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v0.1
7211.SR$23.20+4.37%
Fair $23.20+0.0%

7211.SR

Saudi Azm for Communication and Information Technology Company

Technology / Software - ApplicationSaudi

$23.20

+0.98 (+4.37%)

Fairly Valued+0.0%Fair Value $23.20Fund rank 34/100 · Data gapFallback financials|
SA 46/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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.8M · quality 66.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

46/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7211.SRLocal privado en este navegador · Saudi Azm for Communication and Information Technology 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

$1.4B

P/E

29.7x

↑

EV/EBITDA

29.6x

↑

ROE

26.6%

↑

Gross Margin

29.0%

↓

Debt/Equity

0.20

↓
52-Week Range$23
$21$31

TradingView lightweight chart

7211.SR price, volumen y niveles de valoración

Último $23.38Periodo -22.2%
Fair value: $23.20

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

+18.4%

FCF CAGR

+57.8%

FCF margin

38.3%

FCF / Net income

2.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $253.2M · net income $37.4M · FCF $96.9M

2022-FY → 2025-FY

Gross margin

29.0%+8.8% pts

Operating margin

13.2%+3.7% pts

Net margin

14.8%+2.3% pts

FCF margin

38.3%+22.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$253.2M$253.2M$217.6M$170.8M$152.6M
Net Income$37.4M$37.4M$27.9M$23.1M$19.1M
EBITDA$47.4M$47.4M$37.3M$29.0M$22.3M
EPS0.620.620.470.390.32
Gross Margin29.0%29.0%26.6%22.5%20.2%
Operating Margin13.2%13.2%12.7%10.1%9.5%
Net Margin14.8%14.8%12.8%13.5%12.5%
Balance Sheet
Debt/Equity0.200.200.400.290.29
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$96.9M$96.9M$-1.1M$31.8M$24.7M
Returns
ROE26.6%26.6%31.6%33.7%36.9%
Valuation
P/E29.7429.74———
EV/EBITDA29.5629.56———
P/B9.899.89———
Growth & Yield
Revenue Growth16.3%16.3%27.4%12.0%—
EPS Growth31.9%31.9%20.5%21.9%—

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

49.2%

muy exigente

EPS terminal req.

$2.06

Spread vs growth

-17.3%

5Y implied EPS CAGR

32.1%

muy exigente

EPS terminal req.

$2.49

Spread vs growth

-0.2%

10Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$4.01

Spread vs growth

11.4%

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 · available periodreconcilia total -22.2%

Total return

-22.2%

Start / end P/E

63.9x → 37.7x

EPS bridge

0.47 → 0.62

Residual

-13.1%

EPS growth+31.9%
Multiple rerating-41.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.1%

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.