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VENUSPIPES.BO$1413.40+2.83%
Fair $1413.40+0.0%

VENUSPIPES.BO

Venus Pipes and Tubes Limited

Basic Materials / SteelBSE

$1413.40

+38.95 (+2.83%)

Fairly Valued+0.0%Fair Value $1413.40Fund rank 25/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 $-552.1M · quality 47.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

51/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · VENUSPIPES.BOLocal privado en este navegador · Venus Pipes and Tubes 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

$29.3B

P/E

28.6x

↑

EV/EBITDA

15.8x

↑

ROE

15.3%

↑

Gross Margin

34.0%

↑

Debt/Equity

0.43

↑
52-Week Range$1413
$888$1683

TradingView lightweight chart

VENUSPIPES.BO price, volumen y niveles de valoración

Último $1,413Periodo +301.8%
Fair value: $1,413

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

+28.8%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.67B · net income $1.02B · FCF $-762.5M

2023-FY → 2026-FY

Gross margin

34.0%+15.3% pts

Operating margin

14.3%+2.0% pts

Net margin

8.7%+0.6% pts

FCF margin

-6.5%+21.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$11.67B$11.67B$9.59B$7.85B$5.46B
Net Income$1.02B$1.02B$928.9M$859.8M$442.1M
EBITDA$2.02B$2.02B$1.78B$1.48B$698.7M
EPS49.4349.4345.4542.3622.60
Gross Margin34.0%34.0%33.3%26.7%18.6%
Operating Margin14.3%14.3%15.6%17.1%12.3%
Net Margin8.7%8.7%9.7%11.0%8.1%
Balance Sheet
Debt/Equity0.430.430.360.370.28
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-762.5M$-762.5M$-397.3M$-552.1M$-1.53B
Returns
ROE15.3%15.3%17.5%21.2%13.7%
Valuation
P/E28.5728.5726.9547.7234.48
EV/EBITDA15.8415.8415.1028.7422.95
P/B4.364.364.7110.104.73
Growth & Yield
Revenue Growth21.7%21.7%22.1%43.6%—
EPS Growth8.8%8.8%7.3%87.4%—
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%

3Y implied EPS CAGR

36.4%

muy exigente

EPS terminal req.

$125.42

Spread vs growth

-27.6%

5Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$151.75

Spread vs growth

-16.4%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$244.40

Spread vs growth

-8.6%

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 -6.4%

Total return

-6.4%

Start / end P/E

33.3x → 28.6x

EPS bridge

45.45 → 49.43

Residual

-1.2%

EPS growth+8.8%
Multiple rerating-14.0%
Dividend+0.1%
Residual / FX / buybacks / cross-term-1.2%

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.