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MEZZAN.KW$1170.00-0.85%
Fair $1170.00+0.0%

MEZZAN.KW

Mezzan Holding Company K.S.C.P.

Consumer Defensive / Packaged FoodsKuwait

$1170.00

-10.00 (-0.85%)

Fairly Valued+0.0%Fair Value $1170.00Fund rank 28/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.6M · quality 46.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

46/100

C

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · MEZZAN.KWLocal privado en este navegador · Mezzan Holding Company K.S.C.P.
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

$364M

P/E

19.5x

↑

EV/EBITDA

10322.0x

↑

ROE

13.5%

↑

Gross Margin

25.2%

↓

Debt/Equity

0.76

↑
52-Week Range$1170
$1006$1800

TradingView lightweight chart

MEZZAN.KW price, volumen y niveles de valoración

Último $1,170Periodo +36.9%
Fair value: $1,170

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

+5.2%

FCF CAGR

+103.1%

FCF margin

1.9%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $297.1M · net income $17.3M · FCF $5.6M

2022-FY → 2025-FY

Gross margin

25.2%+5.2% pts

Operating margin

8.8%+9.4% pts

Net margin

5.8%+6.6% pts

FCF margin

1.9%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$297.1M$297.1M$286.1M$271.2M$255.2M
Net Income$17.3M$17.3M$14.6M$11.5M$-2.0M
EBITDA$35.3M$35.3M$31.5M$27.9M$11.6M
EPS0.060.060.050.04-0.01
Gross Margin25.2%25.2%23.8%22.7%20.0%
Operating Margin8.8%8.8%6.8%6.8%-0.6%
Net Margin5.8%5.8%5.1%4.2%-0.8%
Balance Sheet
Debt/Equity0.760.760.730.820.86
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$5.6M$5.6M$5.3M$16.1M$666889.00
Returns
ROE13.5%13.5%12.1%10.4%-1.9%
Valuation
P/E19.5019.5020042.6415588.63—
EV/EBITDA10322.0510322.059258.946397.7210607.01
P/B2830.802830.802428.041624.571195.05
Growth & Yield
Revenue Growth3.8%3.8%5.5%6.3%—
EPS Growth18.8%18.8%26.9%679.2%—
Dividend Yield3.8%3.8%———

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

1130.5%

muy exigente

EPS terminal req.

$103.82

Spread vs growth

-1111.7%

5Y implied EPS CAGR

368.4%

muy exigente

EPS terminal req.

$125.62

Spread vs growth

-349.6%

10Y implied EPS CAGR

127.0%

muy exigente

EPS terminal req.

$202.31

Spread vs growth

-108.2%

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 +18.5%

Total return

+18.5%

Start / end P/E

21748.4x → 20997.8x

EPS bridge

0.05 → 0.06

Residual

-0.6%

EPS growth+18.8%
Multiple rerating-3.5%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.6%

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.