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OAO.JO$30.00+0.00%
Fair $30.00+0.0%

OAO.JO

Oando PLC

Energy / Oil & Gas Refining & MarketingJohannesburg

$30.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $30.00Fund rank 25/100 · Data gapFallback financials|
SA 61/B
F-Score: 3/9
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 $-295.1B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

61/100

B

Piotroski

3/9

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 -48.1%, below the 5% threshold
Thesis & Journal · OAO.JOLocal privado en este navegador · Oando PLC
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

$9.4B

P/E

0.9x

↓

EV/EBITDA

4.9x

↓

ROE

-48.1%

↓

Gross Margin

0.9%

↓

Debt/Equity

-5.91

↓
52-Week Range$30
$0$34

TradingView lightweight chart

OAO.JO price, volumen y niveles de valoración

Último $30.00Periodo -86.6%
Fair value: $30.00

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

+17.2%

FCF CAGR

—

FCF margin

-9.2%

FCF / Net income

-1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.21T · net income $244.31B · FCF $-295.12B

2022-FY → 2025-FY

Gross margin

0.9%-3.1% pts

Operating margin

-7.6%-9.0% pts

Net margin

7.6%+11.6% pts

FCF margin

-9.2%-6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3212.96B$3212.96B$4086.65B$2845.60B$1993.75B
Net Income$244.31B$244.31B$224.86B$62.00B$-78.72B
EBITDA$582.12B$582.12B$690.90B$267.29B$39.64B
EPS30.0030.0018.004.30-5.16
Gross Margin0.9%0.9%3.8%3.0%3.9%
Operating Margin-7.6%-7.6%-10.9%-0.5%1.4%
Net Margin7.6%7.6%5.5%2.2%-3.9%
Balance Sheet
Debt/Equity-5.91-5.91-8.61-3.31-2.70
Current Ratio0.320.32———
Cash Flow
Free Cash Flow$-295.12B$-295.12B$-556.07B$100.92B$-62.79B
Returns
ROE-48.1%-48.1%-69.1%-24.9%41.6%
Valuation
P/E0.860.861.423.77—
EV/EBITDA4.934.934.203.6921.69
Growth & Yield
Revenue Growth-21.4%-21.4%43.6%42.7%—
EPS Growth66.7%66.7%318.9%183.3%—

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

-55.4%

fácil

EPS terminal req.

$2.66

Spread vs growth

122.1%

5Y implied EPS CAGR

-36.0%

fácil

EPS terminal req.

$3.22

Spread vs growth

102.7%

10Y implied EPS CAGR

-16.1%

fácil

EPS terminal req.

$5.19

Spread vs growth

82.8%

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 +30.0%

Total return

+30.0%

Start / end P/E

1.3x → 1.0x

EPS bridge

18.00 → 30.00

Residual

-14.7%

EPS growth+66.7%
Multiple rerating-22.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.7%

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.