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4001.SR$5.93+0.34%
Fair $5.93+0.0%

4001.SR

Abdullah Al-Othaim Markets Company

Consumer Defensive / Grocery StoresSaudi

$5.93

+0.02 (+0.34%)

Fairly Valued+0.0%Fair Value $5.93Fund rank 28/100 · Data gapFallback financials|
SA 29/D
F-Score: 3/9
High Debt

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 $317.0M · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

29/100

D

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: 1unknown: 4
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. Debt-to-Equity ratio is 2.46, above the 2.0 threshold
Thesis & Journal · 4001.SRLocal privado en este navegador · Abdullah Al-Othaim Markets 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

$5.3B

P/E

22.8x

↑

EV/EBITDA

9.2x

↑

ROE

20.4%

↑

Gross Margin

22.2%

↓

Debt/Equity

2.46

↑
52-Week Range$6
$6$8

TradingView lightweight chart

4001.SR price, volumen y niveles de valoración

Último $5.930Periodo +321.7%
Fair value: $5.930

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

+5.1%

FCF CAGR

-16.5%

FCF margin

3.9%

FCF / Net income

1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.09B · net income $250.1M · FCF $430.0M

2022-FY → 2025-FY

Gross margin

22.2%+0.4% pts

Operating margin

2.2%-0.7% pts

Net margin

2.3%-9.0% pts

FCF margin

3.9%-3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.09B$11.09B$10.76B$10.23B$9.55B
Net Income$250.1M$250.1M$511.0M$482.0M$1.08B
EBITDA$901.8M$901.8M$1.09B$996.7M$1.56B
EPS0.280.280.570.541.20
Gross Margin22.2%22.2%22.4%22.2%21.8%
Operating Margin2.2%2.2%3.2%3.3%3.0%
Net Margin2.3%2.3%4.7%4.7%11.3%
Balance Sheet
Debt/Equity2.462.462.031.451.17
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$430.0M$430.0M$317.0M$294.8M$737.8M
Returns
ROE20.4%20.4%37.2%34.1%73.4%
Valuation
P/E22.8122.8118.3225.448.82
EV/EBITDA9.159.1511.1214.187.01
P/B4.354.356.848.686.48
Growth & Yield
Revenue Growth3.0%3.0%5.2%7.2%—
EPS Growth-50.9%-50.9%5.6%-55.0%—
Dividend Yield6.1%6.1%———

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

23.4%

exigente

EPS terminal req.

$0.53

Spread vs growth

-74.3%

5Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$0.64

Spread vs growth

-68.7%

10Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$1.03

Spread vs growth

-64.7%

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 -20.9%

Total return

-20.9%

Start / end P/E

14.2x → 21.2x

EPS bridge

0.57 → 0.28

Residual

-24.8%

EPS growth-50.9%
Multiple rerating+48.7%
Dividend+6.1%
Residual / FX / buybacks / cross-term-24.8%

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.