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PPH.JO$2064.00-1.39%
Fair $2064.00+0.0%

PPH.JO

Pepkor Holdings Limited

Consumer Cyclical / Department StoresJohannesburg

$2064.00

-29.00 (-1.39%)

Fairly Valued+0.0%Fair Value $2064.00Fund rank 33/100 · Data gapFallback financials|
SA 44/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 69.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

44/100

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 · PPH.JOLocal privado en este navegador · Pepkor Holdings 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

$76.1B

P/E

12.8x

↓

EV/EBITDA

484.8x

↑

ROE

8.9%

↑

Gross Margin

39.8%

↑

Debt/Equity

0.43

↓
52-Week Range$2064
$2064$2919

TradingView lightweight chart

PPH.JO price, volumen y niveles de valoración

Último $2,064Periodo -4.1%
Fair value: $2,064

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

+5.5%

FCF CAGR

-17.4%

FCF margin

1.7%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $95.34B · net income $5.64B · FCF $1.64B

2022-FY → 2025-FY

Gross margin

39.8%+4.5% pts

Operating margin

14.0%+3.5% pts

Net margin

5.9%-1.6% pts

FCF margin

1.7%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$95.34B$95.34B$85.14B$78.96B$81.15B
Net Income$5.64B$5.64B$2.07B$-1.30B$6.11B
EBITDA$15.92B$15.92B$11.96B$7.08B$15.02B
EPS1.511.510.56-0.351.63
Gross Margin39.8%39.8%38.3%36.4%35.3%
Operating Margin14.0%14.0%12.8%10.0%10.5%
Net Margin5.9%5.9%2.4%-1.6%7.5%
Balance Sheet
Debt/Equity0.430.430.420.450.43
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$1.64B$1.64B$3.56B$3.07B$2.92B
Returns
ROE8.9%8.9%3.5%-2.2%9.7%
Valuation
P/E12.8212.824265.23—1283.44
EV/EBITDA484.77484.77740.30841.61523.89
P/B121.72121.72151.00100.83125.03
Growth & Yield
Revenue Growth12.0%12.0%7.8%-2.7%—
EPS Growth171.0%171.0%257.6%-121.7%—
Dividend Yield2.5%2.5%———

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

394.8%

muy exigente

EPS terminal req.

$183.15

Spread vs growth

-223.8%

5Y implied EPS CAGR

171.1%

muy exigente

EPS terminal req.

$221.61

Spread vs growth

-0.2%

10Y implied EPS CAGR

72.7%

muy exigente

EPS terminal req.

$356.90

Spread vs growth

98.3%

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 -25.2%

Total return

-25.2%

Start / end P/E

5116.5x → 1365.1x

EPS bridge

0.56 → 1.51

Residual

-125.4%

EPS growth+171.0%
Multiple rerating-73.3%
Dividend+2.5%
Residual / FX / buybacks / cross-term-125.4%

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.