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v0.1
3040.SR$46.14+0.09%
Fair $46.14+0.0%

3040.SR

Qassim Cement Company

Basic Materials / Building MaterialsSaudi

$46.14

+0.04 (+0.09%)

Fairly Valued+0.0%Fair Value $46.14Fund rank 26/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-19.7M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

51/100

C

Piotroski

3/9

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 · 3040.SRLocal privado en este navegador · Qassim 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

$5.1B

P/E

21.1x

↑

EV/EBITDA

12.1x

↑

ROE

9.8%

↑

Gross Margin

23.0%

↑

Debt/Equity

0.04

↓
52-Week Range$46
$41$52

TradingView lightweight chart

3040.SR price, volumen y niveles de valoración

Último $46.14Periodo -37.4%
Fair value: $46.14

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

+18.7%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.13B · net income $259.9M · FCF $-39.6M

2022-FY → 2025-FY

Gross margin

23.0%-4.8% pts

Operating margin

23.5%-0.3% pts

Net margin

22.9%+3.7% pts

FCF margin

-3.5%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.13B$1.13B$967.6M$583.6M$678.5M
Net Income$259.9M$259.9M$287.5M$142.0M$130.5M
EBITDA$419.9M$419.9M$421.8M$219.6M$228.5M
EPS2.372.372.851.581.45
Gross Margin23.0%23.0%33.6%25.9%27.8%
Operating Margin23.5%23.5%31.0%20.5%23.7%
Net Margin22.9%22.9%29.7%24.3%19.2%
Balance Sheet
Debt/Equity0.040.040.000.000.00
Current Ratio3.713.71———
Cash Flow
Free Cash Flow$-39.6M$-39.6M$250.7M$-19.7M$10.5M
Returns
ROE9.8%9.8%10.5%9.0%7.8%
Valuation
P/E21.0721.0718.1140.1949.10
EV/EBITDA12.0612.0611.6925.8427.83
P/B1.911.911.903.623.85
Growth & Yield
Revenue Growth17.1%17.1%65.8%-14.0%—
EPS Growth-16.8%-16.8%80.4%9.0%—
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%

3Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$4.09

Spread vs growth

-36.8%

5Y implied EPS CAGR

15.9%

exigente

EPS terminal req.

$4.95

Spread vs growth

-32.7%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$7.98

Spread vs growth

-29.7%

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 -1.3%

Total return

-1.3%

Start / end P/E

17.6x → 19.5x

EPS bridge

2.85 → 2.37

Residual

-1.7%

EPS growth-16.8%
Multiple rerating+10.3%
Dividend+6.9%
Residual / FX / buybacks / cross-term-1.7%

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.