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v0.1
6010.SR$16.85+0.36%
Fair $16.85+0.0%

6010.SR

The National Agricultural Development Company

Consumer Defensive / Packaged FoodsSaudi

$16.85

+0.06 (+0.36%)

Fairly Valued+0.0%Fair Value $16.85Fund rank 36/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $360.6M · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

50/100

C

Piotroski

3/9

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 · 6010.SRLocal privado en este navegador · The National Agricultural Development Company
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

$5.1B

P/E

13.3x

↓

EV/EBITDA

5.9x

↓

ROE

8.5%

↑

Gross Margin

33.0%

↑

Debt/Equity

0.12

↓
52-Week Range$17
$16$23

TradingView lightweight chart

6010.SR price, volumen y niveles de valoración

Último $16.85Periodo +103.8%
Fair value: $16.85

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

+9.4%

FCF CAGR

+7.9%

FCF margin

5.3%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.53B · net income $393.3M · FCF $186.0M

2022-FY → 2025-FY

Gross margin

33.0%+4.2% pts

Operating margin

10.8%+4.0% pts

Net margin

11.2%+7.6% pts

FCF margin

5.3%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.53B$3.53B$3.22B$3.20B$2.69B
Net Income$393.3M$393.3M$774.6M$302.1M$95.5M
EBITDA$770.2M$770.2M$1.10B$593.0M$381.3M
EPS1.301.302.571.770.29
Gross Margin33.0%33.0%36.5%36.4%28.7%
Operating Margin10.8%10.8%13.3%13.6%6.8%
Net Margin11.2%11.2%24.1%9.4%3.5%
Balance Sheet
Debt/Equity0.120.120.060.121.22
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$186.0M$186.0M$387.2M$360.6M$148.0M
Returns
ROE8.5%8.5%18.0%8.4%7.4%
Valuation
P/E13.2713.279.3315.5437.02
EV/EBITDA5.945.945.577.2513.18
P/B1.101.101.681.312.75
Growth & Yield
Revenue Growth9.5%9.5%0.7%18.7%—
EPS Growth-49.4%-49.4%45.2%506.9%—

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

4.8%

fácil

EPS terminal req.

$1.50

Spread vs growth

-54.2%

5Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$1.81

Spread vs growth

-56.2%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$2.91

Spread vs growth

-57.8%

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 -18.9%

Total return

-18.9%

Start / end P/E

8.1x → 13.0x

EPS bridge

2.57 → 1.30

Residual

-29.8%

EPS growth-49.4%
Multiple rerating+60.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.8%

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.