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v0.1
VOT.WA$46.05-1.60%
Fair $46.05+0.0%

VOT.WA

Votum S.A.

Industrials / Specialty Business ServicesWarsaw

$46.05

-0.75 (-1.60%)

Fairly Valued+0.0%Fair Value $46.05Fund rank 33/100 · Data gapFallback financials|
SA 66/B
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $101.8M · quality 62.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

66/100

B

Piotroski

7/9

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 · VOT.WALocal privado en este navegador · Votum S.A.
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

$553M

P/E

4.4x

↓

EV/EBITDA

2.3x

↓

ROE

36.7%

↑

Gross Margin

98.9%

↑

Debt/Equity

0.06

↓
52-Week Range$46
$37$53

TradingView lightweight chart

VOT.WA price, volumen y niveles de valoración

Último $46.05Periodo +1017.7%
Fair value: $46.05

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

+15.2%

FCF CAGR

+124.5%

FCF margin

41.6%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $462.4M · net income $140.2M · FCF $192.5M

2022-FY → 2025-FY

Gross margin

98.9%-0.1% pts

Operating margin

39.1%+0.1% pts

Net margin

30.3%+0.2% pts

FCF margin

41.6%+36.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$462.4M$462.4M$407.4M$387.1M$302.2M
Net Income$140.2M$140.2M$112.9M$131.9M$91.1M
EBITDA$188.8M$188.8M$151.4M$171.5M$116.2M
EPS11.9011.909.6211.167.65
Gross Margin98.9%98.9%98.9%99.0%99.0%
Operating Margin39.1%39.1%34.7%40.7%39.0%
Net Margin30.3%30.3%27.7%34.1%30.1%
Balance Sheet
Debt/Equity0.060.060.080.100.17
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$192.5M$192.5M$101.8M$38.3M$17.0M
Returns
ROE36.7%36.7%35.1%54.3%60.4%
Valuation
P/E4.364.363.284.146.95
EV/EBITDA2.262.262.283.305.63
P/B1.451.451.182.284.23
Growth & Yield
Revenue Growth13.5%13.5%5.2%28.1%—
EPS Growth23.7%23.7%-13.8%45.9%—
Dividend Yield14.2%14.2%———

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

-30.0%

fácil

EPS terminal req.

$4.09

Spread vs growth

53.7%

5Y implied EPS CAGR

-16.1%

fácil

EPS terminal req.

$4.94

Spread vs growth

39.8%

10Y implied EPS CAGR

-3.9%

fácil

EPS terminal req.

$7.96

Spread vs growth

27.6%

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 +18.1%

Total return

+18.1%

Start / end P/E

4.6x → 3.9x

EPS bridge

9.62 → 11.90

Residual

-3.8%

EPS growth+23.7%
Multiple rerating-16.1%
Dividend+14.2%
Residual / FX / buybacks / cross-term-3.8%

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.