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7293.KL$1.98+4.21%
Fair $1.98+0.0%

7293.KL

Yinson Holdings Berhad

Energy / Oil & Gas Equipment & ServicesKuala Lumpur

$1.98

+0.08 (+4.21%)

Fairly Valued+0.0%Fair Value $1.98Fund rank 21/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
High DebtDeclining Revenue

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 $-3.1B · quality 45.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

25/100

D

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: 2unknown: 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. Debt-to-Equity ratio is 2.01, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · 7293.KLLocal privado en este navegador · Yinson 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

$5.8B

P/E

33.0x

↑

EV/EBITDA

6.3x

↓

ROE

7.6%

↑

Gross Margin

59.7%

↑

Debt/Equity

2.01

↑
52-Week Range$2
$2$3

TradingView lightweight chart

7293.KL price, volumen y niveles de valoración

Último $1.980Periodo +2897.6%
Fair value: $1.980

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-5.3%

FCF CAGR

—

FCF margin

-23.5%

FCF / Net income

-1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.38B · net income $683.0M · FCF $-1.26B

2023-FY → 2026-FY

Gross margin

59.7%+30.8% pts

Operating margin

44.2%+20.6% pts

Net margin

12.7%+3.4% pts

FCF margin

-23.5%+13.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.38B$5.38B$7.61B$11.65B$6.32B
Net Income$683.0M$683.0M$1.25B$964.0M$589.0M
EBITDA$3.07B$3.07B$3.48B$3.17B$1.77B
EPS——0.370.280.17
Gross Margin59.7%59.7%35.8%25.6%28.9%
Operating Margin44.2%44.2%27.6%22.3%23.6%
Net Margin12.7%12.7%16.4%8.3%9.3%
Balance Sheet
Debt/Equity2.012.012.132.271.63
Current Ratio2.632.63———
Cash Flow
Free Cash Flow$-1.26B$-1.26B$-3.32B$-3.08B$-2.34B
Returns
ROE7.6%7.6%16.5%13.3%9.9%
Valuation
P/E33.0033.006.298.8616.11
EV/EBITDA6.316.315.876.528.73
P/B0.640.640.921.011.23
Growth & Yield
Revenue Growth-29.3%-29.3%-34.7%84.2%—
EPS Growth——31.3%68.3%—
Dividend Yield2.0%2.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +1.5%

Total return

+1.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.37 → n/d

Residual

-0.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-0.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.