Consumer Defensive / Education & Training ServicesJohannesburg
$1245.00
+5.00 (+0.40%)
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 $186.0M · quality 69.0/100
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.
SA Score
69/100
B
Piotroski
7/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$10.6B
P/E
35.6x
↑EV/EBITDA
2271.0x
↑ROE
13.4%
↑Gross Margin
N/A
•Debt/Equity
0.06
↓TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2021–2024 · 3 años de histórico normalizado
Revenue CAGR
+13.7%
FCF CAGR
+219.1%
FCF margin
15.5%
FCF / Net income
0.95x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $1.61B · net income $261.9M · FCF $249.4M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $1.61B | $1.61B | $1.41B | $1.21B | $1.10B |
| Net Income | $261.9M | $261.9M | $208.2M | $165.6M | $126.0M |
| EBITDA | $470.5M | $470.5M | $411.2M | $356.7M | $288.1M |
| EPS | 0.30 | 0.30 | 0.24 | 0.19 | 0.14 |
| Operating Margin | 23.1% | 23.1% | 21.6% | 22.9% | 21.3% |
| Net Margin | 16.3% | 16.3% | 14.7% | 13.6% | 11.5% |
| Balance Sheet | |||||
| Debt/Equity | 0.06 | 0.06 | 0.06 | 0.10 | 0.12 |
| Current Ratio | 1.16 | 1.16 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $249.4M | $249.4M | $186.0M | $137.1M | $7.7M |
| Returns | |||||
| ROE | 13.4% | 13.4% | 11.6% | 9.3% | 7.6% |
| Valuation | |||||
| P/E | 35.57 | 35.57 | 2116.18 | 2570.68 | 2434.48 |
| EV/EBITDA | 2270.96 | 2270.96 | 1069.76 | 1195.38 | 1063.81 |
| P/B | 545.99 | 545.99 | 245.12 | 240.60 | 185.45 |
| Growth & Yield | |||||
| Revenue Growth | 14.0% | 14.0% | 16.5% | 10.6% | — |
| EPS Growth | 26.6% | 26.6% | 26.2% | 31.7% | — |
| Dividend Yield | 1.5% | 1.5% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
612.8%
EPS terminal req.
$110.47
Spread vs growth
-586.3%
5Y implied EPS CAGR
237.6%
EPS terminal req.
$133.67
Spread vs growth
-211.0%
10Y implied EPS CAGR
92.7%
EPS terminal req.
$215.28
Spread vs growth
-66.1%
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.
Total return
+41.5%
Start / end P/E
3688.8x → 4082.0x
EPS bridge
0.24 → 0.30
Residual
+2.8%
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.