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v0.1
9540.SR$3.98-0.75%
Fair $3.98+0.0%

9540.SR

National Environmental Recycling Company

Industrials / Waste ManagementSaudi

$3.98

-0.03 (-0.75%)

Fairly Valued+0.0%Fair Value $3.98Fund rank 25/100 · Data gapFallback financials|
SA 57/C
F-Score: 3/9

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 20%

FCF escenarios

weak_data · normalized FCF $-59.7M · quality 53.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

57/100

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: 0unknown: 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.
Thesis & Journal · 9540.SRLocal privado en este navegador · National Environmental Recycling 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

$907M

P/E

14.2x

↓

EV/EBITDA

13.0x

↑

ROE

20.4%

↑

Gross Margin

8.0%

↓

Debt/Equity

1.16

↑
52-Week Range$4
$3$4

TradingView lightweight chart

9540.SR price, volumen y niveles de valoración

Último $3.980Periodo +93.4%
Fair value: $3.980

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

+45.4%

FCF CAGR

—

FCF margin

-13.0%

FCF / Net income

-2.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.24B · net income $60.9M · FCF $-161.0M

2022-FY → 2025-FY

Gross margin

8.0%+0.3% pts

Operating margin

6.8%+1.0% pts

Net margin

4.9%+0.4% pts

FCF margin

-13.0%-9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.24B$1.24B$806.0M$631.9M$402.5M
Net Income$60.9M$60.9M$36.2M$25.8M$18.1M
EBITDA$94.7M$94.7M$55.5M$36.3M$23.3M
EPS0.270.270.160.100.08
Gross Margin8.0%8.0%7.2%6.6%7.7%
Operating Margin6.8%6.8%5.9%4.9%5.8%
Net Margin4.9%4.9%4.5%4.1%4.5%
Balance Sheet
Debt/Equity1.161.160.710.480.29
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-161.0M$-161.0M$-54.1M$-59.7M$-12.9M
Returns
ROE20.4%20.4%15.2%12.8%11.6%
Valuation
P/E14.2114.2125.1619.3118.71
EV/EBITDA12.9712.9719.1016.1816.23
P/B3.013.013.812.472.15
Growth & Yield
Revenue Growth53.5%53.5%27.6%57.0%—
EPS Growth70.9%70.9%50.5%35.5%—

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

9.4%

razonable

EPS terminal req.

$0.35

Spread vs growth

61.5%

5Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$0.43

Spread vs growth

61.3%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$0.69

Spread vs growth

61.1%

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 +5.3%

Total return

+5.3%

Start / end P/E

23.9x → 14.7x

EPS bridge

0.16 → 0.27

Residual

-27.2%

EPS growth+70.9%
Multiple rerating-38.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-27.2%

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.