Consumer Cyclical / LodgingJohannesburg
$421.00
+1.00 (+0.24%)
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 23% · confianza 25%
FCF escenarios
weak_data · normalized FCF $191.9M · quality 70.0/100
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
42/100
C
Piotroski
7/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$2.3B
P/E
11.1x
↓EV/EBITDA
370.0x
↑ROE
16.9%
↑Gross Margin
42.0%
↑Debt/Equity
1.14
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
+21.9%
FCF CAGR
—
FCF margin
—
FCF / Net income
—
Latest source
Provider fallback
Margin decomposition
Último año: revenue $2.00B · net income $213.0M · FCF —
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $2.00B | $2.00B | $1.93B | $1.71B | $1.10B |
| Net Income | $213.0M | $213.0M | $188.7M | $163.7M | $81.7M |
| EBITDA | $628.0M | $628.0M | $562.2M | $528.1M | $444.1M |
| EPS | 0.38 | 0.38 | 0.33 | 0.29 | 0.14 |
| Gross Margin | 42.0% | 42.0% | 42.0% | 40.5% | 33.3% |
| Operating Margin | 19.3% | 19.3% | 20.1% | 17.8% | 2.8% |
| Net Margin | 10.7% | 10.7% | 9.8% | 9.5% | 7.4% |
| Balance Sheet | |||||
| Debt/Equity | 1.14 | 1.14 | 1.21 | 1.57 | 2.09 |
| Current Ratio | 0.71 | 0.71 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | — | — | $135.0M | $248.9M | $111.9M |
| Returns | |||||
| ROE | 16.9% | 16.9% | 16.1% | 14.6% | 8.4% |
| Valuation | |||||
| P/E | 11.08 | 11.08 | 1352.41 | 1730.77 | 2909.09 |
| EV/EBITDA | 369.99 | 369.99 | 455.82 | 539.68 | 541.18 |
| P/B | 182.73 | 182.73 | 217.22 | 253.65 | 244.35 |
| Growth & Yield | |||||
| Revenue Growth | 3.5% | 3.5% | 12.6% | 55.3% | — |
| EPS Growth | 15.4% | 15.4% | 16.1% | 100.0% | — |
| Dividend Yield | 4.0% | 4.0% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
360.3%
EPS terminal req.
$37.36
Spread vs growth
-345.0%
5Y implied EPS CAGR
159.7%
EPS terminal req.
$45.20
Spread vs growth
-144.3%
10Y implied EPS CAGR
69.0%
EPS terminal req.
$72.80
Spread vs growth
-53.6%
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
+5.7%
Start / end P/E
1244.0x → 1096.6x
EPS bridge
0.33 → 0.38
Residual
-1.8%
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.