` Comparison: SEMI vs BN - Alpha Spread
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M
SEMI
vs
BN

Over the past 12 months, SEMI has underperformed BN, delivering a return of -34% compared to the BN's +7% growth.

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SEMI
BN
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Stocks Compared:
SEMI BN
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Valuation Comparison

M
SEMI Intrinsic Value
Not Available
BN Intrinsic Value
82.52 EUR
Undervaluation 15%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
M
Molinos Juan Semino SA
BCBA:SEMI
22.1 ARS
Danone SA
PAR:BN
70.18 EUR
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Valuation Scenario:
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Growth Comparison

Growth Over Time
SEMI, BN

SEMI
BN
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
M
Molinos Juan Semino SA
Revenue
Danone SA
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
SEMI, BN

SEMI
BN
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
M
Molinos Juan Semino SA
BCBA:SEMI
Danone SA
PAR:BN
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What is Free Cash Flow?

Gross Margin

SEMI
21%
BN
50.5%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

Operating Margin

SEMI
14.1%
BN
13.2%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

Net Margin

SEMI
5.5%
BN
6.7%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

FCF Margin

SEMI
9.2%
BN
10.5%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

ROE

SEMI
18%
BN
11.3%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

ROA

SEMI
12.8%
BN
4.1%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

ROIC

SEMI
22.5%
BN
7.3%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

ROCE

SEMI
40.5%
BN
11.9%
LTM 3Y Avg 5Y Avg 10Y Avg
M
Molinos Juan Semino SA
Danone SA

Solvency Comparison

M
Molinos Juan Semino SA
Equity Waterfall
Assets
Liabilities
Equity
What is Equity Waterfall?
Danone SA
Equity Waterfall
Assets
Liabilities
Equity
What is Equity Waterfall?
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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SEMI, BN

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1Y 3Y 5Y 10Y 15Y 20Y
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Performance Gap
SEMI, BN

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SEMI
BN
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
SEMI, BN

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SEMI
BN
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