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3379.KL$0.90+1.13%
Fair $0.90+0.0%

3379.KL

Insas Berhad

Financial Services / Capital MarketsKuala Lumpur

$0.90

+0.01 (+1.13%)

Fairly Valued+0.0%Fair Value $0.90Fund rank 28/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 18.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

57/100

C

Piotroski

4/9

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); financial Book/ROE targets are disabled until manually verified. ROE is 3.8%, below the 5% threshold
Thesis & Journal · 3379.KLLocal privado en este navegador · Insas Berhad
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

$621M

P/E

5.6x

↓

EV/EBITDA

5.0x

↓

ROE

3.8%

↓

Gross Margin

59.9%

↑

Debt/Equity

0.12

↓
52-Week Range$1
$1$1

TradingView lightweight chart

3379.KL price, volumen y niveles de valoración

Último $0.895Periodo -11.4%
Fair value: $0.895

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

+4.3%

FCF CAGR

—

FCF margin

-40.1%

FCF / Net income

-1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $245.5M · net income $93.9M · FCF $-98.6M

2022-FY → 2025-FY

Gross margin

59.9%+5.3% pts

Operating margin

14.5%-1.7% pts

Net margin

38.3%-61.2% pts

FCF margin

-40.1%-24.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$245.5M$245.5M$291.8M$216.8M$216.4M
Net Income$93.9M$93.9M$82.6M$122.8M$215.1M
EBITDA$145.9M$145.9M$128.3M$164.1M$255.0M
EPS0.140.140.120.190.32
Gross Margin59.9%59.9%43.9%39.4%54.6%
Operating Margin14.5%14.5%10.8%6.6%16.3%
Net Margin38.3%38.3%28.3%56.6%99.4%
Balance Sheet
Debt/Equity0.120.120.100.110.13
Current Ratio3.903.90———
Cash Flow
Free Cash Flow$-98.6M$-98.6M$110.9M$151.4M$-35.0M
Returns
ROE3.8%3.8%3.4%5.2%9.8%
Valuation
P/E5.595.599.104.382.39
EV/EBITDA4.974.976.404.282.55
P/B0.250.250.310.230.23
Growth & Yield
Revenue Growth-15.8%-15.8%34.6%0.2%—
EPS Growth15.4%15.4%-35.3%-42.6%—
Dividend Yield3.4%3.4%———

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

-16.9%

fácil

EPS terminal req.

$0.08

Spread vs growth

32.2%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$0.10

Spread vs growth

22.4%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$0.15

Spread vs growth

14.2%

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 +6.2%

Total return

+6.2%

Start / end P/E

7.3x → 6.5x

EPS bridge

0.12 → 0.14

Residual

-1.7%

EPS growth+15.4%
Multiple rerating-10.8%
Dividend+3.4%
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.