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v0.1
6001.SR$31.08-0.96%
Fair $31.08+0.0%

6001.SR

Halwani Bros. Co. Ltd.

Consumer Defensive / Packaged FoodsSaudi

$31.08

-0.30 (-0.96%)

Fairly Valued+0.0%Fair Value $31.08Fund rank 28/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $76.9M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

38/100

D

Piotroski

6/9

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 · 6001.SRLocal privado en este navegador · Halwani Bros. Co. Ltd.
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

$1.1B

P/E

23.5x

↑

EV/EBITDA

10.4x

↑

ROE

12.7%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.50

↑
52-Week Range$31
$27$48

TradingView lightweight chart

6001.SR price, volumen y niveles de valoración

Último $31.08Periodo +25.3%
Fair value: $31.08

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

—

FCF margin

12.0%

FCF / Net income

2.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $903.9M · net income $42.6M · FCF $108.0M

2022-FY → 2025-FY

Gross margin

28.6%+2.2% pts

Operating margin

7.4%+3.5% pts

Net margin

4.7%+4.4% pts

FCF margin

12.0%+17.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$903.9M$903.9M$969.1M$882.7M$1.02B
Net Income$42.6M$42.6M$44.7M$-98.0M$2.9M
EBITDA$120.3M$120.3M$129.4M$-12.0M$86.8M
EPS1.211.211.26-2.770.08
Gross Margin28.6%28.6%29.8%19.4%26.4%
Operating Margin7.4%7.4%11.6%-6.3%3.9%
Net Margin4.7%4.7%4.6%-11.1%0.3%
Balance Sheet
Debt/Equity0.500.500.911.240.89
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$108.0M$108.0M$76.9M$26.9M$-59.0M
Returns
ROE12.7%12.7%15.4%-31.9%0.7%
Valuation
P/E23.5523.5541.51—587.50
EV/EBITDA10.4110.4116.04—22.49
P/B3.273.276.395.993.83
Growth & Yield
Revenue Growth-6.7%-6.7%9.8%-13.8%—
EPS Growth-4.0%-4.0%145.5%-3562.5%—

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

31.6%

muy exigente

EPS terminal req.

$2.76

Spread vs growth

-35.6%

5Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$3.34

Spread vs growth

-26.5%

10Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$5.37

Spread vs growth

-20.0%

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 -29.6%

Total return

-29.6%

Start / end P/E

35.0x → 25.7x

EPS bridge

1.26 → 1.21

Residual

+1.1%

EPS growth-4.0%
Multiple rerating-26.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.1%

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.