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AFHL.TA$43340.00+0.00%
Fair $43340.00+0.0%

AFHL.TA

Afcon Holdings Ltd

Technology / Electronic ComponentsTel Aviv

$43340.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $43340.00Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Declining Revenue

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 16%

FCF escenarios

weak_data · normalized FCF $46.2M · quality 38.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

44/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · AFHL.TALocal privado en este navegador · Afcon Holdings 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

$2.5B

P/E

32.0x

↑

EV/EBITDA

1277.8x

↑

ROE

11.7%

↑

Gross Margin

15.7%

↓

Debt/Equity

1.16

↑
52-Week Range$43340
$15030$48800

TradingView lightweight chart

AFHL.TA price, volumen y niveles de valoración

Último $44,010Periodo +1125.9%
Fair value: $43,340

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

-7.0%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.68B · net income $77.0M · FCF $46.2M

2022-FY → 2025-FY

Gross margin

15.7%+9.0% pts

Operating margin

7.1%+7.2% pts

Net margin

4.6%+7.1% pts

FCF margin

2.7%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.68B$1.68B$1.78B$2.15B$2.09B
Net Income$77.0M$77.0M$59.8M$-8.6M$-53.8M
EBITDA$189.3M$189.3M$146.5M$95.8M$46.3M
EPS——11.74-1.69-10.64
Gross Margin15.7%15.7%12.4%7.4%6.7%
Operating Margin7.1%7.1%4.5%1.1%-0.1%
Net Margin4.6%4.6%3.4%-0.4%-2.6%
Balance Sheet
Debt/Equity1.161.161.251.391.43
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$46.2M$46.2M$4.6M$52.9M$-146.7M
Returns
ROE11.7%11.7%11.3%-1.9%-11.8%
Valuation
P/E31.9631.961471.04——
EV/EBITDA1277.821277.82614.14546.151649.40
P/B365.51365.51169.01115.02166.80
Growth & Yield
Revenue Growth-5.6%-5.6%-17.2%2.9%—
EPS Growth——794.7%84.1%—
Dividend Yield2.0%2.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +167.8%

Total return

+167.8%

Start / end P/E

n/dx → n/dx

EPS bridge

11.74 → n/d

Residual

+165.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+165.8%

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.