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v0.1
VRLLOG.BO$241.05+1.64%
Fair $241.05+0.0%

VRLLOG.BO

VRL Logistics Limited

Industrials / TruckingBSE

$241.05

+3.90 (+1.64%)

Fairly Valued+0.0%Fair Value $241.05Fund rank 28/100 · Data gapFallback financials|
SA 37/D
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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 43.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

37/100

D

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 · VRLLOG.BOLocal privado en este navegador · VRL Logistics 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

$42.2B

P/E

17.6x

↑

EV/EBITDA

7.9x

↓

ROE

20.7%

↑

Gross Margin

14.0%

↓

Debt/Equity

1.01

↑
52-Week Range$241
$229$325

TradingView lightweight chart

VRLLOG.BO price, volumen y niveles de valoración

Último $241.05Periodo +64.4%
Fair value: $241.05

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+7.0%

FCF CAGR

—

FCF margin

11.0%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.21B · net income $2.37B · FCF $3.56B

2023-FY → 2026-FY

Gross margin

14.0%+2.5% pts

Operating margin

12.1%+2.8% pts

Net margin

7.4%-4.9% pts

FCF margin

11.0%+14.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$32.21B$32.21B$31.61B$28.71B$26.28B
Net Income$2.37B$2.37B$1.83B$888.5M$3.23B
EBITDA$6.74B$6.74B$5.98B$4.15B$4.29B
EPS——10.4610.1636.58
Gross Margin14.0%14.0%11.5%8.9%11.4%
Operating Margin12.1%12.1%10.1%6.2%9.3%
Net Margin7.4%7.4%5.8%3.1%12.3%
Balance Sheet
Debt/Equity1.011.011.131.100.74
Current Ratio0.490.49———
Cash Flow
Free Cash Flow$3.56B$3.56B$1.06B$1.39B$-940.6M
Returns
ROE20.7%20.7%16.9%9.4%33.1%
Valuation
P/E17.5617.5623.4827.968.84
EV/EBITDA7.957.959.1414.4314.95
P/B3.693.693.965.265.85
Growth & Yield
Revenue Growth1.9%1.9%10.1%9.3%—
EPS Growth——3.0%-72.2%—
Dividend Yield4.2%4.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -12.8%

Total return

-12.8%

Start / end P/E

n/dx → n/dx

EPS bridge

10.46 → n/d

Residual

-17.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term-17.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.