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4262.SR$35.12-0.73%
Fair $35.12+0.0%

4262.SR

Lumi Rental Company

Industrials / Rental & Leasing ServicesSaudi

$35.12

-0.26 (-0.73%)

Fairly Valued+0.0%Fair Value $35.12Fund rank 20/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-232.6M · quality 33.3/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

5/9

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 · 4262.SRLocal privado en este navegador · Lumi Rental 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

$1.9B

P/E

9.2x

↓

EV/EBITDA

5.2x

↓

ROE

14.9%

↑

Gross Margin

28.2%

↑

Debt/Equity

1.40

↑
52-Week Range$35
$34$65

TradingView lightweight chart

4262.SR price, volumen y niveles de valoración

Último $35.12Periodo -59.1%
Fair value: $35.12

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+40.7%

FCF CAGR

—

FCF margin

-15.0%

FCF / Net income

-1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.55B · net income $180.3M · FCF $-232.6M

2022-FY → 2024-FY

Gross margin

28.2%-5.0% pts

Operating margin

20.7%-5.9% pts

Net margin

11.6%-6.7% pts

FCF margin

-15.0%-3.7% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$1.55B$1.55B$1.11B$782.6M
Net Income$180.3M$180.3M$160.6M$143.7M
EBITDA$698.4M$698.4M$499.1M$434.7M
EPS3.283.282.922.61
Gross Margin28.2%28.2%34.4%33.2%
Operating Margin20.7%20.7%22.8%26.6%
Net Margin11.6%11.6%14.5%18.4%
Balance Sheet
Debt/Equity1.401.401.410.67
Current Ratio0.500.50——
Cash Flow
Free Cash Flow$-232.6M$-232.6M$-818.0M$-88.8M
Returns
ROE14.9%14.9%15.7%17.0%
Valuation
P/E9.229.2234.38—
EV/EBITDA5.165.1613.88—
P/B1.591.595.39—
Growth & Yield
Revenue Growth40.2%40.2%41.3%—
EPS Growth12.3%12.3%11.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$3.12

Spread vs growth

14.0%

5Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$3.77

Spread vs growth

9.5%

10Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$6.07

Spread vs growth

6.0%

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 -41.9%

Total return

-41.9%

Start / end P/E

20.7x → 10.7x

EPS bridge

2.92 → 3.28

Residual

-5.9%

EPS growth+12.3%
Multiple rerating-48.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.9%

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.