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1163.KL$21.52+0.00%
Fair $21.52+0.0%

1163.KL

Allianz Malaysia Berhad

Financial Services / Insurance - DiversifiedKuala Lumpur

$21.52

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $21.52Fund rank 29/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 55.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

49/100

C

Piotroski

4/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 1163.KLLocal privado en este navegador · Allianz Malaysia 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

$4.0B

P/E

7.6x

↓

EV/EBITDA

N/A

•

ROE

15.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.01

↓
52-Week Range$22
$17$23

TradingView lightweight chart

1163.KL price, volumen y niveles de valoración

Último $21.52Periodo +331.5%
Fair value: $21.52

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

+10.8%

FCF CAGR

-69.2%

FCF margin

0.6%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.94B · net income $958.8M · FCF $30.8M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

19.4%+2.5% pts

FCF margin

0.6%-28.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.94B$4.94B$5.26B$4.37B$3.63B
Net Income$958.8M$958.8M$770.7M$730.9M$613.7M
EPS2.792.792.232.111.77
Net Margin19.4%19.4%14.7%16.7%16.9%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$30.8M$30.8M$847.4M$-294.5M$1.06B
Returns
ROE15.2%15.2%13.2%14.2%13.1%
Valuation
P/E7.607.609.388.768.02
P/B1.181.181.241.251.05
Growth & Yield
Revenue Growth-6.1%-6.1%20.3%20.3%—
EPS Growth25.0%25.0%5.7%19.1%—
Dividend Yield5.8%5.8%———

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

-11.9%

fácil

EPS terminal req.

$1.91

Spread vs growth

36.9%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$2.31

Spread vs growth

28.8%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$3.72

Spread vs growth

22.1%

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 +20.3%

Total return

+20.3%

Start / end P/E

8.4x → 7.7x

EPS bridge

2.23 → 2.79

Residual

-2.1%

EPS growth+25.0%
Multiple rerating-8.5%
Dividend+5.8%
Residual / FX / buybacks / cross-term-2.1%

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.