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5126.KL$4.20-0.24%
Fair $4.20+0.0%

5126.KL

Sarawak Oil Palms Berhad

Consumer Defensive / Farm ProductsKuala Lumpur

$4.20

-0.01 (-0.24%)

Fairly Valued+0.0%Fair Value $4.20Fund rank 35/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $259.4M · quality 73.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

55/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 5126.KLLocal privado en este navegador · Sarawak Oil Palms 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

$3.8B

P/E

9.5x

↓

EV/EBITDA

4.7x

↓

ROE

10.8%

↑

Gross Margin

11.6%

↓

Debt/Equity

0.15

↓
52-Week Range$4
$3$5

TradingView lightweight chart

5126.KL price, volumen y niveles de valoración

Último $4.200Periodo +476.9%
Fair value: $4.200

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

+2.2%

FCF CAGR

-25.2%

FCF margin

4.6%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.67B · net income $446.5M · FCF $259.4M

2022-FY → 2025-FY

Gross margin

11.6%-8.1% pts

Operating margin

10.9%-0.7% pts

Net margin

7.9%-1.2% pts

FCF margin

4.6%-7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.67B$5.67B$5.32B$5.12B$5.31B
Net Income$446.5M$446.5M$446.5M$300.9M$479.7M
EBITDA$844.6M$844.6M$819.6M$633.5M$871.7M
EPS0.500.500.500.340.55
Gross Margin11.6%11.6%12.2%14.5%19.7%
Operating Margin10.9%10.9%11.0%7.1%11.6%
Net Margin7.9%7.9%8.4%5.9%9.0%
Balance Sheet
Debt/Equity0.150.150.140.240.23
Current Ratio3.643.64———
Cash Flow
Free Cash Flow$259.4M$259.4M$433.5M$220.1M$619.3M
Returns
ROE10.8%10.8%11.7%8.6%14.6%
Valuation
P/E9.559.556.257.644.84
EV/EBITDA4.684.683.343.742.10
P/B0.910.910.730.650.70
Growth & Yield
Revenue Growth6.6%6.6%3.8%-3.5%—
EPS Growth-0.3%-0.3%47.8%-38.1%—
Dividend Yield5.2%5.2%———

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

-9.2%

fácil

EPS terminal req.

$0.37

Spread vs growth

8.9%

5Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$0.45

Spread vs growth

1.6%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$0.73

Spread vs growth

-4.2%

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 +43.4%

Total return

+43.4%

Start / end P/E

6.1x → 8.4x

EPS bridge

0.50 → 0.50

Residual

-0.1%

EPS growth-0.3%
Multiple rerating+38.6%
Dividend+5.2%
Residual / FX / buybacks / cross-term-0.1%

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.