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5908.KL$5.67-1.22%
Fair $5.67+0.0%

5908.KL

DKSH Holdings (Malaysia) Berhad

Industrials / Industrial DistributionKuala Lumpur

$5.67

-0.07 (-1.22%)

Fairly Valued+0.0%Fair Value $5.67Fund rank 30/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $53.4M · quality 57.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

59/100

C

Piotroski

7/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 5908.KLLocal privado en este navegador · DKSH Holdings (Malaysia) 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

$894M

P/E

5.7x

↓

EV/EBITDA

4.7x

↓

ROE

14.0%

↑

Gross Margin

8.5%

↓

Debt/Equity

0.42

↑
52-Week Range$6
$5$6

TradingView lightweight chart

5908.KL price, volumen y niveles de valoración

Último $5.670Periodo +380.5%
Fair value: $5.670

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

+6.4%

FCF CAGR

-10.9%

FCF margin

0.8%

FCF / Net income

0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.62B · net income $155.5M · FCF $68.9M

2022-FY → 2025-FY

Gross margin

8.5%-0.1% pts

Operating margin

2.9%+0.4% pts

Net margin

1.8%+0.3% pts

FCF margin

0.8%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.62B$8.62B$7.94B$7.52B$7.16B
Net Income$155.5M$155.5M$123.1M$110.5M$104.2M
EBITDA$284.2M$284.2M$240.9M$235.4M$233.5M
EPS0.990.990.780.700.66
Gross Margin8.5%8.5%8.4%8.8%8.6%
Operating Margin2.9%2.9%2.7%2.5%2.6%
Net Margin1.8%1.8%1.6%1.5%1.5%
Balance Sheet
Debt/Equity0.420.420.660.640.61
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$68.9M$68.9M$53.4M$-327000.00$97.5M
Returns
ROE14.0%14.0%12.5%12.4%12.5%
Valuation
P/E5.675.676.336.706.66
EV/EBITDA4.744.745.565.414.98
P/B0.800.800.790.830.83
Growth & Yield
Revenue Growth8.5%8.5%5.6%5.0%—
EPS Growth26.3%26.3%11.4%6.1%—
Dividend Yield3.4%3.4%———

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

-20.1%

fácil

EPS terminal req.

$0.50

Spread vs growth

46.4%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$0.61

Spread vs growth

35.5%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$0.98

Spread vs growth

26.3%

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 +14.5%

Total return

+14.5%

Start / end P/E

6.5x → 5.7x

EPS bridge

0.78 → 0.99

Residual

-3.1%

EPS growth+26.3%
Multiple rerating-12.0%
Dividend+3.4%
Residual / FX / buybacks / cross-term-3.1%

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.