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2284.SR$28.80-0.83%
Fair $28.80+0.0%

2284.SR

2284.SR

Consumer Defensive / Packaged FoodsSaudi

$28.80

-0.24 (-0.83%)

Fairly Valued+0.0%Fair Value $28.80Fund rank 29/100 · Data gapFallback financials|
SA 33/D
F-Score: 6/9
High Debt

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $168.6M · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

33/100

D

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.51, above the 2.0 threshold
Thesis & Journal · 2284.SRLocal privado en este navegador · 2284.SR
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

$2.3B

P/E

10.4x

↓

EV/EBITDA

9.5x

↑

ROE

69.3%

↑

Gross Margin

37.4%

↑

Debt/Equity

2.51

↑
52-Week Range$29
$25$36

TradingView lightweight chart

2284.SR price, volumen y niveles de valoración

Último $28.80Periodo -53.8%
Fair value: $28.80

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

+2.3%

FCF CAGR

-27.2%

FCF margin

11.8%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.05B · net income $223.8M · FCF $123.1M

2022-FY → 2025-FY

Gross margin

37.4%-0.1% pts

Operating margin

24.7%-2.9% pts

Net margin

21.4%-2.4% pts

FCF margin

11.8%-20.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.05B$1.05B$1.01B$938.6M$978.0M
Net Income$223.8M$223.8M$208.7M$201.8M$233.0M
EBITDA$323.2M$323.2M$317.3M$315.5M$324.4M
EPS——2.572.492.88
Gross Margin37.4%37.4%38.2%36.8%37.4%
Operating Margin24.7%24.7%25.6%27.8%27.5%
Net Margin21.4%21.4%20.6%21.5%23.8%
Balance Sheet
Debt/Equity2.512.513.363.194.66
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$123.1M$123.1M$168.6M$182.7M$319.2M
Returns
ROE69.3%69.3%79.5%81.5%130.6%
Valuation
P/E10.4310.4315.89——
EV/EBITDA9.519.5112.66——
P/B7.227.2212.63——
Growth & Yield
Revenue Growth3.1%3.1%8.1%-4.0%—
EPS Growth——3.2%-13.4%—
Dividend Yield6.9%6.9%———

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 -10.8%

Total return

-10.8%

Start / end P/E

n/dx → n/dx

EPS bridge

2.57 → n/d

Residual

-17.7%

EPS growthn/d
Multiple reratingn/d
Dividend+6.9%
Residual / FX / buybacks / cross-term-17.7%

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.