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9559.SR$125.40+1.95%
Fair $125.40+0.0%

9559.SR

Balady Poultry Company

Consumer Defensive / Farm ProductsSaudi

$125.40

+2.40 (+1.95%)

Fairly Valued+0.0%Fair Value $125.40Fund rank 32/100 · Data gapFallback financials|
SA 50/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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $65.5M · quality 61.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

50/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 9559.SRLocal privado en este navegador · Balady Poultry 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

$824M

P/E

18.9x

↑

EV/EBITDA

5.9x

↓

ROE

38.2%

↑

Gross Margin

16.3%

↓

Debt/Equity

0.10

↓
52-Week Range$125
$95$217

TradingView lightweight chart

9559.SR price, volumen y niveles de valoración

Último $125.40Periodo -12.9%
Fair value: $125.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+17.6%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $887.1M · net income $118.1M · FCF $-6.2M

2022-FY → 2024-FY

Gross margin

16.3%+1.2% pts

Operating margin

13.8%-0.2% pts

Net margin

13.3%+0.0% pts

FCF margin

-0.7%-10.9% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$887.1M$887.1M$761.0M$641.3M
Net Income$118.1M$118.1M$100.9M$85.1M
EBITDA$136.9M$136.9M$116.1M$96.4M
EPS17.9817.9815.3612.95
Gross Margin16.3%16.3%15.6%15.0%
Operating Margin13.8%13.8%13.9%14.0%
Net Margin13.3%13.3%13.3%13.3%
Balance Sheet
Debt/Equity0.100.100.060.18
Current Ratio2.322.32——
Cash Flow
Free Cash Flow$-6.2M$-6.2M$76.8M$65.5M
Returns
ROE38.2%38.2%48.0%62.0%
Valuation
P/E18.8618.868.76—
EV/EBITDA5.855.856.98—
P/B2.672.674.21—
Growth & Yield
Revenue Growth16.6%16.6%18.7%—
EPS Growth17.1%17.1%18.6%—

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

-14.8%

fácil

EPS terminal req.

$11.13

Spread vs growth

31.8%

5Y implied EPS CAGR

-5.6%

fácil

EPS terminal req.

$13.46

Spread vs growth

22.7%

10Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$21.68

Spread vs growth

15.2%

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 -27.3%

Total return

-27.3%

Start / end P/E

11.2x → 7.0x

EPS bridge

15.36 → 17.98

Residual

-6.5%

EPS growth+17.1%
Multiple rerating-37.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.5%

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.