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WAAREERTL.BO$973.10-1.43%
Fair $973.10+0.0%

WAAREERTL.BO

Waaree Renewable Technologies Limited

Utilities / Utilities - RenewableBSE

$973.10

-14.15 (-1.43%)

Fairly Valued+0.0%Fair Value $973.10Fund rank 30/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9
Margin Compression

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 50.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

49/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · WAAREERTL.BOLocal privado en este navegador · Waaree Renewable Technologies 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

$101.5B

P/E

21.2x

↑

EV/EBITDA

15.5x

↑

ROE

51.2%

↑

Gross Margin

21.8%

↓

Debt/Equity

0.16

↓
52-Week Range$973
$780$1359

TradingView lightweight chart

WAAREERTL.BO price, volumen y niveles de valoración

Último $974.20Periodo +6852.2%
Fair value: $973.10

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

+111.8%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.31B · net income $4.79B · FCF $1.64B

2023-FY → 2026-FY

Gross margin

21.8%-6.0% pts

Operating margin

19.0%-4.1% pts

Net margin

14.4%-1.4% pts

FCF margin

4.9%+10.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$33.31B$33.31B$15.98B$8.76B$3.51B
Net Income$4.79B$4.79B$2.29B$1.45B$554.2M
EBITDA$6.62B$6.62B$3.22B$2.10B$851.5M
EPS45.8545.8521.9513.945.31
Gross Margin21.8%21.8%22.5%26.3%27.8%
Operating Margin19.0%19.0%19.1%23.0%23.1%
Net Margin14.4%14.4%14.3%16.6%15.8%
Balance Sheet
Debt/Equity0.160.160.060.160.46
Cash Flow
Free Cash Flow$1.64B$1.64B$2.01B$1.17B$-181.4M
Returns
ROE51.2%51.2%50.3%58.9%65.1%
Valuation
P/E21.2121.2140.68128.67153.93
EV/EBITDA15.4715.4728.9889.09100.67
P/B10.8710.8720.4775.84100.26
Growth & Yield
Revenue Growth108.5%108.5%82.3%149.8%—
EPS Growth108.9%108.9%57.5%162.5%—
Dividend Yield0.2%0.2%———

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

23.5%

exigente

EPS terminal req.

$86.35

Spread vs growth

85.4%

5Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$104.48

Spread vs growth

91.0%

10Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$168.26

Spread vs growth

95.0%

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 -3.9%

Total return

-3.9%

Start / end P/E

46.3x → 21.2x

EPS bridge

21.95 → 45.85

Residual

-58.9%

EPS growth+108.9%
Multiple rerating-54.1%
Dividend+0.2%
Residual / FX / buybacks / cross-term-58.9%

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.