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ZWACK.BD$36500.00+0.00%
Fair $36500.00+0.0%

ZWACK.BD

Zwack Unicum Likoripari és Kereskedelmi Nyilvánosan Muködo Részvénytársaság

Consumer Defensive / Beverages - Wineries & DistilleriesBudapest

$36500.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $36500.00Fund rank 32/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9

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 $3.0B · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

40/100

C

Piotroski

6/9

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 · ZWACK.BDLocal privado en este navegador · Zwack Unicum Likoripari és Kereskedelmi Nyilvánosan Muködo Részvénytársaság
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

$73.0B

P/E

23.0x

↑

EV/EBITDA

14.6x

↑

ROE

34.8%

↑

Gross Margin

64.6%

↑

Debt/Equity

N/A

•
52-Week Range$36500
$29500$37000

TradingView lightweight chart

ZWACK.BD price, volumen y niveles de valoración

Último $36,500Periodo +406.2%
Fair value: $36,500

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

+4.8%

FCF CAGR

+45.0%

FCF margin

12.1%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.43B · net income $3.18B · FCF $2.96B

2023-FY → 2026-FY

Gross margin

64.6%+4.8% pts

Operating margin

16.0%-2.2% pts

Net margin

13.0%-3.2% pts

FCF margin

12.1%+7.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$24.43B$24.43B$24.06B$22.50B$21.21B
Net Income$3.18B$3.18B$2.99B$2.91B$3.45B
EBITDA$4.74B$4.74B$4.40B$4.31B$4.76B
EPS1589.501589.501494.501453.001724.00
Gross Margin64.6%64.6%63.4%60.2%59.9%
Operating Margin16.0%16.0%14.9%15.2%18.2%
Net Margin13.0%13.0%12.4%12.9%16.3%
Balance Sheet
Debt/Equity——0.000.010.00
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$2.96B$2.96B$2.56B$3.25B$970.0M
Returns
ROE34.8%34.8%33.4%33.2%37.2%
Valuation
P/E22.9922.9919.8114.5910.50
EV/EBITDA14.6014.6012.649.016.89
P/B7.987.986.614.843.91
Growth & Yield
Revenue Growth1.6%1.6%6.9%6.0%—
EPS Growth6.4%6.4%2.9%-15.7%—
Dividend Yield4.1%4.1%———

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

26.8%

muy exigente

EPS terminal req.

$3238.77

Spread vs growth

-20.4%

5Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$3918.91

Spread vs growth

-13.4%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$6311.44

Spread vs growth

-8.4%

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 +23.8%

Total return

+23.8%

Start / end P/E

20.4x → 23.0x

EPS bridge

1494.50 → 1589.50

Residual

+0.8%

EPS growth+6.4%
Multiple rerating+12.5%
Dividend+4.1%
Residual / FX / buybacks / cross-term+0.8%

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.