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8117.KL$1.48-2.63%
Fair $1.48+0.0%

8117.KL

PGF Capital Berhad

Basic Materials / Building MaterialsKuala Lumpur

$1.48

-0.04 (-2.63%)

Fairly Valued+0.0%Fair Value $1.48Fund rank 23/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Margin Compression

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 17%

FCF escenarios

weak_data · normalized FCF $-36.0M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 8117.KLLocal privado en este navegador · PGF Capital 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

$287M

P/E

12.3x

↓

EV/EBITDA

8.0x

↓

ROE

9.1%

↑

Gross Margin

N/A

•

Debt/Equity

0.56

↑
52-Week Range$1
$1$2

TradingView lightweight chart

8117.KL price, volumen y niveles de valoración

Último $1.480Periodo +37.0%
Fair value: $1.480

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

+22.6%

FCF CAGR

—

FCF margin

-55.1%

FCF / Net income

-3.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $167.9M · net income $26.0M · FCF $-92.5M

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

23.6%-14.3% pts

Net margin

15.5%-2.4% pts

FCF margin

-55.1%-51.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$167.9M$167.9M$155.0M$128.6M$91.1M
Net Income$26.0M$26.0M$33.9M$10.5M$16.3M
EBITDA$51.5M$51.5M$61.3M$30.2M$34.4M
EPS——0.160.060.09
Gross Margin——63.8%59.2%63.7%
Operating Margin23.6%23.6%31.5%35.7%37.9%
Net Margin15.5%15.5%21.9%8.1%17.9%
Balance Sheet
Debt/Equity0.560.560.320.220.17
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$-92.5M$-92.5M$-36.0M$12.2M$-3.5M
Returns
ROE9.1%9.1%12.9%4.9%8.0%
Valuation
P/E12.3312.3313.0032.0714.72
EV/EBITDA7.997.997.9611.807.43
P/B1.001.001.681.581.18
Growth & Yield
Revenue Growth8.3%8.3%20.5%41.2%—
EPS Growth——182.7%-40.4%—
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 -17.1%

Total return

-17.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.16 → n/d

Residual

-19.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-19.1%

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.