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NPN.JO$92055.00+9.78%
Fair $92055.00+0.0%

NPN.JO

Naspers Limited

Consumer Cyclical / Internet RetailJohannesburg

$92055.00

+8202.00 (+9.78%)

Fairly Valued+0.0%Fair Value $92055.00Fund rank 22/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $936.0M · quality 30.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

37/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · NPN.JOLocal privado en este navegador · Naspers 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

$692.7B

P/E

8.4x

↓

EV/EBITDA

5900.7x

↑

ROE

23.6%

↑

Gross Margin

40.3%

↑

Debt/Equity

N/A

•
52-Week Range$92055
$81758$131144

TradingView lightweight chart

NPN.JO price, volumen y niveles de valoración

Último $92,055Periodo +12752.4%
Fair value: $92,055

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

+4.5%

FCF CAGR

—

FCF margin

24.6%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.18B · net income $5.24B · FCF $1.77B

2022-FY → 2025-FY

Gross margin

40.3%+14.3% pts

Operating margin

1.7%+14.7% pts

Net margin

73.0%-121.2% pts

FCF margin

24.6%+40.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.18B$7.18B$6.43B$5.96B$6.29B
Net Income$5.24B$5.24B$2.85B$4.33B$12.22B
EBITDA$13.34B$13.34B$7.78B$10.47B$19.15B
EPS5.955.9514.7619.9841.27
Gross Margin40.3%40.3%38.3%31.5%25.9%
Operating Margin1.7%1.7%-2.8%-7.2%-13.1%
Net Margin73.0%73.0%44.4%72.7%194.2%
Balance Sheet
Current Ratio3.713.71———
Cash Flow
Free Cash Flow$1.77B$1.77B$936.0M$-479.0M$-981.0M
Returns
ROE23.6%23.6%16.0%22.8%59.4%
Valuation
P/E8.398.394548.863254.57775.38
EV/EBITDA5900.745900.741609.436469.59485.01
P/B3548.723548.72700.893573.78451.81
Growth & Yield
Revenue Growth11.7%11.7%7.9%-5.3%—
EPS Growth-59.7%-59.7%-26.1%-51.6%—
Dividend Yield0.6%0.6%———

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

1011.2%

muy exigente

EPS terminal req.

$8168.35

Spread vs growth

-1070.8%

5Y implied EPS CAGR

340.6%

muy exigente

EPS terminal req.

$9883.70

Spread vs growth

-400.2%

10Y implied EPS CAGR

120.1%

muy exigente

EPS terminal req.

$15917.80

Spread vs growth

-179.8%

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 -10.4%

Total return

-10.4%

Start / end P/E

7010.3x → 15461.0x

EPS bridge

14.76 → 5.95

Residual

-71.9%

EPS growth-59.7%
Multiple rerating+120.5%
Dividend+0.6%
Residual / FX / buybacks / cross-term-71.9%

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.