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ZPLT.NE$8.76+9.40%
Fair $8.76+0.0%

ZPLT.NE

ZPLT.NE

Technology / Software - InfrastructureCboe CA

$8.76

+0.73 (+9.40%)

Fairly Valued+0.0%Fair Value $8.76Fund rank 37/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 75.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

65/100

B

Piotroski

8/9

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 · ZPLT.NELocal privado en este navegador · ZPLT.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

$556.8B

P/E

58.4x

↑

EV/EBITDA

14.8x

↑

ROE

22.0%

↑

Gross Margin

82.4%

↑

Debt/Equity

0.03

↓
52-Week Range$9
$7$11

TradingView lightweight chart

ZPLT.NE price, volumen y niveles de valoración

Último $7.390Periodo -27.8%
Fair value: $8.760

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

+32.9%

FCF CAGR

+125.3%

FCF margin

46.9%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.48B · net income $1.63B · FCF $2.10B

2022-FY → 2025-FY

Gross margin

82.4%+3.8% pts

Operating margin

31.6%+40.1% pts

Net margin

36.3%+55.9% pts

FCF margin

46.9%+37.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.48B$4.48B$2.87B$2.23B$1.91B
Net Income$1.63B$1.63B$462.2M$209.8M$-373.7M
EBITDA$1.44B$1.44B$342.0M$153.3M$-138.7M
EPS0.630.630.190.09-0.18
Gross Margin82.4%82.4%80.2%80.6%78.6%
Operating Margin31.6%31.6%10.8%5.4%-8.5%
Net Margin36.3%36.3%16.1%9.4%-19.6%
Balance Sheet
Debt/Equity0.030.030.050.070.10
Current Ratio6.436.43———
Cash Flow
Free Cash Flow$2.10B$2.10B$1.14B$697.1M$183.7M
Returns
ROE22.0%22.0%9.2%6.0%-14.6%
Valuation
P/E58.4058.40———
EV/EBITDA14.7714.77———
P/B3.043.04———
Growth & Yield
Revenue Growth56.2%56.2%28.8%16.7%—
EPS Growth231.1%231.1%111.1%150.0%—

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

7.3%

razonable

EPS terminal req.

$0.78

Spread vs growth

223.8%

5Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$0.94

Spread vs growth

222.8%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$1.51

Spread vs growth

221.9%

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 -15.1%

Total return

-15.1%

Start / end P/E

52.6x → 13.5x

EPS bridge

0.19 → 0.63

Residual

-171.8%

EPS growth+231.1%
Multiple rerating-74.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-171.8%

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.