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KIO.JO$31953.00+2.05%
Fair $31953.00+0.0%

KIO.JO

Kumba Iron Ore Limited

Basic Materials / SteelJohannesburg

$31953.00

+641.00 (+2.05%)

Fairly Valued+0.0%Fair Value $31953.00Fund rank 39/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 $19.4B · quality 85.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

45/100

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: 0unknown: 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.
Thesis & Journal · KIO.JOLocal privado en este navegador · Kumba Iron Ore 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

$102.3B

P/E

7.0x

↓

EV/EBITDA

308.2x

↑

ROE

26.6%

↑

Gross Margin

88.5%

↑

Debt/Equity

0.00

↓
52-Week Range$31953
$26790$39531

TradingView lightweight chart

KIO.JO price, volumen y niveles de valoración

Último $31,953Periodo +170.8%
Fair value: $31,953

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

-1.8%

FCF CAGR

+0.7%

FCF margin

24.4%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.08B · net income $14.61B · FCF $17.07B

2022-FY → 2025-FY

Gross margin

88.5%-3.8% pts

Operating margin

36.6%-7.1% pts

Net margin

20.8%+0.6% pts

FCF margin

24.4%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.08B$70.08B$68.53B$86.23B$74.03B
Net Income$14.61B$14.61B$14.70B$22.73B$14.97B
EBITDA$33.30B$33.30B$32.87B$46.37B$32.28B
EPS45.4345.4345.7070.6446.54
Gross Margin88.5%88.5%84.7%89.9%92.4%
Operating Margin36.6%36.6%32.4%46.4%43.6%
Net Margin20.8%20.8%21.4%26.4%20.2%
Balance Sheet
Debt/Equity0.000.000.040.090.17
Current Ratio2.462.46———
Cash Flow
Free Cash Flow$17.07B$17.07B$19.59B$19.44B$16.71B
Returns
ROE26.6%26.6%27.8%43.7%36.5%
Valuation
P/E7.037.03718.16832.791155.44
EV/EBITDA308.15308.15320.77407.92535.75
P/B187.04187.04199.89363.82421.47
Growth & Yield
Revenue Growth2.3%2.3%-20.5%16.5%—
EPS Growth-0.6%-0.6%-35.3%51.8%—
Dividend Yield9.9%9.9%———

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

296.7%

muy exigente

EPS terminal req.

$2835.30

Spread vs growth

-297.3%

5Y implied EPS CAGR

137.5%

muy exigente

EPS terminal req.

$3430.71

Spread vs growth

-138.1%

10Y implied EPS CAGR

61.6%

muy exigente

EPS terminal req.

$5525.19

Spread vs growth

-62.2%

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 +19.3%

Total return

+19.3%

Start / end P/E

639.0x → 703.3x

EPS bridge

45.70 → 45.43

Residual

-0.1%

EPS growth-0.6%
Multiple rerating+10.1%
Dividend+9.9%
Residual / FX / buybacks / cross-term-0.1%

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.