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5132.KL$1.22-2.40%
Fair $1.22+0.0%

5132.KL

Deleum Berhad

Energy / Oil & Gas Equipment & ServicesKuala Lumpur

$1.22

-0.03 (-2.40%)

Fairly Valued+0.0%Fair Value $1.22Fund rank 34/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $66.7M · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

53/100

C

Piotroski

4/9

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 · 5132.KLLocal privado en este navegador · Deleum 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

$490M

P/E

6.8x

↓

EV/EBITDA

1.8x

↓

ROE

14.3%

↑

Gross Margin

26.5%

↑

Debt/Equity

0.08

↓
52-Week Range$1
$1$2

TradingView lightweight chart

5132.KL price, volumen y niveles de valoración

Último $1.220Periodo +16.7%
Fair value: $1.220

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

+12.6%

FCF CAGR

+93.0%

FCF margin

9.7%

FCF / Net income

1.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $997.1M · net income $71.1M · FCF $96.3M

2022-FY → 2025-FY

Gross margin

26.5%+5.9% pts

Operating margin

13.1%+4.4% pts

Net margin

7.1%+1.1% pts

FCF margin

9.7%+7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$997.1M$997.1M$907.5M$792.0M$698.0M
Net Income$71.1M$71.1M$74.2M$45.7M$42.1M
EBITDA$165.9M$165.9M$166.7M$118.1M$102.1M
EPS0.180.180.180.110.10
Gross Margin26.5%26.5%25.9%20.9%20.6%
Operating Margin13.1%13.1%14.3%9.7%8.7%
Net Margin7.1%7.1%8.2%5.8%6.0%
Balance Sheet
Debt/Equity0.080.080.030.010.02
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$96.3M$96.3M$19.4M$66.7M$13.4M
Returns
ROE14.3%14.3%16.0%11.1%10.8%
Valuation
P/E6.786.787.588.608.53
EV/EBITDA1.801.802.331.671.96
P/B0.990.991.210.950.92
Growth & Yield
Revenue Growth9.9%9.9%14.6%13.5%—
EPS Growth-4.2%-4.2%62.2%8.6%—
Dividend Yield8.7%8.7%———

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

-15.1%

fácil

EPS terminal req.

$0.11

Spread vs growth

10.9%

5Y implied EPS CAGR

-5.8%

fácil

EPS terminal req.

$0.13

Spread vs growth

1.7%

10Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$0.21

Spread vs growth

-5.9%

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 -9.4%

Total return

-9.4%

Start / end P/E

8.1x → 6.9x

EPS bridge

0.18 → 0.18

Residual

+0.6%

EPS growth-4.2%
Multiple rerating-14.6%
Dividend+8.7%
Residual / FX / buybacks / cross-term+0.6%

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.