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3905.KL$3.00+0.00%
Fair $3.00+0.0%

3905.KL

Mulpha International Bhd

Industrials / ConglomeratesKuala Lumpur

$3.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.00Fund rank 25/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $-218.0M · quality 52.3/100

Data gap 25/100
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

58/100

C

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 3905.KLLocal privado en este navegador · Mulpha International Bhd
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

$919M

P/E

2.2x

↓

EV/EBITDA

3.2x

↓

ROE

10.7%

↑

Gross Margin

53.8%

↑

Debt/Equity

0.48

↑
52-Week Range$3
$3$3

TradingView lightweight chart

3905.KL price, volumen y niveles de valoración

Último $3.000Periodo -65.1%
Fair value: $3.000

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

+17.9%

FCF CAGR

—

FCF margin

0.6%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.59B · net income $399.0M · FCF $10.0M

2022-FY → 2025-FY

Gross margin

53.8%-21.2% pts

Operating margin

2.3%-4.0% pts

Net margin

25.1%+16.3% pts

FCF margin

0.6%+28.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.59B$1.59B$1.03B$1.20B$970.9M
Net Income$399.0M$399.0M$71.0M$110.0M$84.9M
EBITDA$732.0M$732.0M$294.0M$311.0M$237.8M
EPS1.321.320.230.350.27
Gross Margin53.8%53.8%71.6%67.2%75.0%
Operating Margin2.3%2.3%-11.0%-2.7%6.4%
Net Margin25.1%25.1%6.9%9.2%8.7%
Balance Sheet
Debt/Equity0.480.480.690.630.57
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$10.0M$10.0M$-401.0M$-218.0M$-270.7M
Returns
ROE10.7%10.7%2.1%3.1%2.4%
Valuation
P/E2.222.2210.906.688.03
EV/EBITDA3.193.1910.208.7610.54
P/B0.250.250.230.200.19
Growth & Yield
Revenue Growth54.0%54.0%-14.0%23.7%—
EPS Growth477.9%477.9%-35.1%29.0%—

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

-41.4%

fácil

EPS terminal req.

$0.27

Spread vs growth

519.3%

5Y implied EPS CAGR

-24.6%

fácil

EPS terminal req.

$0.32

Spread vs growth

502.5%

10Y implied EPS CAGR

-8.9%

fácil

EPS terminal req.

$0.52

Spread vs growth

486.8%

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 -5.1%

Total return

-5.1%

Start / end P/E

13.8x → 2.3x

EPS bridge

0.23 → 1.32

Residual

-399.4%

EPS growth+477.9%
Multiple rerating-83.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-399.4%

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.