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5248.KL$0.92-1.08%
Fair $0.92+0.0%

5248.KL

Bermaz Auto Berhad

Consumer Cyclical / Auto & Truck DealershipsKuala Lumpur

$0.92

-0.01 (-1.08%)

Fairly Valued+0.0%Fair Value $0.92Fund rank 34/100 · Data gapFallback financials|
SA 51/C
F-Score: 1/9

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 $187.9M · quality 67.7/100

Data gap 34/100
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

51/100

C

Piotroski

1/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5248.KLLocal privado en este navegador · Bermaz Auto 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

$1.0B

P/E

13.1x

↓

EV/EBITDA

5.6x

↓

ROE

23.9%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.49

↑
52-Week Range$1
$1$1

TradingView lightweight chart

5248.KL price, volumen y niveles de valoración

Último $0.920Periodo -29.2%
Fair value: $0.920

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

+4.1%

FCF CAGR

-8.4%

FCF margin

8.2%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.62B · net income $153.6M · FCF $215.9M

2022-FY → 2025-FY

Gross margin

16.8%+0.7% pts

Operating margin

6.1%-1.2% pts

Net margin

5.9%-0.8% pts

FCF margin

8.2%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.62B$2.62B$3.91B$3.54B$2.32B
Net Income$153.6M$153.6M$345.6M$305.8M$155.1M
EBITDA$233.8M$233.8M$491.1M$432.6M$228.3M
EPS0.130.130.290.260.13
Gross Margin16.8%16.8%16.9%16.5%16.1%
Operating Margin6.1%6.1%9.1%9.5%7.3%
Net Margin5.9%5.9%8.8%8.6%6.7%
Balance Sheet
Debt/Equity0.490.490.190.240.45
Current Ratio2.532.53———
Cash Flow
Free Cash Flow$215.9M$215.9M$187.9M$102.7M$280.9M
Returns
ROE23.9%23.9%42.4%40.0%24.5%
Valuation
P/E13.1413.147.858.6913.50
EV/EBITDA5.625.625.726.369.68
P/B1.681.683.323.473.31
Growth & Yield
Revenue Growth-33.0%-33.0%10.5%52.4%—
EPS Growth-55.5%-55.5%12.2%96.9%—
Dividend Yield7.6%7.6%———

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

-14.6%

fácil

EPS terminal req.

$0.08

Spread vs growth

-40.9%

5Y implied EPS CAGR

-5.5%

fácil

EPS terminal req.

$0.10

Spread vs growth

-50.0%

10Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$0.16

Spread vs growth

-57.4%

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 -4.8%

Total return

-4.8%

Start / end P/E

3.6x → 7.0x

EPS bridge

0.29 → 0.13

Residual

-53.7%

EPS growth-55.5%
Multiple rerating+96.8%
Dividend+7.6%
Residual / FX / buybacks / cross-term-53.7%

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.