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VITROA.MX$5.95+0.68%
Fair $5.95+0.0%

VITROA.MX

Vitro, S.A.B. de C.V.

Basic Materials / Building MaterialsMexico

$5.95

+0.04 (+0.68%)

Fairly Valued+0.0%Fair Value $5.95Fund rank 34/100 · Data gapFallback financials|
SA 44/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $255.1M · quality 64.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

44/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · VITROA.MXLocal privado en este navegador · Vitro, S.A.B. de C.V.
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

$2.8B

P/E

21.7x

↑

EV/EBITDA

14.3x

↑

ROE

19.2%

↑

Gross Margin

48.6%

↑

Debt/Equity

0.18

↓
52-Week Range$6
$5$6

TradingView lightweight chart

VITROA.MX price, volumen y niveles de valoración

Último $5.950Periodo -52.4%
Fair value: $5.950

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

-60.2%

FCF CAGR

—

FCF margin

82.1%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $310.7M · net income $129.1M · FCF $255.1M

2021-FY → 2023-FY

Gross margin

48.6%+28.4% pts

Operating margin

11.6%+10.6% pts

Net margin

41.6%+47.0% pts

FCF margin

82.1%+88.6% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$310.7M$310.7M$251.8M$1.96B
Net Income$129.1M$129.1M$17.9M$-106.6M
EBITDA$202.0M$202.0M$114.9M$93.2M
EPS0.270.270.04-0.23
Gross Margin48.6%48.6%40.0%20.2%
Operating Margin11.6%11.6%3.3%0.9%
Net Margin41.6%41.6%7.1%-5.4%
Balance Sheet
Debt/Equity0.180.180.620.61
Current Ratio2.132.13——
Cash Flow
Free Cash Flow$255.1M$255.1M$265.9M$-125.8M
Returns
ROE19.2%19.2%1.5%-8.9%
Valuation
P/E21.6621.66578.95—
EV/EBITDA14.2614.2695.37125.49
P/B4.164.168.589.23
Growth & Yield
Revenue Growth23.4%23.4%-87.1%—
EPS Growth623.1%623.1%116.8%—
Dividend Yield547.4%547.4%——

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

24.3%

exigente

EPS terminal req.

$0.53

Spread vs growth

598.7%

5Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$0.64

Spread vs growth

604.7%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$1.03

Spread vs growth

608.9%

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 +4.6%

Total return

+4.6%

Start / end P/E

157.9x → 21.7x

EPS bridge

0.04 → 0.27

Residual

-537.6%

EPS growth+623.1%
Multiple rerating-86.3%
Dividend+5.5%
Residual / FX / buybacks / cross-term-537.6%

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.