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3010.SR$22.77+0.04%
Fair $22.77+0.0%

3010.SR

Arabian Cement Company

Basic Materials / Building MaterialsSaudi

$22.77

+0.01 (+0.04%)

Fairly Valued+0.0%Fair Value $22.77Fund rank 37/100 · Data gapFallback financials|
SA 55/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $158.5M · quality 80.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

55/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 3010.SRLocal privado en este navegador · Arabian Cement 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

$2.3B

P/E

11.7x

↓

EV/EBITDA

6.2x

↓

ROE

6.4%

↑

Gross Margin

24.1%

↑

Debt/Equity

0.01

↓
52-Week Range$23
$20$24

TradingView lightweight chart

3010.SR price, volumen y niveles de valoración

Último $22.77Periodo -33.2%
Fair value: $22.77

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

+3.0%

FCF CAGR

-5.8%

FCF margin

14.9%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.06B · net income $165.0M · FCF $158.5M

2022-FY → 2025-FY

Gross margin

24.1%-4.2% pts

Operating margin

17.3%-2.6% pts

Net margin

15.5%-3.1% pts

FCF margin

14.9%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.06B$1.06B$857.9M$875.8M$970.9M
Net Income$165.0M$165.0M$160.1M$139.6M$181.0M
EBITDA$352.4M$352.4M$355.1M$330.8M$367.5M
EPS1.651.651.601.401.81
Gross Margin24.1%24.1%28.0%23.6%28.3%
Operating Margin17.3%17.3%20.3%15.5%19.9%
Net Margin15.5%15.5%18.7%15.9%18.6%
Balance Sheet
Debt/Equity0.010.010.030.060.09
Current Ratio5.225.22———
Cash Flow
Free Cash Flow$158.5M$158.5M$132.7M$221.4M$189.9M
Returns
ROE6.4%6.4%6.2%5.4%6.9%
Valuation
P/E11.7411.7415.1323.8619.83
EV/EBITDA6.226.226.689.909.69
P/B0.880.880.941.301.36
Growth & Yield
Revenue Growth23.8%23.8%-2.0%-9.8%—
EPS Growth3.1%3.1%14.3%-22.7%—
Dividend Yield6.6%6.6%———

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

7.0%

razonable

EPS terminal req.

$2.02

Spread vs growth

-3.9%

5Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$2.44

Spread vs growth

-5.1%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$3.94

Spread vs growth

-6.0%

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 +3.7%

Total return

+3.7%

Start / end P/E

14.7x → 13.8x

EPS bridge

1.60 → 1.65

Residual

-0.2%

EPS growth+3.1%
Multiple rerating-5.8%
Dividend+6.6%
Residual / FX / buybacks / cross-term-0.2%

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.