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2286.SR$4.13+0.24%
Fair $4.13+0.0%

2286.SR

2286.SR

Consumer Defensive / Farm ProductsSaudi

$4.13

+0.01 (+0.24%)

Fairly Valued+0.0%Fair Value $4.13Fund rank 38/100 · Data gapFallback financials|
SA 49/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $198.2M · quality 78.7/100

Data gap 38/100
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

49/100

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 · 2286.SRLocal privado en este navegador · 2286.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

$2.2B

P/E

11.2x

↓

EV/EBITDA

9.1x

↑

ROE

25.3%

↑

Gross Margin

46.4%

↑

Debt/Equity

0.47

↑
52-Week Range$4
$3$4

TradingView lightweight chart

2286.SR price, volumen y niveles de valoración

Último $4.130Periodo -22.1%
Fair value: $4.130

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

+8.8%

FCF CAGR

+12.3%

FCF margin

30.0%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $660.4M · net income $200.8M · FCF $198.2M

2023-FY → 2025-FY

Gross margin

46.4%+2.3% pts

Operating margin

32.1%+2.7% pts

Net margin

30.4%+4.8% pts

FCF margin

30.0%+1.9% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$660.4M$660.4M$617.5M$558.1M
Net Income$200.8M$200.8M$170.9M$142.8M
EBITDA$278.0M$278.0M$250.7M$220.4M
EPS——0.320.26
Gross Margin46.4%46.4%45.8%44.1%
Operating Margin32.1%32.1%32.1%29.4%
Net Margin30.4%30.4%27.7%25.6%
Balance Sheet
Debt/Equity0.470.470.550.59
Current Ratio2.172.17——
Cash Flow
Free Cash Flow$198.2M$198.2M$253.4M$157.1M
Returns
ROE25.3%25.3%24.0%20.9%
Valuation
P/E11.1611.1612.53—
EV/EBITDA9.159.159.72—
P/B2.812.813.04—
Growth & Yield
Revenue Growth7.0%7.0%10.6%—
EPS Growth——21.0%—
Dividend Yield6.3%6.3%——

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 +15.6%

Total return

+15.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.32 → n/d

Residual

+9.3%

EPS growthn/d
Multiple reratingn/d
Dividend+6.3%
Residual / FX / buybacks / cross-term+9.3%

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.