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4008.SR$23.00-0.65%
Fair $23.00+0.0%

4008.SR

Saudi Company for Hardware SACO

Consumer Cyclical / Specialty RetailSaudi

$23.00

-0.15 (-0.65%)

Fairly Valued+0.0%Fair Value $23.00Fund rank 27/100 · Data gapFallback financials|
SA 31/D
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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $79.4M · quality 43.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

31/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4008.SRLocal privado en este navegador · Saudi Company for Hardware SACO
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

$681M

P/E

19.3x

↑

EV/EBITDA

5.4x

↓

ROE

12.3%

↑

Gross Margin

15.2%

↓

Debt/Equity

0.75

↑
52-Week Range$23
$21$33

TradingView lightweight chart

4008.SR price, volumen y niveles de valoración

Último $23.00Periodo -63.7%
Fair value: $23.00

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

-2.1%

FCF CAGR

-16.5%

FCF margin

7.4%

FCF / Net income

1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.07B · net income $45.6M · FCF $79.4M

2022-FY → 2025-FY

Gross margin

15.2%+9.2% pts

Operating margin

2.6%+12.3% pts

Net margin

4.3%+16.8% pts

FCF margin

7.4%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.07B$1.07B$993.6M$930.1M$1.14B
Net Income$45.6M$45.6M$-14.1M$-69.0M$-142.5M
EBITDA$179.5M$179.5M$114.8M$66.1M$21.6M
EPS——-0.39-1.92-3.96
Gross Margin15.2%15.2%14.2%11.2%5.9%
Operating Margin2.6%2.6%1.8%-4.3%-9.8%
Net Margin4.3%4.3%-1.4%-7.4%-12.5%
Balance Sheet
Debt/Equity0.750.751.511.191.41
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$79.4M$79.4M$-37.8M$102.0M$136.5M
Returns
ROE12.3%12.3%-4.3%-20.1%-34.4%
Valuation
P/E19.3319.33———
EV/EBITDA5.385.3814.5629.8072.97
P/B1.941.943.634.582.45
Growth & Yield
Revenue Growth7.4%7.4%6.8%-18.2%—
EPS Growth——79.7%51.5%—
Dividend Yield1.1%1.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -18.1%

Total return

-18.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.39 → n/d

Residual

-19.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-19.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.