Industrials / Integrated Freight & LogisticsJohannesburg
$804.00
+34.00 (+4.42%)
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 25% · confianza 25%
FCF escenarios
weak_data · normalized FCF $76.4M · quality 63.0/100
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
58/100
C
Piotroski
4/9
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
$1.0B
P/E
7.6x
↓EV/EBITDA
367.5x
↑ROE
10.6%
↑Gross Margin
35.3%
↑Debt/Equity
0.31
↓TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2023–2026 · 3 años de histórico normalizado
Revenue CAGR
+19.8%
FCF CAGR
-6.1%
FCF margin
18.7%
FCF / Net income
1.61x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $1.19B · net income $137.5M · FCF $221.9M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $1.19B | $1.19B | $630.4M | $657.5M | $689.8M |
| Net Income | $137.5M | $137.5M | $148.1M | $147.9M | $210.6M |
| EBITDA | $284.2M | $284.2M | $235.7M | $236.5M | $308.1M |
| EPS | 1.06 | 1.06 | 1.14 | 1.10 | 1.51 |
| Gross Margin | 35.3% | 35.3% | 50.2% | 47.6% | 55.2% |
| Operating Margin | 16.5% | 16.5% | 28.1% | 30.2% | 41.3% |
| Net Margin | 11.6% | 11.6% | 23.5% | 22.5% | 30.5% |
| Balance Sheet | |||||
| Debt/Equity | 0.31 | 0.31 | 0.13 | 0.21 | 0.29 |
| Current Ratio | 1.89 | 1.89 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $221.9M | $221.9M | $76.4M | $46.7M | $267.9M |
| Returns | |||||
| ROE | 10.6% | 10.6% | 11.8% | 12.7% | 21.0% |
| Valuation | |||||
| P/E | 7.58 | 7.58 | 682.82 | 660.00 | 536.42 |
| EV/EBITDA | 367.49 | 367.49 | 427.76 | 411.68 | 366.06 |
| P/B | 80.33 | 80.33 | 80.56 | 84.04 | 112.69 |
| Growth & Yield | |||||
| Revenue Growth | 88.3% | 88.3% | -4.1% | -4.7% | — |
| EPS Growth | -6.8% | -6.8% | 3.2% | -27.2% | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
307.0%
EPS terminal req.
$71.34
Spread vs growth
-313.8%
5Y implied EPS CAGR
141.2%
EPS terminal req.
$86.32
Spread vs growth
-147.9%
10Y implied EPS CAGR
62.9%
EPS terminal req.
$139.02
Spread vs growth
-69.6%
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.
Total return
-2.0%
Start / end P/E
722.5x → 759.8x
EPS bridge
1.14 → 1.06
Residual
-0.3%
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.