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4291.SR$121.20+3.02%
Fair $121.20+0.0%

4291.SR

National Company for Learning and Education

Consumer Defensive / Education & Training ServicesSaudi

$121.20

+3.50 (+3.02%)

Fairly Valued+0.0%Fair Value $121.20Fund rank 38/100 · Data gapFallback financials|
SA 43/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 $94.5M · quality 79.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

43/100

C

Piotroski

7/9

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 · 4291.SRLocal privado en este navegador · National Company for Learning and Education
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

$5.2B

P/E

28.5x

↑

EV/EBITDA

36.0x

↑

ROE

14.4%

↑

Gross Margin

40.4%

↑

Debt/Equity

0.47

↑
52-Week Range$121
$106$183

TradingView lightweight chart

4291.SR price, volumen y niveles de valoración

Último $119.50Periodo +497.5%
Fair value: $121.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

+59.2%

FCF CAGR

+30.8%

FCF margin

29.1%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $446.5M · net income $101.8M · FCF $130.0M

2021-FY → 2023-FY

Gross margin

40.4%+6.7% pts

Operating margin

26.3%+7.2% pts

Net margin

22.8%+8.9% pts

FCF margin

29.1%-14.0% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$446.5M$446.5M$308.5M$176.1M
Net Income$101.8M$101.8M$71.0M$24.5M
EBITDA$149.1M$149.1M$106.7M$48.6M
EPS2.372.371.650.57
Gross Margin40.4%40.4%38.7%33.7%
Operating Margin26.3%26.3%26.9%19.2%
Net Margin22.8%22.8%23.0%13.9%
Balance Sheet
Debt/Equity0.470.470.240.17
Current Ratio0.710.71——
Cash Flow
Free Cash Flow$130.0M$130.0M$94.5M$75.9M
Returns
ROE14.4%14.4%10.9%4.0%
Valuation
P/E28.5228.5233.76120.18
EV/EBITDA36.0236.0222.2959.90
P/B7.407.403.684.79
Growth & Yield
Revenue Growth44.7%44.7%75.2%—
EPS Growth43.6%43.6%189.5%—
Dividend Yield2.1%2.1%——

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

65.6%

muy exigente

EPS terminal req.

$10.75

Spread vs growth

-21.9%

5Y implied EPS CAGR

40.6%

muy exigente

EPS terminal req.

$13.01

Spread vs growth

3.1%

10Y implied EPS CAGR

24.4%

exigente

EPS terminal req.

$20.96

Spread vs growth

19.3%

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 -22.4%

Total return

-22.4%

Start / end P/E

95.9x → 50.4x

EPS bridge

1.65 → 2.37

Residual

-20.7%

EPS growth+43.6%
Multiple rerating-47.4%
Dividend+2.1%
Residual / FX / buybacks / cross-term-20.7%

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.