/B2.142.148.193.103.03
Growth & Yield
Revenue Growth13.1%13.1%14.3%23.2%—
EPS Growth7.5%7.5%37.7%-5.1%—
Dividend Yield0.8%0.8%———

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

21.9%

exigente

EPS terminal req.

$95.46

Spread vs growth

-14.4%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$115.51

Spread vs growth

-9.5%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$186.03

Spread vs growth

-6.0%

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 -1.6%

Total return

-1.6%

Start / end P/E

22.5x → 20.4x

EPS bridge

49.05 → 52.71

Residual

-0.7%

EPS growth+7.5%
Multiple rerating-9.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term-0.7%

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.