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2285.SR$48.22-0.33%
Fair $48.22+0.0%

2285.SR

2285.SR

Consumer Defensive / Farm ProductsSaudi

$48.22

-0.16 (-0.33%)

Fairly Valued+0.0%Fair Value $48.22Fund rank 38/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $346.4M · quality 76.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 97/100Data 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

58/100

C

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2285.SRLocal privado en este navegador · 2285.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

$2.5B

P/E

9.6x

↓

EV/EBITDA

8.3x

↓

ROE

19.1%

↑

Gross Margin

47.2%

↑

Debt/Equity

0.77

↑
52-Week Range$48
$36$50

TradingView lightweight chart

2285.SR price, volumen y niveles de valoración

Último $48.22Periodo -26.7%
Fair value: $48.22

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

+7.6%

FCF CAGR

+3.6%

FCF margin

37.3%

FCF / Net income

1.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $997.7M · net income $237.0M · FCF $372.1M

2023-FY → 2025-FY

Gross margin

47.2%-2.1% pts

Operating margin

30.6%-4.9% pts

Net margin

23.8%+0.5% pts

FCF margin

37.3%-2.9% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$997.7M$997.7M$973.9M$862.1M
Net Income$237.0M$237.0M$213.6M$200.3M
EBITDA$385.1M$385.1M$380.5M$398.3M
EPS——4.163.90
Gross Margin47.2%47.2%46.3%49.3%
Operating Margin30.6%30.6%30.6%35.5%
Net Margin23.8%23.8%21.9%23.2%
Balance Sheet
Debt/Equity0.770.771.091.66
Current Ratio2.752.75——
Cash Flow
Free Cash Flow$372.1M$372.1M$325.8M$346.4M
Returns
ROE19.1%19.1%20.6%24.3%
Valuation
P/E9.619.6111.54—
EV/EBITDA8.308.309.10—
P/B1.991.992.38—
Growth & Yield
Revenue Growth2.4%2.4%13.0%—
EPS Growth——6.6%—
Dividend Yield2.1%2.1%——

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 +17.6%

Total return

+17.6%

Start / end P/E

n/dx → n/dx

EPS bridge

4.16 → n/d

Residual

+15.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term+15.5%

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.