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5038.KL$3.10+4.03%
Fair $3.10+0.0%

5038.KL

KSL Holdings Berhad

Real Estate / Real Estate - DevelopmentKuala Lumpur

$3.10

+0.12 (+4.03%)

Fairly Valued+0.0%Fair Value $3.10Fund rank 26/100 · Data gapFallback financials|
SA 61/B
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

61/100

B

Piotroski

2/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 5038.KLLocal privado en este navegador · KSL Holdings Berhad
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

$3.3B

P/E

6.3x

↓

EV/EBITDA

5.5x

↓

ROE

11.1%

↑

Gross Margin

52.7%

↑

Debt/Equity

0.18

↓
52-Week Range$3
$2$4

TradingView lightweight chart

5038.KL price, volumen y niveles de valoración

Último $3.100Periodo +540.8%
Fair value: $3.100

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+38.1%

FCF CAGR

—

FCF margin

-19.4%

FCF / Net income

-0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.51B · net income $520.1M · FCF $-293.8M

2022-FY → 2025-FY

Gross margin

52.7%-0.5% pts

Operating margin

35.8%+8.6% pts

Net margin

34.3%+3.1% pts

FCF margin

-19.4%-39.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.51B$1.51B$1.38B$1.14B$575.0M
Net Income$520.1M$520.1M$472.1M$416.9M$179.5M
EBITDA$704.9M$704.9M$633.8M$547.8M$230.7M
EPS0.480.480.460.410.18
Gross Margin52.7%52.7%55.0%57.1%53.2%
Operating Margin35.8%35.8%39.0%40.9%27.2%
Net Margin34.3%34.3%34.3%36.5%31.2%
Balance Sheet
Debt/Equity0.180.180.100.010.02
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$-293.8M$-293.8M$-709.9M$265.4M$116.1M
Returns
ROE11.1%11.1%11.3%11.2%5.4%
Valuation
P/E6.336.333.793.054.42
EV/EBITDA5.495.493.171.462.48
P/B0.710.710.430.340.24
Growth & Yield
Revenue Growth10.0%10.0%20.6%98.5%—
EPS Growth4.4%4.4%13.3%132.2%—
Dividend Yield2.6%2.6%———

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

-17.2%

fácil

EPS terminal req.

$0.28

Spread vs growth

21.6%

5Y implied EPS CAGR

-7.2%

fácil

EPS terminal req.

$0.33

Spread vs growth

11.7%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$0.54

Spread vs growth

3.4%

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 +86.0%

Total return

+86.0%

Start / end P/E

3.6x → 6.4x

EPS bridge

0.46 → 0.48

Residual

+3.3%

EPS growth+4.4%
Multiple rerating+75.7%
Dividend+2.6%
Residual / FX / buybacks / cross-term+3.3%

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.