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VERANDA.BO$234.35+1.03%
Fair $234.35+0.0%

VERANDA.BO

Veranda Learning Solutions Limited

Consumer Defensive / Education & Training ServicesBSE

$234.35

+2.40 (+1.03%)

Fairly Valued+0.0%Fair Value $234.35Fund rank 27/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $167.0M · quality 44.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

8/9

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 · VERANDA.BOLocal privado en este navegador · Veranda Learning Solutions 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

$22.6B

P/E

20.2x

↑

EV/EBITDA

8.4x

↓

ROE

11.0%

↑

Gross Margin

66.9%

↑

Debt/Equity

0.40

↑
52-Week Range$234
$129$272

TradingView lightweight chart

VERANDA.BO price, volumen y niveles de valoración

Último $234.35Periodo +46.1%
Fair value: $234.35

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

+44.0%

FCF CAGR

—

FCF margin

19.0%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.82B · net income $1.06B · FCF $916.2M

2023-FY → 2026-FY

Gross margin

66.9%+20.6% pts

Operating margin

22.5%+93.9% pts

Net margin

21.9%+71.1% pts

FCF margin

19.0%+66.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.82B$4.82B$3.58B$3.57B$1.61B
Net Income$1.06B$1.06B$-2.47B$-806.9M$-792.1M
EBITDA$2.93B$2.93B$1.29B$523.6M$-342.7M
EPS11.7311.73-34.73-12.20-13.65
Gross Margin66.9%66.9%62.8%64.0%46.3%
Operating Margin22.5%22.5%-33.6%-4.2%-71.4%
Net Margin21.9%21.9%-69.1%-22.6%-49.1%
Balance Sheet
Debt/Equity0.400.402.571.551.00
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$916.2M$916.2M$167.0M$133.8M$-757.3M
Returns
ROE11.0%11.0%-96.3%-21.5%-25.9%
Valuation
P/E20.1720.17———
EV/EBITDA8.398.3916.6036.67—
P/B2.202.205.963.613.84
Growth & Yield
Revenue Growth34.6%34.6%0.2%121.5%—
EPS Growth133.8%133.8%-184.7%10.6%—

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

21.0%

exigente

EPS terminal req.

$20.79

Spread vs growth

112.7%

5Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$25.16

Spread vs growth

117.3%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$40.52

Spread vs growth

120.6%

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 +9.2%

Total return

+9.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-34.73 → 11.73

Residual

+9.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.