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1820.SR$1.94+1.57%
Fair $1.94+0.0%

1820.SR

BAAN Holding Group Company

Consumer Cyclical / LodgingSaudi

$1.94

+0.03 (+1.57%)

Fairly Valued+0.0%Fair Value $1.94Fund rank 23/100 · Data gapFallback financials|
SA 8/F
F-Score: 3/9
High DebtDeclining RevenueLow Profitability

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 $185.5M · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

8/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Debt-to-Equity ratio is 431.25, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -72.3%, below the 5% threshold
Thesis & Journal · 1820.SRLocal privado en este navegador · BAAN Holding Group 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

$1.2B

P/E

N/A

•

EV/EBITDA

31.6x

↑

ROE

-7230.9%

↓

Gross Margin

17.3%

↓

Debt/Equity

431.25

↑
52-Week Range$2
$2$3

TradingView lightweight chart

1820.SR price, volumen y niveles de valoración

Último $1.940Periodo -88.6%
Fair value: $1.940

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

-3.4%

FCF CAGR

+54.5%

FCF margin

28.6%

FCF / Net income

-0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $649.0M · net income $-201.8M · FCF $185.5M

2022-FY → 2025-FY

Gross margin

17.3%-1.6% pts

Operating margin

-7.7%-2.5% pts

Net margin

-31.1%-19.8% pts

FCF margin

28.6%+21.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$649.0M$649.0M$678.7M$742.1M$720.9M
Net Income$-201.8M$-201.8M$5.3M$-89.8M$-81.5M
EBITDA$56.7M$56.7M$265.8M$185.0M$200.7M
EPS——0.02-0.29-0.26
Gross Margin17.3%17.3%27.3%25.3%18.9%
Operating Margin-7.7%-7.7%9.4%1.3%-5.2%
Net Margin-31.1%-31.1%0.8%-12.1%-11.3%
Balance Sheet
Debt/Equity431.25431.256.687.425.09
Current Ratio0.410.41———
Cash Flow
Free Cash Flow$185.5M$185.5M$217.1M$142.2M$50.3M
Returns
ROE-7230.9%-7230.9%2.6%-44.2%-28.1%
Valuation
P/E——125.00——
EV/EBITDA31.6331.638.0112.3410.20
P/B218.95218.953.813.992.12
Growth & Yield
Revenue Growth-4.4%-4.4%-8.5%2.9%—
EPS Growth——106.9%-11.5%—

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 -3.0%

Total return

-3.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → n/d

Residual

-3.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.0%

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.