StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
CPI.JO$439500.00-1.46%
Fair $439500.00+0.0%

CPI.JO

Capitec Bank Holdings Limited

Financial Services / Banks - RegionalJohannesburg

$439500.00

-6511.00 (-1.46%)

Fairly Valued+0.0%Fair Value $439500.00Fund rank 38/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 100.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

47/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · CPI.JOLocal privado en este navegador · Capitec Bank 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

$509.2B

P/E

30.2x

↑

EV/EBITDA

N/A

•

ROE

28.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.06

↓
52-Week Range$439500
$334356$483332

TradingView lightweight chart

CPI.JO price, volumen y niveles de valoración

Último $439,500Periodo +332286.7%
Fair value: $439,500

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

+20.5%

FCF CAGR

+79.2%

FCF margin

34.2%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.09B · net income $16.83B · FCF $17.80B

2023-FY → 2026-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

32.3%+1.6% pts

FCF margin

34.2%+23.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$52.09B$52.09B$43.77B$36.04B$29.75B
Net Income$16.83B$16.83B$13.74B$10.57B$9.15B
EPS145.43145.43118.7891.3779.11
Net Margin32.3%32.3%31.4%29.3%30.8%
Balance Sheet
Debt/Equity0.060.060.100.120.13
Cash Flow
Free Cash Flow$17.80B$17.80B$23.53B$15.96B$3.09B
Returns
ROE28.3%28.3%27.0%24.3%24.1%
Valuation
P/E30.2330.232542.522300.782190.00
P/B855.06855.06686.47558.21528.23
Growth & Yield
Revenue Growth19.0%19.0%21.4%21.1%—
EPS Growth22.4%22.4%30.0%15.5%—
Dividend Yield1.8%1.8%———

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

544.9%

muy exigente

EPS terminal req.

$38998.30

Spread vs growth

-522.4%

5Y implied EPS CAGR

217.9%

muy exigente

EPS terminal req.

$47187.94

Spread vs growth

-195.4%

10Y implied EPS CAGR

87.0%

muy exigente

EPS terminal req.

$75996.65

Spread vs growth

-64.6%

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.

Return attribution · 1Y approxreconcilia total +29.3%

Total return

+29.3%

Start / end P/E

2901.5x → 3022.1x

EPS bridge

118.78 → 145.43

Residual

+0.9%

EPS growth+22.4%
Multiple rerating+4.2%
Dividend+1.8%
Residual / FX / buybacks / cross-term+0.9%

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.