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v0.1
2084.SR$15.71-0.57%
Fair $15.71+0.0%

2084.SR

Miahona Company Limited

Industrials / ConglomeratesSaudi

$15.71

-0.09 (-0.57%)

Fairly Valued+0.0%Fair Value $15.71Fund rank 34/100 · Data gapFallback financials|
SA 27/D
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $121.4M · quality 63.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

27/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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.
Thesis & Journal · 2084.SRLocal privado en este navegador · Miahona Company Limited
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

$2.5B

P/E

174.6x

↑

EV/EBITDA

17.2x

↑

ROE

15.3%

↑

Gross Margin

16.2%

↓

Debt/Equity

1.75

↑
52-Week Range$16
$14$28

TradingView lightweight chart

2084.SR price, volumen y niveles de valoración

Último $15.71Periodo -11.0%
Fair value: $15.71

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+46.8%

FCF CAGR

+20.6%

FCF margin

17.6%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $699.7M · net income $72.4M · FCF $123.4M

2023-FY → 2025-FY

Gross margin

16.2%-11.8% pts

Operating margin

12.0%-9.7% pts

Net margin

10.4%-7.1% pts

FCF margin

17.6%-8.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$699.7M$699.7M$385.1M$324.5M
Net Income$72.4M$72.4M$40.7M$56.7M
EBITDA$177.7M$177.7M$138.2M$141.1M
EPS——0.250.35
Gross Margin16.2%16.2%22.5%28.0%
Operating Margin12.0%12.0%14.2%21.7%
Net Margin10.4%10.4%10.6%17.5%
Balance Sheet
Debt/Equity1.751.751.161.16
Current Ratio1.301.30——
Cash Flow
Free Cash Flow$123.4M$123.4M$121.4M$84.8M
Returns
ROE15.3%15.3%9.2%14.4%
Valuation
P/E174.56174.56110.20—
EV/EBITDA17.1917.1934.73—
P/B5.335.3310.02—
Growth & Yield
Revenue Growth81.7%81.7%18.7%—
EPS Growth——-29.1%—
Dividend Yield0.9%0.9%——

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 -31.0%

Total return

-31.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.25 → n/d

Residual

-32.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term-32.0%

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.