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1304.SR$39.10-0.91%
Fair $39.10+0.0%

1304.SR

Al Yamamah Steel Industries Company

Basic Materials / SteelSaudi

$39.10

-0.36 (-0.91%)

Fairly Valued+0.0%Fair Value $39.10Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 8/9

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 16%

FCF escenarios

weak_data · normalized FCF $1.3M · quality 37.3/100

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

37/100

D

Piotroski

8/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 1304.SRLocal privado en este navegador · Al Yamamah Steel Industries 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

$2.0B

P/E

43.0x

↑

EV/EBITDA

14.3x

↑

ROE

12.0%

↑

Gross Margin

11.4%

↓

Debt/Equity

1.49

↑
52-Week Range$39
$27$44

TradingView lightweight chart

1304.SR price, volumen y niveles de valoración

Último $39.10Periodo -1.3%
Fair value: $39.10

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

-12.3%

FCF margin

8.2%

FCF / Net income

2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.96B · net income $70.8M · FCF $160.6M

2021-FY → 2024-FY

Gross margin

11.4%-11.1% pts

Operating margin

7.1%-10.2% pts

Net margin

3.6%-9.2% pts

FCF margin

8.2%-6.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.96B$1.96B$1.56B$1.46B$1.62B
Net Income$70.8M$70.8M$-130.1M$-26.7M$207.8M
EBITDA$195.4M$195.4M$-42.9M$69.2M$327.7M
EPS1.391.39-2.56-0.524.09
Gross Margin11.4%11.4%-1.8%5.3%22.5%
Operating Margin7.1%7.1%-6.0%1.2%17.3%
Net Margin3.6%3.6%-8.3%-1.8%12.8%
Balance Sheet
Debt/Equity1.491.491.801.420.68
Cash Flow
Free Cash Flow$160.6M$160.6M$1.3M$-386.2M$238.5M
Returns
ROE12.0%12.0%-25.1%-4.1%27.2%
Valuation
P/E42.9742.97——10.88
EV/EBITDA14.2914.29—34.437.93
P/B3.373.372.282.372.96
Growth & Yield
Revenue Growth25.5%25.5%6.5%-9.5%—
EPS Growth154.3%154.3%-392.3%-112.7%—
Dividend Yield1.4%1.4%———

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

35.6%

muy exigente

EPS terminal req.

$3.47

Spread vs growth

118.6%

5Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$4.20

Spread vs growth

129.6%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$6.76

Spread vs growth

137.2%

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 +30.4%

Total return

+30.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.56 → 1.39

Residual

+29.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term+29.0%

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.