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SLM.JO$8345.00-2.69%
Fair $8345.00+0.0%

SLM.JO

Sanlam Limited

Financial Services / Insurance - LifeJohannesburg

$8345.00

-231.00 (-2.69%)

Fairly Valued+0.0%Fair Value $8345.00Fund rank 27/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 64.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

34/100

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · SLM.JOLocal privado en este navegador · Sanlam 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

$174.4B

P/E

11.1x

↓

EV/EBITDA

N/A

•

ROE

15.7%

↑

Gross Margin

N/A

•

Debt/Equity

0.20

↓
52-Week Range$8345
$8073$10847

TradingView lightweight chart

SLM.JO price, volumen y niveles de valoración

Último $8,345Periodo +754.1%
Fair value: $8,345

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

+36.9%

FCF CAGR

-38.5%

FCF margin

0.6%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $279.29B · net income $15.94B · FCF $1.64B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

5.7%-5.6% pts

FCF margin

0.6%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$279.29B$279.29B$229.76B$198.75B$108.77B
Net Income$15.94B$15.94B$22.24B$14.48B$12.26B
EPS7.547.5410.546.935.90
Net Margin5.7%5.7%9.7%7.3%11.3%
Balance Sheet
Debt/Equity0.200.200.210.170.19
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$1.64B$1.64B$4.42B$-15.66B$7.04B
Returns
ROE15.7%15.7%22.0%16.4%14.5%
Valuation
P/E11.0711.07828.511032.76865.91
P/B173.54173.54182.50168.90125.49
Growth & Yield
Revenue Growth21.6%21.6%15.6%82.7%—
EPS Growth-28.4%-28.4%52.0%17.5%—
Dividend Yield5.7%5.7%———

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

361.4%

muy exigente

EPS terminal req.

$740.48

Spread vs growth

-389.8%

5Y implied EPS CAGR

160.0%

muy exigente

EPS terminal req.

$895.98

Spread vs growth

-188.4%

10Y implied EPS CAGR

69.1%

muy exigente

EPS terminal req.

$1442.99

Spread vs growth

-97.6%

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 -0.2%

Total return

-0.2%

Start / end P/E

841.0x → 1106.8x

EPS bridge

10.54 → 7.54

Residual

-9.0%

EPS growth-28.4%
Multiple rerating+31.6%
Dividend+5.7%
Residual / FX / buybacks / cross-term-9.0%

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.