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AFT.JO$3070.00-2.54%
Fair $3070.00+0.0%

AFT.JO

Afrimat Limited

Basic Materials / Building MaterialsJohannesburg

$3070.00

-80.00 (-2.54%)

Fairly Valued+0.0%Fair Value $3070.00Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 6/9
Low 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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $592000.00 · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

39/100

D

Piotroski

6/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 2.8%, below the 5% threshold
Thesis & Journal · AFT.JOLocal privado en este navegador · Afrimat 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

$4.7B

P/E

38.9x

↑

EV/EBITDA

373.1x

↑

ROE

2.8%

↑

Gross Margin

17.5%

↓

Debt/Equity

0.59

↑
52-Week Range$3070
$3038$5399

TradingView lightweight chart

AFT.JO price, volumen y niveles de valoración

Último $3,070Periodo +274.4%
Fair value: $3,070

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+26.8%

FCF CAGR

-85.0%

FCF margin

0.0%

FCF / Net income

0.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.01B · net income $121.7M · FCF $592000.0

2023-FY → 2026-FY

Gross margin

17.5%-17.1% pts

Operating margin

5.1%-13.3% pts

Net margin

1.2%-12.3% pts

FCF margin

0.0%-3.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.01B$10.01B$8.32B$6.08B$4.91B
Net Income$121.7M$121.7M$95.6M$781.8M$661.3M
EBITDA$1.27B$1.27B$1.11B$1.54B$1.34B
EPS0.790.790.625.144.50
Gross Margin17.5%17.5%18.0%34.2%34.6%
Operating Margin5.1%5.1%4.4%19.3%18.4%
Net Margin1.2%1.2%1.1%12.9%13.5%
Balance Sheet
Debt/Equity0.590.590.440.120.08
Current Ratio0.770.77———
Cash Flow
Free Cash Flow$592000.00$592000.00$-353.5M$542.2M$176.7M
Returns
ROE2.8%2.8%2.2%17.2%17.2%
Valuation
P/E38.8638.869726.691162.131200.00
EV/EBITDA373.15373.15834.83590.86593.84
P/B106.83106.83213.22200.08206.90
Growth & Yield
Revenue Growth20.3%20.3%36.7%23.9%—
EPS Growth27.5%27.5%-87.9%14.3%—
Dividend Yield1.1%1.1%———

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

600.4%

muy exigente

EPS terminal req.

$272.41

Spread vs growth

-572.9%

5Y implied EPS CAGR

234.0%

muy exigente

EPS terminal req.

$329.62

Spread vs growth

-206.5%

10Y implied EPS CAGR

91.7%

muy exigente

EPS terminal req.

$530.85

Spread vs growth

-64.2%

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 -39.9%

Total return

-39.9%

Start / end P/E

8360.1x → 3871.4x

EPS bridge

0.62 → 0.79

Residual

-14.8%

EPS growth+27.5%
Multiple rerating-53.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-14.8%

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.