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AFE.JO$11880.00-1.86%
Fair $11880.00+0.0%

AFE.JO

AECI Ltd

Basic Materials / Specialty ChemicalsJohannesburg

$11880.00

-235.00 (-1.86%)

Fairly Valued+0.0%Fair Value $11880.00Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9
Declining RevenueLow Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

49/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is 3.2%, below the 5% threshold
Thesis & Journal · AFE.JOLocal privado en este navegador · AECI Ltd
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

$12.5B

P/E

33.7x

↑

EV/EBITDA

747.7x

↑

ROE

3.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.39

↑
52-Week Range$11880
$8521$12790

TradingView lightweight chart

AFE.JO price, volumen y niveles de valoración

Último $12,384Periodo +883.9%
Fair value: $11,880

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

-3.3%

FCF CAGR

—

FCF margin

4.0%

FCF / Net income

3.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.18B · net income $366.0M · FCF $1.27B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

4.8%-1.0% pts

Net margin

1.1%-1.5% pts

FCF margin

4.0%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.18B$32.18B$33.60B$34.94B$35.58B
Net Income$366.0M$366.0M$-279.0M$1.18B$930.0M
EBITDA$1.70B$1.70B$1.70B$3.66B$3.19B
EPS3.393.39-2.6810.928.74
Gross Margin——32.1%30.5%27.7%
Operating Margin4.8%4.8%4.6%7.0%5.8%
Net Margin1.1%1.1%-0.8%3.4%2.6%
Balance Sheet
Debt/Equity0.390.390.520.520.65
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$1.27B$1.27B$755.0M$1.56B$-2.23B
Returns
ROE3.2%3.2%-2.3%9.6%8.0%
Valuation
P/E33.6533.65—992.951007.21
EV/EBITDA747.70747.70550.31319.84294.71
P/B110.43110.4378.1295.1280.24
Growth & Yield
Revenue Growth-4.2%-4.2%-3.8%-1.8%—
EPS Growth226.5%226.5%-124.5%24.9%—
Dividend Yield3.6%3.6%———

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

577.5%

muy exigente

EPS terminal req.

$1054.15

Spread vs growth

-351.0%

5Y implied EPS CAGR

227.4%

muy exigente

EPS terminal req.

$1275.52

Spread vs growth

-0.9%

10Y implied EPS CAGR

89.8%

muy exigente

EPS terminal req.

$2054.24

Spread vs growth

136.7%

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 · 1Y approxreconcilia total +23.5%

Total return

+23.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.68 → 3.39

Residual

+19.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+19.9%

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.