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ITE.JO$820.00-3.42%
Fair $820.00+0.0%

ITE.JO

Italtile Limited

Consumer Cyclical / Home Improvement RetailJohannesburg

$820.00

-29.00 (-3.42%)

Fairly Valued+0.0%Fair Value $820.00Fund rank 28/100 · Data gapFallback financials|
SA 40/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $852.0M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

40/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · ITE.JOLocal privado en este navegador · Italtile 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

$9.8B

P/E

7.1x

↓

EV/EBITDA

357.6x

↑

ROE

18.5%

↑

Gross Margin

40.7%

↑

Debt/Equity

0.12

↓
52-Week Range$820
$776$1124

TradingView lightweight chart

ITE.JO price, volumen y niveles de valoración

Último $820.00Periodo +1174.4%
Fair value: $820.00

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

-0.4%

FCF CAGR

—

FCF margin

4.4%

FCF / Net income

0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.88B · net income $1.49B · FCF $392.0M

2022-FY → 2025-FY

Gross margin

40.7%-5.1% pts

Operating margin

23.2%-7.1% pts

Net margin

16.8%-3.8% pts

FCF margin

4.4%+8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.88B$8.88B$9.06B$9.14B$8.98B
Net Income$1.49B$1.49B$1.46B$1.60B$1.85B
EBITDA$2.73B$2.73B$2.69B$2.86B$3.20B
EPS1.261.261.221.321.51
Gross Margin40.7%40.7%40.7%43.2%45.8%
Operating Margin23.2%23.2%22.9%25.3%30.3%
Net Margin16.8%16.8%16.1%17.6%20.6%
Balance Sheet
Debt/Equity0.120.120.120.120.14
Current Ratio2.492.49———
Cash Flow
Free Cash Flow$392.0M$392.0M$989.0M$852.0M$-331.0M
Returns
ROE18.5%18.5%17.9%21.4%27.6%
Valuation
P/E7.137.13982.80944.86968.98
EV/EBITDA357.57357.57533.20529.51560.09
P/B120.58120.58175.90202.68267.67
Growth & Yield
Revenue Growth-2.1%-2.1%-0.8%1.7%—
EPS Growth2.9%2.9%-7.8%-12.6%—
Dividend Yield5.7%5.7%———

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

286.9%

muy exigente

EPS terminal req.

$72.76

Spread vs growth

-284.1%

5Y implied EPS CAGR

134.0%

muy exigente

EPS terminal req.

$88.04

Spread vs growth

-131.1%

10Y implied EPS CAGR

60.4%

muy exigente

EPS terminal req.

$141.79

Spread vs growth

-57.6%

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 -14.8%

Total return

-14.8%

Start / end P/E

844.4x → 652.9x

EPS bridge

1.22 → 1.26

Residual

-0.7%

EPS growth+2.9%
Multiple rerating-22.7%
Dividend+5.7%
Residual / FX / buybacks / cross-term-0.7%

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.