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6939.KL$1.09+0.93%
Fair $1.09+0.0%

6939.KL

Fiamma Holdings Berhad

Consumer Cyclical / Furnishings, Fixtures & AppliancesKuala Lumpur

$1.09

+0.01 (+0.93%)

Fairly Valued+0.0%Fair Value $1.09Fund rank 25/100 · Data gapFallback financials|
SA 57/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-36.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

57/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6939.KLLocal privado en este navegador · Fiamma Holdings 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

$578M

P/E

15.6x

↓

EV/EBITDA

6.2x

↓

ROE

8.4%

↑

Gross Margin

28.3%

↓

Debt/Equity

0.11

↓
52-Week Range$1
$1$1

TradingView lightweight chart

6939.KL price, volumen y niveles de valoración

Último $1.090Periodo +48.6%
Fair value: $1.090

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+3.1%

FCF CAGR

—

FCF margin

-24.5%

FCF / Net income

-1.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $381.2M · net income $65.6M · FCF $-93.2M

2021-FY → 2025-FY

Gross margin

28.3%-3.8% pts

Operating margin

9.9%-7.2% pts

Net margin

17.2%+7.0% pts

FCF margin

-24.5%-42.8% pts
MetricTTM
2025
2024
2022
2021
Income Statement
Revenue$381.2M$381.2M$372.2M$370.0M$338.0M
Net Income$65.6M$65.6M$39.8M$36.8M$34.5M
EBITDA$87.3M$87.3M$58.8M$64.3M$62.3M
EPS0.120.120.080.070.07
Gross Margin28.3%28.3%26.7%30.4%32.0%
Operating Margin9.9%9.9%9.7%16.2%17.1%
Net Margin17.2%17.2%10.7%10.0%10.2%
Balance Sheet
Debt/Equity0.110.110.200.230.25
Current Ratio3.443.44———
Cash Flow
Free Cash Flow$-93.2M$-93.2M$-36.3M$15.0M$61.9M
Returns
ROE8.4%8.4%5.6%6.4%6.5%
Valuation
P/E15.5715.5714.5112.799.50
EV/EBITDA6.216.2110.677.775.71
P/B0.740.740.810.810.62
Growth & Yield
Revenue Growth2.4%2.4%0.6%9.5%—
EPS Growth64.7%64.7%2.2%5.0%—

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

-7.9%

fácil

EPS terminal req.

$0.10

Spread vs growth

72.6%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$0.12

Spread vs growth

65.8%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$0.19

Spread vs growth

60.4%

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 +0.9%

Total return

+0.9%

Start / end P/E

14.4x → 8.8x

EPS bridge

0.08 → 0.12

Residual

-25.1%

EPS growth+64.7%
Multiple rerating-38.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-25.1%

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.