StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
AFH.JO$833.00+1.96%
Fair $833.00+0.0%

AFH.JO

Alexander Forbes Group Holdings Limited

Financial Services / Financial ConglomeratesJohannesburg

$833.00

+16.00 (+1.96%)

Fairly Valued+0.0%Fair Value $833.00Fund rank 31/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 61.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

54/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · AFH.JOLocal privado en este navegador · Alexander Forbes Group Holdings Limited
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

$10.6B

P/E

15.1x

↑

EV/EBITDA

762.9x

↑

ROE

22.3%

↑

Gross Margin

42.0%

↓

Debt/Equity

0.22

↓
52-Week Range$833
$632$940

TradingView lightweight chart

AFH.JO price, volumen y niveles de valoración

Último $833.00Periodo -8.5%
Fair value: $833.00

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

+10.4%

FCF CAGR

—

FCF margin

-8.0%

FCF / Net income

-0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.65B · net income $883.0M · FCF $-453.0M

2022-FY → 2025-FY

Gross margin

42.0%-0.9% pts

Operating margin

15.3%+2.0% pts

Net margin

15.6%+3.8% pts

FCF margin

-8.0%-42.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.65B$5.65B$5.06B$4.49B$4.20B
Net Income$883.0M$883.0M$672.0M$704.0M$495.0M
EBITDA$1.37B$1.37B$1.16B$1.10B$1.03B
EPS0.700.700.520.540.36
Gross Margin42.0%42.0%41.3%42.7%42.9%
Operating Margin15.3%15.3%13.7%12.6%13.3%
Net Margin15.6%15.6%13.3%15.7%11.8%
Balance Sheet
Debt/Equity0.220.220.160.130.15
Current Ratio3.063.06———
Cash Flow
Free Cash Flow$-453.0M$-453.0M$989.0M$138.0M$1.44B
Returns
ROE22.3%22.3%14.8%15.8%12.2%
Valuation
P/E15.1515.151133.841078.501232.88
EV/EBITDA762.90762.90650.09682.79585.24
P/B266.65266.65167.64170.57149.93
Growth & Yield
Revenue Growth11.7%11.7%12.7%6.9%—
EPS Growth33.3%33.3%-2.2%46.6%—
Dividend Yield7.0%7.0%———

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

373.3%

muy exigente

EPS terminal req.

$73.91

Spread vs growth

-340.1%

5Y implied EPS CAGR

164.0%

muy exigente

EPS terminal req.

$89.44

Spread vs growth

-130.8%

10Y implied EPS CAGR

70.4%

muy exigente

EPS terminal req.

$144.04

Spread vs growth

-37.2%

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 -3.7%

Total return

-3.7%

Start / end P/E

1783.9x → 1195.1x

EPS bridge

0.52 → 0.70

Residual

-11.0%

EPS growth+33.3%
Multiple rerating-33.0%
Dividend+7.0%
Residual / FX / buybacks / cross-term-11.0%

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.