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9334.KL$4.74+0.00%
Fair $4.74+0.0%

9334.KL

KESM Industries Berhad

Technology / SemiconductorsKuala Lumpur

$4.74

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.74Fund rank 31/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
Low Profitability

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 20%

FCF escenarios

weak_data · normalized FCF $16.3M · quality 55.3/100

Data gap 31/100
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

51/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -2.4%, below the 5% threshold
Thesis & Journal · 9334.KLLocal privado en este navegador · KESM Industries 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

$204M

P/E

43.1x

↑

EV/EBITDA

0.7x

↓

ROE

-2.4%

↓

Gross Margin

91.9%

↑

Debt/Equity

0.11

↓
52-Week Range$5
$3$5

TradingView lightweight chart

9334.KL price, volumen y niveles de valoración

Último $4.740Periodo +7.7%
Fair value: $4.740

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

-5.1%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

-2.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $210.5M · net income $-8.2M · FCF $16.3M

2022-FY → 2025-FY

Gross margin

91.9%+1.9% pts

Operating margin

31.0%+0.8% pts

Net margin

-3.9%-4.6% pts

FCF margin

7.8%+28.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$210.5M$210.5M$243.0M$228.3M$246.7M
Net Income$-8.2M$-8.2M$188000.00$-3.1M$1.7M
EBITDA$40.7M$40.7M$55.5M$39.5M$56.3M
EPS-0.19-0.190.00-0.070.04
Gross Margin91.9%91.9%91.9%92.0%90.0%
Operating Margin31.0%31.0%33.3%32.4%30.2%
Net Margin-3.9%-3.9%0.1%-1.4%0.7%
Balance Sheet
Debt/Equity0.110.110.210.260.08
Current Ratio5.445.44———
Cash Flow
Free Cash Flow$16.3M$16.3M$36.0M$-18.6M$-51.1M
Returns
ROE-2.4%-2.4%0.1%-0.9%0.5%
Valuation
P/E43.0943.091520.00—193.08
EV/EBITDA0.730.731.844.613.10
P/B0.600.600.740.880.89
Growth & Yield
Revenue Growth-13.4%-13.4%6.5%-7.5%—
EPS Growth-4850.0%-4850.0%105.5%-287.2%—
Dividend Yield1.3%1.3%———

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 +61.9%

Total return

+61.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.00 → -0.19

Residual

+60.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+60.7%

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.