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v0.1
2090.SR$14.44+1.50%
Fair $14.44+0.0%

2090.SR

National Gypsum Company

Basic Materials / Building MaterialsSaudi

$14.44

+0.21 (+1.50%)

Fairly Valued+0.0%Fair Value $14.44Fund rank 31/100 · Data gapFallback financials|
SA 17/F
F-Score: 2/9
Low 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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-33.0M · quality 70.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

17/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -9.9%, below the 5% threshold
Thesis & Journal · 2090.SRLocal privado en este navegador · National Gypsum 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

$457M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-9.9%

↓

Gross Margin

0.9%

↓

Debt/Equity

0.12

↓
52-Week Range$14
$13$24

TradingView lightweight chart

2090.SR price, volumen y niveles de valoración

Último $14.20Periodo -64.3%
Fair value: $14.44

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

—

FCF margin

-58.9%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.6M · net income $-30.8M · FCF $-35.7M

2022-FY → 2025-FY

Gross margin

0.9%-13.2% pts

Operating margin

-22.2%-7.8% pts

Net margin

-50.8%-39.1% pts

FCF margin

-58.9%-48.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.6M$60.6M$63.3M$51.9M$54.7M
Net Income$-30.8M$-30.8M$-12.7M$5.1M$-6.4M
EBITDA$-18.4M$-18.4M$-331063.00$20.0M$8.6M
EPS——-0.400.16-0.20
Gross Margin0.9%0.9%11.5%16.6%14.1%
Operating Margin-22.2%-22.2%-9.8%-11.8%-14.3%
Net Margin-50.8%-50.8%-20.0%9.9%-11.8%
Balance Sheet
Debt/Equity0.120.120.020.020.02
Cash Flow
Free Cash Flow$-35.7M$-35.7M$-33.0M$-11.3M$-5.9M
Returns
ROE-9.9%-9.9%-3.7%1.4%-1.8%
Valuation
P/E———150.50—
EV/EBITDA———37.9382.59
P/B1.471.472.022.112.10
Growth & Yield
Revenue Growth-4.3%-4.3%22.0%-5.2%—
EPS Growth——-350.0%180.0%—

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 -28.6%

Total return

-28.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.40 → n/d

Residual

-28.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.6%

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.