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7230.KL$1.84+0.00%
Fair $1.84+0.0%

7230.KL

Tomei Consolidated Berhad

Consumer Cyclical / Luxury GoodsKuala Lumpur

$1.84

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.84Fund rank 23/100 · Data gapFallback financials|
SA 51/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 16%

FCF escenarios

weak_data · normalized FCF $-10.2M · quality 33.7/100

Data gap 23/100
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

51/100

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 · 7230.KLLocal privado en este navegador · Tomei Consolidated 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

$255M

P/E

2.0x

↓

EV/EBITDA

3.1x

↓

ROE

19.7%

↑

Gross Margin

26.5%

↓

Debt/Equity

0.77

↑
52-Week Range$2
$2$2

TradingView lightweight chart

7230.KL price, volumen y niveles de valoración

Último $1.840Periodo +82.2%
Fair value: $1.840

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

+10.4%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31B · net income $104.4M · FCF $-10.2M

2022-FY → 2025-FY

Gross margin

26.5%+4.8% pts

Operating margin

13.1%+3.3% pts

Net margin

8.0%+1.2% pts

FCF margin

-0.8%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.31B$1.31B$1.05B$909.7M$974.3M
Net Income$104.4M$104.4M$59.5M$46.4M$65.9M
EBITDA$198.6M$198.6M$122.1M$102.8M$121.0M
EPS0.770.770.430.340.48
Gross Margin26.5%26.5%23.1%23.1%21.8%
Operating Margin13.1%13.1%9.2%8.5%9.8%
Net Margin8.0%8.0%5.7%5.1%6.8%
Balance Sheet
Debt/Equity0.770.770.780.740.75
Current Ratio2.872.87———
Cash Flow
Free Cash Flow$-10.2M$-10.2M$-23.2M$19.1M$-36.5M
Returns
ROE19.7%19.7%13.9%12.3%19.6%
Valuation
P/E1.981.983.733.792.27
EV/EBITDA3.123.124.243.982.98
P/B0.480.480.520.470.45
Growth & Yield
Revenue Growth25.2%25.2%15.2%-6.6%—
EPS Growth79.5%79.5%28.1%-29.5%—
Dividend Yield1.1%1.1%———

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

-40.4%

fácil

EPS terminal req.

$0.16

Spread vs growth

119.9%

5Y implied EPS CAGR

-23.8%

fácil

EPS terminal req.

$0.20

Spread vs growth

103.4%

10Y implied EPS CAGR

-8.5%

fácil

EPS terminal req.

$0.32

Spread vs growth

88.0%

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 +6.2%

Total return

+6.2%

Start / end P/E

4.1x → 2.4x

EPS bridge

0.43 → 0.77

Residual

-32.9%

EPS growth+79.5%
Multiple rerating-41.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term-32.9%

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.