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v0.1
4163.SR$48.02-1.03%
Fair $48.02+0.0%

4163.SR

Al-Dawaa Medical Services Company

Healthcare / Pharmaceutical RetailersSaudi

$48.02

-0.50 (-1.03%)

Fairly Valued+0.0%Fair Value $48.02Fund rank 34/100 · Data gapFallback financials|
SA 46/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $490.0M · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

46/100

C

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 · 4163.SRLocal privado en este navegador · Al-Dawaa Medical Services 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

$4.1B

P/E

11.2x

↓

EV/EBITDA

6.8x

↓

ROE

25.4%

↑

Gross Margin

35.5%

↓

Debt/Equity

1.44

↑
52-Week Range$48
$46$81

TradingView lightweight chart

4163.SR price, volumen y niveles de valoración

Último $48.14Periodo -35.2%
Fair value: $48.02

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

+8.6%

FCF CAGR

+9.1%

FCF margin

7.0%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.45B · net income $370.1M · FCF $454.6M

2021-FY → 2024-FY

Gross margin

35.5%-2.1% pts

Operating margin

8.3%+2.9% pts

Net margin

5.7%+1.0% pts

FCF margin

7.0%+0.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$6.45B$6.45B$5.74B$5.37B$5.03B
Net Income$370.1M$370.1M$329.2M$305.4M$239.1M
EBITDA$896.7M$896.7M$830.4M$789.4M$662.7M
EPS4.354.353.873.592.81
Gross Margin35.5%35.5%36.7%37.6%37.6%
Operating Margin8.3%8.3%8.7%7.0%5.4%
Net Margin5.7%5.7%5.7%5.7%4.8%
Balance Sheet
Debt/Equity1.441.441.752.402.22
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$454.6M$454.6M$502.1M$490.0M$350.0M
Returns
ROE25.4%25.4%25.1%27.9%24.2%
Valuation
P/E11.1911.1928.2720.61—
EV/EBITDA6.846.8413.9011.13—
P/B2.802.807.085.74—
Growth & Yield
Revenue Growth12.4%12.4%6.9%6.7%—
EPS Growth12.4%12.4%7.8%27.6%—
Dividend Yield6.5%6.5%———

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

-0.7%

fácil

EPS terminal req.

$4.26

Spread vs growth

13.1%

5Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$5.16

Spread vs growth

8.9%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$8.30

Spread vs growth

5.7%

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 -31.4%

Total return

-31.4%

Start / end P/E

20.1x → 11.1x

EPS bridge

3.87 → 4.35

Residual

-5.6%

EPS growth+12.4%
Multiple rerating-44.8%
Dividend+6.5%
Residual / FX / buybacks / cross-term-5.6%

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.