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4016.SR$60.25+0.76%
Fair $60.25+0.0%

4016.SR

Middle East Pharmaceutical Industries Company

Healthcare / Drug Manufacturers - Specialty & GenericSaudi

$60.25

+0.45 (+0.76%)

Fairly Valued+0.0%Fair Value $60.25Fund rank 34/100 · Data gapFallback financials|
SA 53/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $54.1M · quality 66.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

53/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 4016.SRLocal privado en este navegador · Middle East Pharmaceutical Industries 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

$2.1B

P/E

20.2x

↓

EV/EBITDA

16.7x

↑

ROE

23.3%

↑

Gross Margin

62.3%

↑

Debt/Equity

0.15

↓
52-Week Range$60
$54$79

TradingView lightweight chart

4016.SR price, volumen y niveles de valoración

Último $59.45Periodo -20.0%
Fair value: $60.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+16.6%

FCF CAGR

-6.3%

FCF margin

11.8%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $460.5M · net income $97.0M · FCF $54.1M

2023-FY → 2025-FY

Gross margin

62.3%+2.0% pts

Operating margin

23.7%+0.1% pts

Net margin

21.1%+1.6% pts

FCF margin

11.8%-6.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$460.5M$460.5M$394.0M$338.4M
Net Income$97.0M$97.0M$79.8M$65.8M
EBITDA$128.4M$128.4M$106.9M$90.2M
EPS2.772.772.281.88
Gross Margin62.3%62.3%61.8%60.3%
Operating Margin23.7%23.7%23.1%23.6%
Net Margin21.1%21.1%20.3%19.5%
Balance Sheet
Debt/Equity0.150.150.170.20
Current Ratio2.852.85——
Cash Flow
Free Cash Flow$54.1M$54.1M$12.1M$61.7M
Returns
ROE23.3%23.3%21.7%21.5%
Valuation
P/E20.2220.2230.33—
EV/EBITDA16.6516.6523.02—
P/B5.075.076.57—
Growth & Yield
Revenue Growth16.9%16.9%16.4%—
EPS Growth21.6%21.6%21.2%—
Dividend Yield2.3%2.3%——

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

24.5%

exigente

EPS terminal req.

$5.35

Spread vs growth

-2.9%

5Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$6.47

Spread vs growth

3.1%

10Y implied EPS CAGR

14.2%

razonable

EPS terminal req.

$10.42

Spread vs growth

7.4%

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 -12.9%

Total return

-12.9%

Start / end P/E

30.8x → 21.5x

EPS bridge

2.28 → 2.77

Residual

-6.5%

EPS growth+21.6%
Multiple rerating-30.3%
Dividend+2.3%
Residual / FX / buybacks / cross-term-6.5%

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.