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v0.1
VOEPL.BO$364.30-1.45%
Fair $364.30+0.0%

VOEPL.BO

Virtuoso Optoelectronics Limited

Technology / Consumer ElectronicsBSE

$364.30

-5.30 (-1.45%)

Fairly Valued+0.0%Fair Value $364.30Fund rank 26/100 · Data gapFallback financials|
SA 39/D
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 34% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-631.4M · quality 57.3/100

Data gap 26/100
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

39/100

D

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 · VOEPL.BOLocal privado en este navegador · Virtuoso Optoelectronics 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

$11.6B

P/E

110.1x

↑

EV/EBITDA

19.6x

↑

ROE

5.0%

↑

Gross Margin

12.1%

↓

Debt/Equity

0.61

↑
52-Week Range$364
$236$568

TradingView lightweight chart

VOEPL.BO price, volumen y niveles de valoración

Último $360.30Periodo +212.2%
Fair value: $364.30

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

+50.9%

FCF CAGR

—

FCF margin

-19.2%

FCF / Net income

-9.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.88B · net income $140.9M · FCF $-1.32B

2022-FY → 2025-FY

Gross margin

12.1%-1.8% pts

Operating margin

6.6%-0.9% pts

Net margin

2.0%+0.1% pts

FCF margin

-19.2%-15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.88B$6.88B$5.11B$3.34B$2.00B
Net Income$140.9M$140.9M$101.7M$77.7M$39.4M
EBITDA$586.6M$586.6M$513.6M$327.7M$184.8M
EPS5.255.254.324.281.93
Gross Margin12.1%12.1%10.5%12.4%13.9%
Operating Margin6.6%6.6%6.5%7.2%7.5%
Net Margin2.0%2.0%2.0%2.3%2.0%
Balance Sheet
Debt/Equity0.610.610.640.943.20
Cash Flow
Free Cash Flow$-1.32B$-1.32B$-472.2M$-631.4M$-70.3M
Returns
ROE5.0%5.0%4.9%8.3%18.5%
Valuation
P/E110.06110.0656.9439.99—
EV/EBITDA19.5719.5713.9112.17—
P/B3.473.472.773.32—
Growth & Yield
Revenue Growth34.5%34.5%53.0%67.1%—
EPS Growth21.5%21.5%0.9%121.4%—

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

83.3%

muy exigente

EPS terminal req.

$32.33

Spread vs growth

-61.8%

5Y implied EPS CAGR

49.4%

muy exigente

EPS terminal req.

$39.11

Spread vs growth

-27.9%

10Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$62.99

Spread vs growth

-6.7%

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 -35.6%

Total return

-35.6%

Start / end P/E

129.6x → 68.6x

EPS bridge

4.32 → 5.25

Residual

-10.1%

EPS growth+21.5%
Multiple rerating-47.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.1%

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.