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REM.JO$18719.00-1.74%
Fair $18719.00+0.0%

REM.JO

Remgro Limited

Financial Services / Asset ManagementJohannesburg

$18719.00

-331.00 (-1.74%)

Fairly Valued+0.0%Fair Value $18719.00Fund rank 30/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 22.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

59/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 2.8%, below the 5% threshold
Thesis & Journal · REM.JOLocal privado en este navegador · Remgro 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

$104.1B

P/E

0.7x

↓

EV/EBITDA

2440.9x

↑

ROE

2.8%

↓

Gross Margin

26.6%

↓

Debt/Equity

0.04

↓
52-Week Range$18719
$15070$20497

TradingView lightweight chart

REM.JO price, volumen y niveles de valoración

Último $19,115Periodo +2512.9%
Fair value: $18,719

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

+7.0%

FCF CAGR

-7.6%

FCF margin

5.7%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.99B · net income $3.30B · FCF $3.00B

2022-FY → 2025-FY

Gross margin

26.6%-3.4% pts

Operating margin

5.7%-2.4% pts

Net margin

6.2%-24.1% pts

FCF margin

5.7%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.99B$52.99B$52.44B$50.63B$43.29B
Net Income$3.30B$3.30B$1.24B$9.62B$13.14B
EBITDA$4.32B$4.32B$1.49B$6.55B$6.09B
EPS5.865.862.1816.9623.13
Gross Margin26.6%26.6%27.7%28.9%29.9%
Operating Margin5.7%5.7%0.7%9.5%8.1%
Net Margin6.2%6.2%2.4%19.0%30.3%
Balance Sheet
Debt/Equity0.040.040.060.110.16
Current Ratio3.513.51———
Cash Flow
Free Cash Flow$3.00B$3.00B$1.19B$-1.86B$3.81B
Returns
ROE2.8%2.8%1.1%8.3%13.3%
Valuation
P/E0.680.686340.83887.03554.73
EV/EBITDA2440.862440.865281.071303.581196.36
P/B90.1590.1570.1974.0673.92
Growth & Yield
Revenue Growth1.1%1.1%3.6%16.9%—
EPS Growth168.8%168.8%-87.1%-26.7%—
Dividend Yield2.3%2.3%———

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

556.9%

muy exigente

EPS terminal req.

$1661.00

Spread vs growth

-388.1%

5Y implied EPS CAGR

221.4%

muy exigente

EPS terminal req.

$2009.81

Spread vs growth

-52.6%

10Y implied EPS CAGR

88.0%

muy exigente

EPS terminal req.

$3236.82

Spread vs growth

80.8%

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 +19.6%

Total return

+19.6%

Start / end P/E

7315.6x → 3194.4x

EPS bridge

2.18 → 5.86

Residual

-95.1%

EPS growth+168.8%
Multiple rerating-56.3%
Dividend+2.3%
Residual / FX / buybacks / cross-term-95.1%

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.