StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
VRAJ.BO$125.85-0.47%
Fair $125.85+0.0%

VRAJ.BO

VRAJ.BO

Basic Materials / SteelBSE

$125.85

-0.60 (-0.47%)

Fairly Valued+0.0%Fair Value $125.85Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $-449.5M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · VRAJ.BOLocal privado en este navegador · VRAJ.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

$4.2B

P/E

12.6x

↓

EV/EBITDA

5.7x

↓

ROE

11.1%

↑

Gross Margin

24.2%

↑

Debt/Equity

0.01

↓
52-Week Range$126
$93$188

TradingView lightweight chart

VRAJ.BO price, volumen y niveles de valoración

Último $125.85Periodo -50.0%
Fair value: $125.85

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

+4.7%

FCF CAGR

—

FCF margin

-17.1%

FCF / Net income

-1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.75B · net income $440.9M · FCF $-812.8M

2022-FY → 2025-FY

Gross margin

24.2%+5.4% pts

Operating margin

11.5%+1.6% pts

Net margin

9.3%+2.3% pts

FCF margin

-17.1%-18.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.75B$4.75B$4.20B$5.16B$4.14B
Net Income$440.9M$440.9M$574.1M$540.0M$287.0M
EBITDA$683.0M$683.0M$841.8M$813.1M$496.6M
EPS14.2814.2817.4116.378.70
Gross Margin24.2%24.2%28.4%22.0%18.8%
Operating Margin11.5%11.5%16.9%13.7%10.0%
Net Margin9.3%9.3%13.7%10.5%6.9%
Balance Sheet
Debt/Equity0.010.010.320.170.51
Current Ratio3.873.87———
Cash Flow
Free Cash Flow$-812.8M$-812.8M$-449.5M$613.1M$74.4M
Returns
ROE11.1%11.1%28.7%38.3%32.9%
Valuation
P/E12.6112.61———
EV/EBITDA5.715.71———
P/B0.980.98———
Growth & Yield
Revenue Growth13.1%13.1%-18.6%24.5%—
EPS Growth-18.0%-18.0%6.3%88.1%—

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

-7.9%

fácil

EPS terminal req.

$11.17

Spread vs growth

-10.1%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$13.51

Spread vs growth

-16.9%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$21.76

Spread vs growth

-22.3%

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 -31.5%

Total return

-31.5%

Start / end P/E

10.6x → 8.8x

EPS bridge

17.41 → 14.28

Residual

+3.0%

EPS growth-18.0%
Multiple rerating-16.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.0%

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.