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VICTMILL.BO$5689.95-0.00%
Fair $5689.95+0.0%

VICTMILL.BO

The Victoria Mills Limited

Real Estate / Real Estate - DevelopmentBSE

$5689.95

-0.05 (-0.00%)

Fairly Valued+0.0%Fair Value $5689.95Fund rank 20/100 · Data gapFallback financials|
SA 17/F
F-Score: 2/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 4.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

17/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 0.8%, below the 5% threshold
Thesis & Journal · VICTMILL.BOLocal privado en este navegador · The Victoria Mills 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

$561M

P/E

8.5x

↓

EV/EBITDA

50.5x

↑

ROE

0.8%

↓

Gross Margin

12.3%

↓

Debt/Equity

N/A

•
52-Week Range$5690
$4501$7280

TradingView lightweight chart

VICTMILL.BO price, volumen y niveles de valoración

Último $5,690Periodo -25.2%
Fair value: $5,690

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

—

FCF CAGR

—

FCF margin

-34.2%

FCF / Net income

-18.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $299.5M · net income $5.5M · FCF $-102.3M

2022-FY → 2025-FY

Gross margin

12.3%— pts

Operating margin

1.4%— pts

Net margin

1.9%— pts

FCF margin

-34.2%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$299.5M$299.5M$170.0M$244.4M—
Net Income$5.5M$5.5M$7.3M$23.4M$-15.4M
EBITDA$11.0M$11.0M$13.5M$17.5M$-21.4M
EPS56.2456.2473.90237.39-156.05
Gross Margin12.3%12.3%15.2%15.7%—
Operating Margin1.4%1.4%-2.1%6.6%—
Net Margin1.9%1.9%4.3%9.6%—
Cash Flow
Free Cash Flow$-102.3M$-102.3M$-168.0M$20.1M$-184.3M
Returns
ROE0.8%0.8%1.2%4.4%-3.0%
Valuation
P/E8.478.47———
EV/EBITDA50.4750.47———
P/B0.850.85———
Growth & Yield
Revenue Growth76.2%76.2%-30.4%——
EPS Growth-23.9%-23.9%-68.9%252.1%—
Dividend Yield0.8%0.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

107.8%

muy exigente

EPS terminal req.

$504.89

Spread vs growth

-131.7%

5Y implied EPS CAGR

61.1%

muy exigente

EPS terminal req.

$610.91

Spread vs growth

-85.0%

10Y implied EPS CAGR

33.1%

muy exigente

EPS terminal req.

$983.88

Spread vs growth

-57.0%

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 -14.9%

Total return

-14.9%

Start / end P/E

91.4x → 101.2x

EPS bridge

73.90 → 56.24

Residual

-2.6%

EPS growth-23.9%
Multiple rerating+10.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term-2.6%

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.