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WEALTH.BO$950.60-2.41%
Fair $950.60+0.0%

WEALTH.BO

Wealth First Portfolio Managers Limited

Financial Services / Capital MarketsBSE

$950.60

-23.50 (-2.41%)

Fairly Valued+0.0%Fair Value $950.60Fund rank 27/100 · Data gapFallback financials|
SA 31/D
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

31/100

D

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · WEALTH.BOLocal privado en este navegador · Wealth First Portfolio Managers 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

$10.1B

P/E

26.2x

↑

EV/EBITDA

19.4x

↑

ROE

25.7%

↑

Gross Margin

82.7%

↑

Debt/Equity

N/A

•
52-Week Range$951
$742$1440

TradingView lightweight chart

WEALTH.BO price, volumen y niveles de valoración

Último $950.60Periodo -20.3%
Fair value: $950.60

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

-44.0%

FCF CAGR

+53.6%

FCF margin

107.3%

FCF / Net income

1.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $683.9M · net income $386.6M · FCF $734.0M

2023-FY → 2026-FY

Gross margin

82.7%+74.9% pts

Operating margin

71.7%+67.0% pts

Net margin

56.5%+53.0% pts

FCF margin

107.3%+102.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$683.9M$683.9M$531.6M$8.47B$3.90B
Net Income$386.6M$386.6M$341.5M$426.8M$138.3M
EBITDA$521.1M$521.1M$455.8M$558.0M$191.7M
EPS36.2936.29———
Gross Margin82.7%82.7%83.1%1.5%7.8%
Operating Margin71.7%71.7%74.9%4.9%4.6%
Net Margin56.5%56.5%64.2%5.0%3.6%
Balance Sheet
Debt/Equity————0.00
Current Ratio5.795.79———
Cash Flow
Free Cash Flow$734.0M$734.0M$120.0M$152.2M$202.5M
Returns
ROE25.7%25.7%26.6%36.1%18.0%
Valuation
P/E26.1726.17———
EV/EBITDA19.4119.41———
P/B6.736.73———
Growth & Yield
Revenue Growth28.7%28.7%-93.7%117.5%—
Dividend Yield1.6%1.6%———

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

32.5%

muy exigente

EPS terminal req.

$84.35

Spread vs growth

-3.8%

5Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$102.06

Spread vs growth

5.7%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$164.37

Spread vs growth

12.3%

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 · available periodreconcilia total -18.7%

Total return

-18.7%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 36.29

Residual

-20.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-20.3%

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.