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5084.KL$1.15+0.00%
Fair $1.15+0.0%

5084.KL

Ibraco Berhad

Real Estate / Real Estate - DiversifiedKuala Lumpur

$1.15

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.15Fund rank 22/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
Margin Compression

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 38.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

48/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 5084.KLLocal privado en este navegador · Ibraco 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

$628M

P/E

8.8x

↓

EV/EBITDA

7.7x

↓

ROE

12.6%

↑

Gross Margin

19.9%

↓

Debt/Equity

0.92

↑
52-Week Range$1
$1$1

TradingView lightweight chart

5084.KL price, volumen y niveles de valoración

Último $1.150Periodo +147.8%
Fair value: $1.150

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

+41.4%

FCF CAGR

—

FCF margin

-5.9%

FCF / Net income

-0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $769.0M · net income $71.6M · FCF $-45.0M

2022-FY → 2025-FY

Gross margin

19.9%-12.5% pts

Operating margin

12.3%-7.2% pts

Net margin

9.3%-1.9% pts

FCF margin

-5.9%-10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$769.0M$769.0M$562.8M$391.9M$272.2M
Net Income$71.6M$71.6M$48.8M$46.0M$30.4M
EBITDA$143.0M$143.0M$98.2M$82.4M$58.5M
EPS——0.090.080.06
Gross Margin19.9%19.9%26.4%31.3%32.4%
Operating Margin12.3%12.3%14.3%19.3%19.6%
Net Margin9.3%9.3%8.7%11.7%11.2%
Balance Sheet
Debt/Equity0.920.920.840.590.47
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-45.0M$-45.0M$-107.1M$-21.8M$12.2M
Returns
ROE12.6%12.6%9.6%9.6%6.7%
Valuation
P/E8.858.8513.7812.629.33
EV/EBITDA7.697.6911.159.188.52
P/B1.111.111.341.150.68
Growth & Yield
Revenue Growth36.6%36.6%43.6%44.0%—
EPS Growth——12.5%33.3%—
Dividend Yield3.5%3.5%———

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 -2.3%

Total return

-2.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.09 → n/d

Residual

-5.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term-5.7%

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.