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v0.1
4194.SR$41.04-0.82%
Fair $41.04+0.0%

4194.SR

Marketing Home Group Company for Trading Company

Industrials / Industrial DistributionSaudi

$41.04

-0.34 (-0.82%)

Fairly Valued+0.0%Fair Value $41.04Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $80.1M · quality 68.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4194.SRLocal privado en este navegador · Marketing Home Group Company for Trading 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

$657M

P/E

14.3x

↓

EV/EBITDA

7.4x

↓

ROE

17.3%

↑

Gross Margin

52.7%

↑

Debt/Equity

0.38

↑
52-Week Range$41
$40$93

TradingView lightweight chart

4194.SR price, volumen y niveles de valoración

Último $41.04Periodo -49.2%
Fair value: $41.04

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+2.6%

FCF CAGR

+77.4%

FCF margin

25.6%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $400.0M · net income $50.5M · FCF $102.5M

2024-FY → 2025-FY

Gross margin

52.7%-2.5% pts

Operating margin

16.7%-0.8% pts

Net margin

12.6%-1.6% pts

FCF margin

25.6%+10.8% pts
MetricTTM
2025
2024
Income Statement
Revenue$400.0M$400.0M$390.0M
Net Income$50.5M$50.5M$55.5M
EBITDA$94.9M$94.9M$94.5M
EPS3.153.153.47
Gross Margin52.7%52.7%55.2%
Operating Margin16.7%16.7%17.5%
Net Margin12.6%12.6%14.2%
Balance Sheet
Debt/Equity0.380.380.35
Current Ratio3.683.68—
Cash Flow
Free Cash Flow$102.5M$102.5M$57.8M
Returns
ROE17.3%17.3%17.7%
Valuation
P/E14.3514.35—
EV/EBITDA7.397.39—
P/B2.252.25—
Growth & Yield
Revenue Growth2.6%2.6%—
EPS Growth-9.2%-9.2%—
Dividend Yield10.9%10.9%—

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

5.0%

fácil

EPS terminal req.

$3.64

Spread vs growth

-14.2%

5Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$4.41

Spread vs growth

-16.1%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$7.10

Spread vs growth

-17.7%

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 · available periodreconcilia total -38.3%

Total return

-38.3%

Start / end P/E

23.3x → 13.0x

EPS bridge

3.47 → 3.15

Residual

+4.1%

EPS growth-9.2%
Multiple rerating-44.1%
Dividend+10.9%
Residual / FX / buybacks / cross-term+4.1%

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.