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8419.KL$0.45+0.00%
Fair $0.45+0.0%

8419.KL

Pansar Berhad

Industrials / ConglomeratesKuala Lumpur

$0.45

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.45Fund rank 22/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 $8.3M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

52/100

C

Piotroski

5/9

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 · 8419.KLLocal privado en este navegador · Pansar 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

$313M

P/E

15.0x

↓

EV/EBITDA

8.7x

↓

ROE

7.5%

↑

Gross Margin

11.3%

↓

Debt/Equity

0.86

↑
52-Week Range$0
$0$1

TradingView lightweight chart

8419.KL price, volumen y niveles de valoración

Último $0.450Periodo +66.7%
Fair value: $0.450

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

+22.4%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10B · net income $26.1M · FCF $15.5M

2022-FY → 2025-FY

Gross margin

11.3%+0.6% pts

Operating margin

3.9%+4.0% pts

Net margin

2.4%+2.2% pts

FCF margin

1.4%+19.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.10B$1.10B$1.04B$824.9M$601.6M
Net Income$26.1M$26.1M$21.8M$8.7M$920594.00
EBITDA$63.8M$63.8M$58.1M$39.5M$23.2M
EPS0.040.040.030.010.00
Gross Margin11.3%11.3%10.6%10.8%10.7%
Operating Margin3.9%3.9%2.9%2.2%-0.1%
Net Margin2.4%2.4%2.1%1.1%0.2%
Balance Sheet
Debt/Equity0.860.860.800.820.65
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$15.5M$15.5M$8.3M$-63.9M$-105.9M
Returns
ROE7.5%7.5%6.7%2.8%0.3%
Valuation
P/E15.0015.0020.7061.05625.00
EV/EBITDA8.668.6611.8219.5132.31
P/B0.900.901.381.721.90
Growth & Yield
Revenue Growth6.5%6.5%25.6%37.1%—
EPS Growth20.4%20.4%230.5%850.0%—
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

1.8%

fácil

EPS terminal req.

$0.04

Spread vs growth

18.5%

5Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$0.05

Spread vs growth

15.4%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$0.08

Spread vs growth

12.9%

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 -19.9%

Total return

-19.9%

Start / end P/E

18.2x → 11.9x

EPS bridge

0.03 → 0.04

Residual

-7.0%

EPS growth+20.4%
Multiple rerating-34.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term-7.0%

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.