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ZMET.NE$8.16-2.16%
Fair $8.16+0.0%

ZMET.NE

ZMET.NE

Communication Services / Internet Content & InformationCboe CA

$8.16

-0.18 (-2.16%)

Fairly Valued+0.0%Fair Value $8.16Fund rank 36/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $46.1B · quality 73.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

46/100

C

Piotroski

4/9

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 · ZMET.NELocal privado en este navegador · ZMET.NE
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

$2.09T

P/E

0.3x

↓

EV/EBITDA

0.7x

↓

ROE

27.8%

↑

Gross Margin

82.0%

↑

Debt/Equity

0.39

↑
52-Week Range$8
$7$10

TradingView lightweight chart

ZMET.NE price, volumen y niveles de valoración

Último $8.340Periodo -17.1%
Fair value: $8.160

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

+19.9%

FCF CAGR

+33.7%

FCF margin

22.9%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $200.97B · net income $60.46B · FCF $46.11B

2022-FY → 2025-FY

Gross margin

82.0%+3.7% pts

Operating margin

41.4%+16.6% pts

Net margin

30.1%+10.2% pts

FCF margin

22.9%+6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$200.97B$200.97B$164.50B$134.90B$116.61B
Net Income$60.46B$60.46B$62.36B$39.10B$23.20B
EBITDA$105.71B$105.71B$86.88B$59.05B$37.69B
EPS23.4923.49———
Gross Margin82.0%82.0%81.7%80.8%78.3%
Operating Margin41.4%41.4%42.2%34.7%24.8%
Net Margin30.1%30.1%37.9%29.0%19.9%
Balance Sheet
Debt/Equity0.390.390.270.240.21
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$46.11B$46.11B$54.07B$44.07B$19.29B
Returns
ROE27.8%27.8%34.1%25.5%18.5%
Valuation
P/E0.260.26———
EV/EBITDA0.650.65———
P/B0.100.10———
Growth & Yield
Revenue Growth22.2%22.2%21.9%15.7%—

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

-68.6%

fácil

EPS terminal req.

$0.72

Spread vs growth

90.8%

5Y implied EPS CAGR

-48.2%

fácil

EPS terminal req.

$0.88

Spread vs growth

70.4%

10Y implied EPS CAGR

-24.5%

fácil

EPS terminal req.

$1.41

Spread vs growth

46.7%

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 -18.9%

Total return

-18.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 23.49

Residual

-18.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-18.9%

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.