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ZWELCAST.BO$736.00+4.96%
Fair $736.00+0.0%

ZWELCAST.BO

Welcast Steels Limited

Basic Materials / SteelBSE

$736.00

+34.75 (+4.96%)

Fairly Valued+0.0%Fair Value $736.00Fund rank 26/100 · Data gapFallback financials|
SA 12/F
F-Score: 2/9
Declining RevenueLow Profitability

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $28.2M · quality 39.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

12/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is -15.4%, below the 5% threshold
Thesis & Journal · ZWELCAST.BOLocal privado en este navegador · Welcast Steels 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

$470M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-15.4%

↓

Gross Margin

36.4%

↑

Debt/Equity

N/A

•
52-Week Range$736
$650$1350

TradingView lightweight chart

ZWELCAST.BO price, volumen y niveles de valoración

Último $736.00Periodo +2214.5%
Fair value: $736.00

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

-21.2%

FCF CAGR

-45.2%

FCF margin

6.2%

FCF / Net income

-0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $458.2M · net income $-53.0M · FCF $28.2M

2023-FY → 2026-FY

Gross margin

36.4%+19.2% pts

Operating margin

-7.7%-11.6% pts

Net margin

-11.6%-14.4% pts

FCF margin

6.2%-12.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$458.2M$458.2M$843.3M$908.9M$936.3M
Net Income$-53.0M$-53.0M$-3.4M$52.5M$26.4M
EBITDA$-41.8M$-41.8M$5.1M$78.6M$49.2M
EPS——-5.2982.2441.37
Gross Margin36.4%36.4%37.9%41.2%17.2%
Operating Margin-7.7%-7.7%-2.3%6.6%3.9%
Net Margin-11.6%-11.6%-0.4%5.8%2.8%
Cash Flow
Free Cash Flow$28.2M$28.2M$-42.5M$34.7M$171.3M
Returns
ROE-15.4%-15.4%-0.8%13.0%7.5%
Valuation
P/E———18.8515.11
EV/EBITDA——144.8212.137.89
P/B1.361.361.912.451.13
Growth & Yield
Revenue Growth-45.7%-45.7%-7.2%-2.9%—
EPS Growth——-106.4%98.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -40.5%

Total return

-40.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-5.29 → n/d

Residual

-40.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.5%

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.