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0215.KL$2.85+1.06%
Fair $2.85+0.0%

0215.KL

Solarvest Holdings Berhad

Technology / SolarKuala Lumpur

$2.85

+0.03 (+1.06%)

Fairly Valued+0.0%Fair Value $2.85Fund rank 23/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-21.8M · quality 41.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

55/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 0215.KLLocal privado en este navegador · Solarvest Holdings Berhad
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

$2.7B

P/E

31.7x

↑

EV/EBITDA

19.6x

↑

ROE

9.7%

↑

Gross Margin

28.3%

↓

Debt/Equity

0.53

↑
52-Week Range$3
$2$3

TradingView lightweight chart

0215.KL price, volumen y niveles de valoración

Último $2.850Periodo +466.2%
Fair value: $2.850

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

+27.5%

FCF CAGR

—

FCF margin

4.2%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $757.1M · net income $79.8M · FCF $32.1M

2023-FY → 2026-FY

Gross margin

28.3%+10.5% pts

Operating margin

15.1%+6.2% pts

Net margin

10.5%+5.2% pts

FCF margin

4.2%+26.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$757.1M$757.1M$536.8M$497.0M$365.5M
Net Income$79.8M$79.8M$51.9M$32.6M$19.7M
EBITDA$150.6M$150.6M$99.6M$62.5M$36.1M
EPS——0.070.050.03
Gross Margin28.3%28.3%27.9%20.0%17.8%
Operating Margin15.1%15.1%14.6%10.5%8.9%
Net Margin10.5%10.5%9.7%6.6%5.4%
Balance Sheet
Debt/Equity0.530.530.950.830.64
Current Ratio2.742.74———
Cash Flow
Free Cash Flow$32.1M$32.1M$-156.3M$-21.8M$-80.5M
Returns
ROE9.7%9.7%14.5%14.1%10.2%
Valuation
P/E31.6731.6725.5334.5130.55
EV/EBITDA19.6019.6015.8920.4218.96
P/B3.303.303.714.883.11
Growth & Yield
Revenue Growth41.0%41.0%8.0%36.0%—
EPS Growth——45.6%54.3%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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 +66.7%

Total return

+66.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.07 → n/d

Residual

+66.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+66.7%

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.