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NESR.DE$86.41-0.33%
Fair $86.41+0.0%

NESR.DE

NESR.DE

Consumer Defensive / Packaged FoodsXETRA

$86.41

-0.29 (-0.33%)

Fairly Valued+0.0%Fair Value $86.41Fund rank 32/100 · Data gapFallback financials|
SA 26/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.7B · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

26/100

D

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 3 consecutive years
Thesis & Journal · NESR.DELocal privado en este navegador · NESR.DE
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

$222.3B

P/E

22.5x

↑

EV/EBITDA

17.0x

↑

ROE

27.5%

↑

Gross Margin

45.8%

↑

Debt/Equity

1.76

↑
52-Week Range$86
$75$94

TradingView lightweight chart

NESR.DE price, volumen y niveles de valoración

Último $86.41Periodo +388.2%
Fair value: $86.41

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

+18.9%

FCF margin

12.2%

FCF / Net income

1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $89.89B · net income $9.03B · FCF $10.99B

2022-FY → 2025-FY

Gross margin

45.8%+0.4% pts

Operating margin

15.6%-1.0% pts

Net margin

10.0%+0.3% pts

FCF margin

12.2%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$89.89B$89.89B$91.72B$93.35B$94.78B
Net Income$9.03B$9.03B$10.88B$11.21B$9.27B
EBITDA$16.21B$16.21B$18.66B$17.80B$16.08B
EPS3.513.514.194.243.42
Gross Margin45.8%45.8%46.9%46.1%45.4%
Operating Margin15.6%15.6%17.0%16.8%16.5%
Net Margin10.0%10.0%11.9%12.0%9.8%
Balance Sheet
Debt/Equity1.761.761.771.551.29
Current Ratio0.790.79———
Cash Flow
Free Cash Flow$10.99B$10.99B$10.71B$9.74B$6.55B
Returns
ROE27.5%27.5%30.3%31.4%22.1%
Valuation
P/E22.5022.50———
EV/EBITDA17.0417.04———
P/B6.786.78———
Growth & Yield
Revenue Growth-2.0%-2.0%-1.7%-1.5%—
EPS Growth-16.2%-16.2%-1.2%24.0%—
Dividend Yield3.9%3.9%———

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

29.8%

muy exigente

EPS terminal req.

$7.67

Spread vs growth

-46.0%

5Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$9.28

Spread vs growth

-37.7%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$14.94

Spread vs growth

-31.8%

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 -3.0%

Total return

-3.0%

Start / end P/E

22.1x → 24.6x

EPS bridge

4.19 → 3.51

Residual

-1.8%

EPS growth-16.2%
Multiple rerating+11.2%
Dividend+3.9%
Residual / FX / buybacks / cross-term-1.8%

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.