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v0.1
1302.SR$44.90+3.41%
Fair $44.90+0.0%

1302.SR

Bawan Company

Industrials / Building Products & EquipmentSaudi

$44.90

+1.48 (+3.41%)

Fairly Valued+0.0%Fair Value $44.90Fund rank 29/100 · Data gapFallback financials|
SA 50/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $70.5M · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

50/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1302.SRLocal privado en este navegador · Bawan Company
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

21.5x

↑

EV/EBITDA

7.0x

↓

ROE

20.0%

↑

Gross Margin

13.6%

↓

Debt/Equity

1.26

↑
52-Week Range$45
$41$62

TradingView lightweight chart

1302.SR price, volumen y niveles de valoración

Último $44.90Periodo -26.9%
Fair value: $44.90

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

+6.6%

FCF CAGR

-31.3%

FCF margin

1.7%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.07B · net income $218.3M · FCF $70.5M

2022-FY → 2025-FY

Gross margin

13.6%+1.6% pts

Operating margin

5.8%-0.4% pts

Net margin

5.4%+0.5% pts

FCF margin

1.7%-4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.07B$4.07B$3.02B$3.35B$3.36B
Net Income$218.3M$218.3M$106.0M$136.0M$162.8M
EBITDA$572.2M$572.2M$227.4M$266.8M$282.5M
EPS3.643.641.772.272.71
Gross Margin13.6%13.6%11.1%11.5%12.0%
Operating Margin5.8%5.8%5.1%5.3%6.2%
Net Margin5.4%5.4%3.5%4.1%4.8%
Balance Sheet
Debt/Equity1.261.260.980.490.72
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$70.5M$70.5M$44.5M$186.1M$217.4M
Returns
ROE20.0%20.0%11.4%14.8%18.9%
Valuation
P/E21.4821.4831.6421.3711.44
EV/EBITDA6.976.9716.9112.468.65
P/B2.472.473.623.162.15
Growth & Yield
Revenue Growth34.7%34.7%-9.9%-0.4%—
EPS Growth105.6%105.6%-22.0%-16.2%—

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

3.1%

fácil

EPS terminal req.

$3.98

Spread vs growth

102.6%

5Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$4.82

Spread vs growth

99.9%

10Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$7.76

Spread vs growth

97.8%

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 -8.6%

Total return

-8.6%

Start / end P/E

27.8x → 12.3x

EPS bridge

1.77 → 3.64

Residual

-58.7%

EPS growth+105.6%
Multiple rerating-55.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-58.7%

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.