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9649.SR$106.20+0.00%
Fair $106.20+0.0%

9649.SR

Jamjoom Fashion Trading Company

Consumer Cyclical / Apparel ManufacturingSaudi

$106.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $106.20Fund rank 35/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $148.1M · quality 67.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

37/100

D

Piotroski

6/9

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 · 9649.SRLocal privado en este navegador · Jamjoom Fashion Trading 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

$844M

P/E

7.8x

↓

EV/EBITDA

4.0x

↓

ROE

49.1%

↑

Gross Margin

69.8%

↑

Debt/Equity

1.04

↑
52-Week Range$106
$105$157

TradingView lightweight chart

9649.SR price, volumen y niveles de valoración

Último $106.20Periodo -27.5%
Fair value: $106.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+12.1%

FCF CAGR

+77.9%

FCF margin

22.4%

FCF / Net income

1.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $711.0M · net income $104.9M · FCF $159.0M

2023-FY → 2025-FY

Gross margin

69.8%+2.9% pts

Operating margin

17.9%+3.8% pts

Net margin

14.8%+3.3% pts

FCF margin

22.4%+13.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$711.0M$711.0M$612.2M$565.6M
Net Income$104.9M$104.9M$81.9M$64.6M
EBITDA$253.7M$253.7M$208.5M$188.7M
EPS13.2013.2010.318.13
Gross Margin69.8%69.8%68.8%66.9%
Operating Margin17.9%17.9%15.9%14.1%
Net Margin14.8%14.8%13.4%11.4%
Balance Sheet
Debt/Equity1.041.041.55—
Current Ratio0.920.92——
Cash Flow
Free Cash Flow$159.0M$159.0M$148.1M$50.2M
Returns
ROE49.1%49.1%74.7%—
Valuation
P/E7.837.83——
EV/EBITDA3.973.97——
P/B3.953.95——
Growth & Yield
Revenue Growth16.1%16.1%8.2%—
EPS Growth28.0%28.0%26.8%—
Dividend Yield7.5%7.5%——

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

-10.6%

fácil

EPS terminal req.

$9.42

Spread vs growth

38.6%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$11.40

Spread vs growth

30.9%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$18.36

Spread vs growth

24.7%

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 · available periodreconcilia total -20.0%

Total return

-20.0%

Start / end P/E

14.2x → 8.0x

EPS bridge

10.31 → 13.20

Residual

-12.1%

EPS growth+28.0%
Multiple rerating-43.3%
Dividend+7.5%
Residual / FX / buybacks / cross-term-12.1%

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.