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4145.SR$23.68-0.17%
Fair $23.68+0.0%

4145.SR

Al Obeikan Glass Company

Industrials / Building Products & EquipmentSaudi

$23.68

-0.04 (-0.17%)

Fairly Valued+0.0%Fair Value $23.68Fund rank 32/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Declining RevenueMargin CompressionLow Profitability

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 24%

FCF escenarios

weak_data · normalized FCF $105.2M · quality 58.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

32/100

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: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 0.2%, below the 5% threshold
Thesis & Journal · 4145.SRLocal privado en este navegador · Al Obeikan Glass 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

$758M

P/E

592.0x

↑

EV/EBITDA

17.7x

↑

ROE

0.2%

↓

Gross Margin

32.1%

↑

Debt/Equity

0.16

↓
52-Week Range$24
$23$39

TradingView lightweight chart

4145.SR price, volumen y niveles de valoración

Último $23.68Periodo -65.0%
Fair value: $23.68

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-11.0%

FCF CAGR

—

FCF margin

-8.5%

FCF / Net income

-21.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $327.1M · net income $1.3M · FCF $-27.8M

2021-FY → 2024-FY

Gross margin

32.1%-22.2% pts

Operating margin

1.2%-38.6% pts

Net margin

0.4%-37.1% pts

FCF margin

-8.5%-42.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$327.1M$327.1M$394.0M$502.2M$463.2M
Net Income$1.3M$1.3M$67.7M$177.6M$173.7M
EBITDA$45.6M$45.6M$114.2M$228.4M$222.7M
EPS0.040.042.115.555.43
Gross Margin32.1%32.1%38.0%51.0%54.3%
Operating Margin1.2%1.2%20.5%37.5%39.8%
Net Margin0.4%0.4%17.2%35.4%37.5%
Balance Sheet
Debt/Equity0.160.160.070.160.56
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-27.8M$-27.8M$115.2M$105.2M$157.4M
Returns
ROE0.2%0.2%11.2%33.2%41.6%
Valuation
P/E592.00592.0024.6411.62—
EV/EBITDA17.6917.6914.209.30—
P/B1.411.412.763.85—
Growth & Yield
Revenue Growth-17.0%-17.0%-21.5%8.4%—
EPS Growth-98.1%-98.1%-62.0%2.2%—
Dividend Yield4.2%4.2%———

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

274.5%

muy exigente

EPS terminal req.

$2.10

Spread vs growth

-372.6%

5Y implied EPS CAGR

129.4%

muy exigente

EPS terminal req.

$2.54

Spread vs growth

-227.5%

10Y implied EPS CAGR

58.9%

muy exigente

EPS terminal req.

$4.09

Spread vs growth

-157.0%

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 -18.0%

Total return

-18.0%

Start / end P/E

14.4x → 592.0x

EPS bridge

2.11 → 0.04

Residual

-3926.3%

EPS growth-98.1%
Multiple rerating+4002.2%
Dividend+4.2%
Residual / FX / buybacks / cross-term-3926.3%

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.