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VMSTMT.BO$46.50-1.17%
Fair $46.50+0.0%

VMSTMT.BO

VMSTMT.BO

Basic Materials / SteelBSE

$46.50

-0.55 (-1.17%)

Fairly Valued+0.0%Fair Value $46.50Fund rank 19/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
High DebtDeclining Revenue

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-378.0M · quality 30.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 3.77, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · VMSTMT.BOLocal privado en este navegador · VMSTMT.BO
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

$2.3B

P/E

10.3x

↓

EV/EBITDA

10.9x

↑

ROE

20.1%

↑

Gross Margin

10.1%

↓

Debt/Equity

3.77

↑
52-Week Range$47
$34$105

TradingView lightweight chart

VMSTMT.BO price, volumen y niveles de valoración

Último $46.50Periodo -53.4%
Fair value: $46.50

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

+15.6%

FCF CAGR

—

FCF margin

-9.7%

FCF / Net income

-5.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.62B · net income $147.4M · FCF $-742.9M

2022-FY → 2025-FY

Gross margin

10.1%+3.4% pts

Operating margin

5.3%+2.3% pts

Net margin

1.9%+0.5% pts

FCF margin

-9.7%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.62B$7.62B$8.73B$8.82B$4.94B
Net Income$147.4M$147.4M$134.7M$42.0M$68.8M
EBITDA$462.9M$462.9M$411.8M$217.5M$159.5M
EPS2.972.972.710.851.39
Gross Margin10.1%10.1%8.7%6.1%6.6%
Operating Margin5.3%5.3%4.3%2.1%3.0%
Net Margin1.9%1.9%1.5%0.5%1.4%
Balance Sheet
Debt/Equity3.773.774.265.296.29
Cash Flow
Free Cash Flow$-742.9M$-742.9M$-126.7M$-378.0M$-491.3M
Returns
ROE20.1%20.1%29.0%13.6%36.8%
Valuation
P/E10.2610.26———
EV/EBITDA10.9310.93———
P/B3.153.15———
Growth & Yield
Revenue Growth-12.7%-12.7%-1.0%78.6%—
EPS Growth9.4%9.4%221.0%-39.0%—

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

11.6%

razonable

EPS terminal req.

$4.13

Spread vs growth

-2.2%

5Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$4.99

Spread vs growth

-1.5%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$8.04

Spread vs growth

-1.1%

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 · available periodreconcilia total -53.4%

Total return

-53.4%

Start / end P/E

36.8x → 15.7x

EPS bridge

2.71 → 2.97

Residual

-5.4%

EPS growth+9.4%
Multiple rerating-57.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.4%

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.