Consumer Defensive / Education & Training ServicesJohannesburg
$4244.00
-74.00 (-1.71%)
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 $293.2M · quality 63.0/100
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.
SA Score
58/100
C
Piotroski
8/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$23.1B
P/E
18.2x
↑EV/EBITDA
923.6x
↑ROE
19.2%
↑Gross Margin
51.3%
↑Debt/Equity
0.45
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
+10.3%
FCF CAGR
+17.9%
FCF margin
3.8%
FCF / Net income
0.28x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $9.33B · net income $1.29B · FCF $359.1M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $9.33B | $9.33B | $8.52B | $7.86B | $6.96B |
| Net Income | $1.29B | $1.29B | $1.10B | $951.0M | $805.4M |
| EBITDA | $2.54B | $2.54B | $2.25B | $1.97B | $1.69B |
| EPS | 2.33 | 2.33 | 2.00 | 1.73 | 1.47 |
| Gross Margin | 51.3% | 51.3% | 50.2% | 48.7% | 49.6% |
| Operating Margin | 23.2% | 23.2% | 22.9% | 21.7% | 22.1% |
| Net Margin | 13.8% | 13.8% | 13.0% | 12.1% | 11.6% |
| Balance Sheet | |||||
| Debt/Equity | 0.45 | 0.45 | 0.51 | 0.49 | 0.55 |
| Current Ratio | 0.30 | 0.30 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $359.1M | $359.1M | $53.9M | $293.2M | $219.1M |
| Returns | |||||
| ROE | 19.2% | 19.2% | 18.0% | 17.5% | 16.4% |
| Valuation | |||||
| P/E | 18.21 | 18.21 | 1655.00 | 1409.01 | 1230.46 |
| EV/EBITDA | 923.64 | 923.64 | 815.05 | 679.69 | 586.93 |
| P/B | 349.10 | 349.10 | 297.55 | 245.84 | 202.05 |
| Growth & Yield | |||||
| Revenue Growth | 9.5% | 9.5% | 8.4% | 12.9% | — |
| EPS Growth | 16.5% | 16.5% | 15.5% | 17.7% | — |
| Dividend Yield | 2.8% | 2.8% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
444.7%
EPS terminal req.
$376.58
Spread vs growth
-428.2%
5Y implied EPS CAGR
187.2%
EPS terminal req.
$455.67
Spread vs growth
-170.7%
10Y implied EPS CAGR
77.8%
EPS terminal req.
$733.86
Spread vs growth
-61.3%
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.
Total return
+33.6%
Start / end P/E
1623.5x → 1822.7x
EPS bridge
2.00 → 2.33
Residual
+2.0%
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.