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2222.SR$27.36-0.65%
Fair $27.36+0.0%

2222.SR

Saudi Arabian Oil Company

Energy / Oil & Gas IntegratedSaudi

$27.36

-0.18 (-0.65%)

Fairly Valued+0.0%Fair Value $27.36Fund rank 37/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Declining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $320.4B · quality 82.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

42/100

C

Piotroski

4/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 2222.SRLocal privado en este navegador · Saudi Arabian Oil 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

$6.62T

P/E

17.8x

↑

EV/EBITDA

8.3x

↑

ROE

23.3%

↑

Gross Margin

50.2%

↑

Debt/Equity

0.24

↓
52-Week Range$27
$23$28

TradingView lightweight chart

2222.SR price, volumen y niveles de valoración

Último $27.36Periodo -5.9%
Fair value: $27.36

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

-9.7%

FCF CAGR

-16.8%

FCF margin

19.2%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.67T · net income $348.04B · FCF $320.35B

2022-FY → 2025-FY

Gross margin

50.2%-19.6% pts

Operating margin

44.2%-6.2% pts

Net margin

20.8%-5.5% pts

FCF margin

19.2%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1671.20B$1671.20B$1801.67B$1856.37B$2266.37B
Net Income$348.04B$348.04B$393.89B$452.75B$597.22B
EBITDA$807.04B$807.04B$884.23B$993.29B$1253.46B
EPS1.441.441.631.872.47
Gross Margin50.2%50.2%49.4%51.7%69.8%
Operating Margin44.2%44.2%43.7%46.8%50.5%
Net Margin20.8%20.8%21.9%24.4%26.4%
Balance Sheet
Debt/Equity0.240.240.220.190.27
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$320.35B$320.35B$320.00B$379.51B$556.99B
Returns
ROE23.3%23.3%27.0%29.5%41.2%
Valuation
P/E17.7717.7717.2117.7811.59
EV/EBITDA8.358.357.798.195.66
P/B4.444.444.655.244.78
Growth & Yield
Revenue Growth-7.2%-7.2%-2.9%-18.1%—
EPS Growth-11.7%-11.7%-12.8%-24.3%—
Dividend Yield4.9%4.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$2.43

Spread vs growth

-30.7%

5Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$2.94

Spread vs growth

-27.0%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$4.73

Spread vs growth

-24.3%

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 +14.4%

Total return

+14.4%

Start / end P/E

15.3x → 19.0x

EPS bridge

1.63 → 1.44

Residual

-2.8%

EPS growth-11.7%
Multiple rerating+23.9%
Dividend+4.9%
Residual / FX / buybacks / cross-term-2.8%

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.