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SNT.JO$36684.00+0.50%
Fair $36684.00+0.0%

SNT.JO

Santam Ltd

Financial Services / Insurance - SpecialtyJohannesburg

$36684.00

+184.00 (+0.50%)

Fairly Valued+0.0%Fair Value $36684.00Fund rank 33/100 · Data gapFallback financials|
SA 28/D
F-Score: 3/9

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 100.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

28/100

D

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: 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 · SNT.JOLocal privado en este navegador · Santam Ltd
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

$40.1B

P/E

10.0x

↓

EV/EBITDA

N/A

•

ROE

27.0%

↑

Gross Margin

N/A

•

Debt/Equity

0.34

↑
52-Week Range$36684
$36100$46172

TradingView lightweight chart

SNT.JO price, volumen y niveles de valoración

Último $36,684Periodo +1110.7%
Fair value: $36,684

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

-0.0%

FCF CAGR

-11.6%

FCF margin

5.4%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.60B · net income $4.06B · FCF $2.35B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

9.3%+4.8% pts

FCF margin

5.4%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.60B$43.60B$50.13B$36.59B$43.64B
Net Income$4.06B$4.06B$3.68B$3.25B$1.98B
EPS36.7836.7833.2229.5217.94
Net Margin9.3%9.3%7.3%8.9%4.5%
Balance Sheet
Debt/Equity0.340.340.320.360.30
Current Ratio0.520.52———
Cash Flow
Free Cash Flow$2.35B$2.35B$3.56B$396.0M$3.41B
Returns
ROE27.0%27.0%28.9%30.4%18.2%
Valuation
P/E9.979.971168.27969.481425.25
P/B269.08269.08337.45294.65259.71
Growth & Yield
Revenue Growth-13.0%-13.0%37.0%-16.2%—
EPS Growth10.7%10.7%12.5%64.5%—
Dividend Yield4.6%4.6%———

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

345.6%

muy exigente

EPS terminal req.

$3255.09

Spread vs growth

-334.9%

5Y implied EPS CAGR

154.7%

muy exigente

EPS terminal req.

$3938.66

Spread vs growth

-143.9%

10Y implied EPS CAGR

67.4%

muy exigente

EPS terminal req.

$6343.26

Spread vs growth

-56.7%

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 -8.3%

Total return

-8.3%

Start / end P/E

1268.5x → 997.4x

EPS bridge

33.22 → 36.78

Residual

-2.3%

EPS growth+10.7%
Multiple rerating-21.4%
Dividend+4.6%
Residual / FX / buybacks / cross-term-2.3%

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.