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4165.SR$141.30-0.21%
Fair $141.30+0.0%

4165.SR

4165.SR

Consumer Cyclical / Specialty RetailSaudi

$141.30

-0.30 (-0.21%)

Fairly Valued+0.0%Fair Value $141.30Fund rank 36/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9

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 $177.6M · quality 71.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

42/100

C

Piotroski

6/9

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 · 4165.SRLocal privado en este navegador · 4165.SR
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

$3.5B

P/E

17.1x

↑

EV/EBITDA

9.3x

↑

ROE

37.2%

↑

Gross Margin

65.5%

↑

Debt/Equity

0.35

↓
52-Week Range$141
$106$172

TradingView lightweight chart

4165.SR price, volumen y niveles de valoración

Último $141.30Periodo -11.0%
Fair value: $141.30

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

+19.5%

FCF CAGR

+90.7%

FCF margin

36.6%

FCF / Net income

1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10B · net income $217.6M · FCF $403.9M

2023-FY → 2025-FY

Gross margin

65.5%-0.9% pts

Operating margin

22.1%-0.0% pts

Net margin

19.7%+0.5% pts

FCF margin

36.6%+22.2% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$1.10B$1.10B$926.0M$772.5M
Net Income$217.6M$217.6M$157.0M$148.7M
EBITDA$377.4M$377.4M$300.3M$275.7M
EPS——6.285.95
Gross Margin65.5%65.5%65.8%66.4%
Operating Margin22.1%22.1%20.3%22.1%
Net Margin19.7%19.7%17.0%19.2%
Balance Sheet
Debt/Equity0.350.350.480.70
Current Ratio2.822.82——
Cash Flow
Free Cash Flow$403.9M$403.9M$177.6M$111.1M
Returns
ROE37.2%37.2%33.5%39.4%
Valuation
P/E17.1117.1123.82—
EV/EBITDA9.299.2913.10—
P/B6.056.057.99—
Growth & Yield
Revenue Growth19.2%19.2%19.9%—
EPS Growth——5.6%—
Dividend Yield2.8%2.8%——

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 +9.7%

Total return

+9.7%

Start / end P/E

n/dx → n/dx

EPS bridge

6.28 → n/d

Residual

+6.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term+6.9%

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.