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5196.KL$0.20+2.63%
Fair $0.20+0.0%

5196.KL

Berjaya Food Berhad

Consumer Cyclical / RestaurantsKuala Lumpur

$0.20

+0.00 (+2.63%)

Fairly Valued+0.0%Fair Value $0.20Fund rank 25/100 · Data gapFallback financials|
SA 9/F
F-Score: 0/9
High DebtDeclining RevenueMargin CompressionLow Profitability

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $54.4M · quality 36.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

9/100

F

Piotroski

0/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 4unknown: 4
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. Debt-to-Equity ratio is 5.90, above the 2.0 threshold Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 5196.KLLocal privado en este navegador · Berjaya Food 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

$368M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-288.6%

↓

Gross Margin

N/A

•

Debt/Equity

5.90

↑
52-Week Range$0
$0$0

TradingView lightweight chart

5196.KL price, volumen y niveles de valoración

Último $0.195Periodo +104.7%
Fair value: $0.195

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

-21.8%

FCF CAGR

-40.1%

FCF margin

11.4%

FCF / Net income

-0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $476.8M · net income $-292.0M · FCF $54.4M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

-50.6%-71.8% pts

Net margin

-61.2%-73.7% pts

FCF margin

11.4%-13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$476.8M$476.8M$750.7M$1.12B$997.8M
Net Income$-292.0M$-292.0M$-90.9M$103.4M$124.8M
EBITDA$-247.2M$-247.2M$-52.6M$177.4M$214.6M
EPS-0.16-0.16-0.050.060.07
Gross Margin——37.7%45.7%52.5%
Operating Margin-50.6%-50.6%-5.5%15.0%21.2%
Net Margin-61.2%-61.2%-12.1%9.3%12.5%
Balance Sheet
Debt/Equity5.905.901.881.411.25
Current Ratio0.210.21———
Cash Flow
Free Cash Flow$54.4M$54.4M$27.8M$152.8M$252.9M
Returns
ROE-288.6%-288.6%-23.1%21.0%25.6%
Valuation
P/E———10.9411.14
EV/EBITDA———10.079.16
P/B3.413.412.422.292.85
Growth & Yield
Revenue Growth-36.5%-36.5%-32.7%11.8%—
EPS Growth-214.6%-214.6%-187.6%-14.3%—

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 -37.1%

Total return

-37.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → -0.16

Residual

-37.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-37.1%

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.