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5272.KL$2.05-1.44%
Fair $2.05+0.0%

5272.KL

Ranhill Utilities Berhad

Utilities / Utilities - Regulated WaterKuala Lumpur

$2.05

-0.03 (-1.44%)

Fairly Valued+0.0%Fair Value $2.05Fund rank 32/100 · Data gapFallback financials|
SA 54/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $90.9M · quality 53.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

54/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5272.KLLocal privado en este navegador · Ranhill Utilities 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

$2.7B

P/E

51.3x

↑

EV/EBITDA

5.3x

↓

ROE

6.5%

↑

Gross Margin

17.0%

↓

Debt/Equity

1.66

↑
52-Week Range$2
$1$2

TradingView lightweight chart

5272.KL price, volumen y niveles de valoración

Último $2.050Periodo +428.2%
Fair value: $2.050

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+14.2%

FCF CAGR

-19.5%

FCF margin

4.3%

FCF / Net income

1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28B · net income $52.8M · FCF $97.5M

2021-FY → 2024-FY

Gross margin

17.0%-5.2% pts

Operating margin

0.2%-3.9% pts

Net margin

2.3%+0.3% pts

FCF margin

4.3%-7.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.28B$2.28B$2.27B$1.73B$1.53B
Net Income$52.8M$52.8M$51.0M$95.3M$30.6M
EBITDA$709.0M$709.0M$644.2M$606.9M$495.9M
EPS0.040.040.040.070.03
Gross Margin17.0%17.0%19.8%19.3%22.2%
Operating Margin0.2%0.2%3.4%8.3%4.1%
Net Margin2.3%2.3%2.2%5.5%2.0%
Balance Sheet
Debt/Equity1.661.661.291.932.53
Current Ratio0.770.77———
Cash Flow
Free Cash Flow$97.5M$97.5M$90.9M$70.1M$186.7M
Returns
ROE6.5%6.5%6.6%12.5%4.5%
Valuation
P/E51.2551.2528.786.2021.26
EV/EBITDA5.305.303.512.764.10
P/B3.243.241.960.770.95
Growth & Yield
Revenue Growth0.2%0.2%31.7%12.8%—
EPS Growth0.0%0.0%-44.1%182.4%—

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

64.3%

muy exigente

EPS terminal req.

$0.18

Spread vs growth

-64.3%

5Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$0.22

Spread vs growth

-39.9%

10Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$0.35

Spread vs growth

-24.1%

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 +65.3%

Total return

+65.3%

Start / end P/E

30.2x → 50.0x

EPS bridge

0.04 → 0.04

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+65.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.