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2081.SR$121.30-1.94%
Fair $121.30+0.0%

2081.SR

Alkhorayef Water and Power Technologies Company

Utilities / Utilities - Regulated WaterSaudi

$121.30

-2.40 (-1.94%)

Fairly Valued+0.0%Fair Value $121.30Fund rank 22/100 · Data gapFallback financials|
SA 34/D
F-Score: 1/9

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 $-50.1M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

34/100

D

Piotroski

1/9

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 · 2081.SRLocal privado en este navegador · Alkhorayef Water and Power Technologies 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

$4.2B

P/E

16.2x

↑

EV/EBITDA

12.6x

↑

ROE

27.9%

↑

Gross Margin

18.6%

↓

Debt/Equity

1.08

↑
52-Week Range$121
$109$157

TradingView lightweight chart

2081.SR price, volumen y niveles de valoración

Último $121.30Periodo +47.9%
Fair value: $121.30

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

+44.4%

FCF CAGR

—

FCF margin

-12.0%

FCF / Net income

-1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.47B · net income $255.7M · FCF $-296.8M

2022-FY → 2025-FY

Gross margin

18.6%-4.1% pts

Operating margin

12.1%-5.3% pts

Net margin

10.3%-2.7% pts

FCF margin

-12.0%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.47B$2.47B$1.95B$1.68B$822.0M
Net Income$255.7M$255.7M$230.0M$140.0M$107.4M
EBITDA$395.4M$395.4M$350.7M$245.4M$172.5M
EPS——6.574.003.07
Gross Margin18.6%18.6%19.7%15.7%22.8%
Operating Margin12.1%12.1%16.3%12.2%17.4%
Net Margin10.3%10.3%11.8%8.3%13.1%
Balance Sheet
Debt/Equity1.081.080.901.021.28
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-296.8M$-296.8M$103.8M$-50.1M$-156.5M
Returns
ROE27.9%27.9%29.6%26.0%27.0%
Valuation
P/E16.2216.2222.8035.1435.35
EV/EBITDA12.5812.5816.0322.0024.48
P/B4.644.646.759.159.56
Growth & Yield
Revenue Growth26.7%26.7%16.2%104.3%—
EPS Growth——64.3%30.2%—
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%
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 -8.5%

Total return

-8.5%

Start / end P/E

n/dx → n/dx

EPS bridge

6.57 → n/d

Residual

-9.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-9.9%

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.