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9535.SR$2.34+1.74%
Fair $2.34+0.0%

9535.SR

Ladun Investment Company

Real Estate / Real Estate - DevelopmentSaudi

$2.34

+0.04 (+1.74%)

Fairly Valued+0.0%Fair Value $2.34Fund rank 20/100 · Data gapFallback financials|
SA 27/D
F-Score: 2/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 43.0/100

Data gap 20/100
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

27/100

D

Piotroski

2/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is -9.6%, below the 5% threshold
Thesis & Journal · 9535.SRLocal privado en este navegador · Ladun Investment Company
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

$1.2B

P/E

N/A

•

EV/EBITDA

45.6x

↑

ROE

-9.6%

↓

Gross Margin

16.0%

↓

Debt/Equity

N/A

•
52-Week Range$2
$2$4

TradingView lightweight chart

9535.SR price, volumen y niveles de valoración

Último $2.340Periodo +50.6%
Fair value: $2.340

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

+9.5%

FCF CAGR

—

FCF margin

16.9%

FCF / Net income

-3.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $-55.4M · FCF $195.8M

2022-FY → 2025-FY

Gross margin

16.0%-2.9% pts

Operating margin

2.7%-6.1% pts

Net margin

-4.8%-11.6% pts

FCF margin

16.9%+35.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$1.51B$1.44B$881.2M
Net Income$-55.4M$-55.4M$66.1M$109.3M$60.2M
EBITDA$24.8M$24.8M$102.8M$151.7M$91.6M
EPS——0.130.220.12
Gross Margin16.0%16.0%18.1%20.8%19.0%
Operating Margin2.7%2.7%7.0%9.9%8.8%
Net Margin-4.8%-4.8%4.4%7.6%6.8%
Balance Sheet
Debt/Equity——1.892.06—
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$195.8M$195.8M$78.0M$-118.9M$-162.0M
Returns
ROE-9.6%-9.6%10.4%18.4%10.9%
Valuation
P/E——29.3826.6413.15
EV/EBITDA45.6445.6429.8926.925.96
P/B2.032.033.014.921.43
Growth & Yield
Revenue Growth-23.1%-23.1%4.8%63.0%—
EPS Growth——-40.9%83.3%—

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 -26.4%

Total return

-26.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.13 → n/d

Residual

-26.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-26.4%

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.