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KCEM.KW$450.00+0.00%
Fair $450.00+0.0%

KCEM.KW

Kuwait Cement Company K.P.S.C.

Basic Materials / Building MaterialsKuwait

$450.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $450.00Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $3.4M · quality 45.3/100

Data gap 27/100
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

51/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.0%, below the 5% threshold
Thesis & Journal · KCEM.KWLocal privado en este navegador · Kuwait Cement Company K.P.S.C.
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

$321M

P/E

45.0x

↑

EV/EBITDA

23688.1x

↑

ROE

3.0%

↑

Gross Margin

9.8%

↓

Debt/Equity

0.31

↑
52-Week Range$450
$319$457

TradingView lightweight chart

KCEM.KW price, volumen y niveles de valoración

Último $450.00Periodo -99.8%
Fair value: $450.00

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

+4.1%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $77.3M · net income $7.1M · FCF $-759547.0

2022-FY → 2025-FY

Gross margin

9.8%+6.9% pts

Operating margin

5.1%+6.4% pts

Net margin

9.2%+3.9% pts

FCF margin

-1.0%+15.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$77.3M$77.3M$68.4M$65.5M$68.6M
Net Income$7.1M$7.1M$3.2M$1.8M$3.6M
EBITDA$13.5M$13.5M$10.3M$9.0M$9.7M
EPS0.010.010.000.000.01
Gross Margin9.8%9.8%10.0%7.6%2.8%
Operating Margin5.1%5.1%4.5%2.3%-1.3%
Net Margin9.2%9.2%4.7%2.7%5.3%
Balance Sheet
Debt/Equity0.310.310.300.390.40
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-759547.00$-759547.00$3.4M$10.9M$-11.3M
Returns
ROE3.0%3.0%1.5%0.9%1.9%
Valuation
P/E45.0045.0051777.7859756.1041176.47
EV/EBITDA23688.1223688.1216096.8111648.5815475.85
P/B1325.711325.71785.46549.40771.14
Growth & Yield
Revenue Growth13.0%13.0%4.4%-4.5%—
EPS Growth122.9%122.9%82.9%-51.8%—
Dividend Yield1.6%1.6%———

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

1484.9%

muy exigente

EPS terminal req.

$39.93

Spread vs growth

-1362.0%

5Y implied EPS CAGR

445.2%

muy exigente

EPS terminal req.

$48.32

Spread vs growth

-322.3%

10Y implied EPS CAGR

144.9%

muy exigente

EPS terminal req.

$77.81

Spread vs growth

-22.0%

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 +26.6%

Total return

+26.6%

Start / end P/E

80000.0x → 44865.4x

EPS bridge

0.00 → 0.01

Residual

-54.0%

EPS growth+122.9%
Multiple rerating-43.9%
Dividend+1.6%
Residual / FX / buybacks / cross-term-54.0%

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.