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v0.1
VINP$10.18+0.65%
Fair $10.18+0.0%

VINP

Vinci Compass Investments Ltd.

Financial Services / Asset ManagementNasdaqGS

$10.18

+0.07 (+0.65%)

Fairly Valued+0.0%Fair Value $10.18Fund rank 36/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 54.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

6/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · VINPLocal privado en este navegador · Vinci Compass Investments Ltd.
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

$666M

P/E

12.9x

↑

EV/EBITDA

4.2x

↓

ROE

11.0%

↑

Gross Margin

75.3%

↑

Debt/Equity

0.57

↑
52-Week Range$10
$9$14

TradingView lightweight chart

VINP price, volumen y niveles de valoración

Último $10.18Periodo -39.8%
Fair value: $10.18

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

+33.8%

FCF CAGR

+28.1%

FCF margin

23.9%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $977.4M · net income $217.6M · FCF $234.0M

2022-FY → 2025-FY

Gross margin

75.3%-9.1% pts

Operating margin

25.8%-18.0% pts

Net margin

22.3%-31.5% pts

FCF margin

23.9%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$977.4M$977.4M$600.8M$454.4M$408.1M
Net Income$217.6M$217.6M$118.2M$220.6M$219.4M
EBITDA$395.7M$395.7M$260.8M$322.7M$302.8M
EPS3.353.352.083.853.84
Gross Margin75.3%75.3%82.8%84.4%84.4%
Operating Margin25.8%25.8%31.4%44.5%43.8%
Net Margin22.3%22.3%19.7%48.5%53.8%
Balance Sheet
Debt/Equity0.570.570.510.500.19
Current Ratio5.085.08———
Cash Flow
Free Cash Flow$234.0M$234.0M$190.5M$92.5M$111.4M
Returns
ROE11.0%11.0%6.1%16.0%16.0%
Valuation
P/E12.8812.884.772.782.24
EV/EBITDA4.234.235.563.932.40
P/B0.340.340.290.430.36
Growth & Yield
Revenue Growth62.7%62.7%32.2%11.4%—
EPS Growth61.2%61.2%-46.0%0.3%—
Dividend Yield6.3%6.3%———

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

-35.4%

fácil

EPS terminal req.

$0.90

Spread vs growth

96.6%

5Y implied EPS CAGR

-20.1%

fácil

EPS terminal req.

$1.09

Spread vs growth

81.2%

10Y implied EPS CAGR

-6.2%

fácil

EPS terminal req.

$1.76

Spread vs growth

67.4%

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 +11.9%

Total return

+11.9%

Start / end P/E

4.6x → 3.0x

EPS bridge

2.08 → 3.35

Residual

-21.1%

EPS growth+61.2%
Multiple rerating-34.5%
Dividend+6.3%
Residual / FX / buybacks / cross-term-21.1%

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.