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SOBHA.NS$1387.00+0.14%
Fair $1387.00+0.0%

SOBHA.NS

Sobha Limited

Real Estate / Real Estate - DevelopmentNSE

$1387.00

+1.90 (+0.14%)

Fairly Valued+0.0%Fair Value $1387.00Fund rank 36/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9
Margin CompressionLow 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 13.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

48/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · SOBHA.NSLocal privado en este navegador · Sobha 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

$148.3B

P/E

76.5x

↑

EV/EBITDA

37.3x

↑

ROE

2.1%

↓

Gross Margin

33.0%

↓

Debt/Equity

0.26

↓
52-Week Range$1387
$1130$1733

TradingView lightweight chart

SOBHA.NS price, volumen y niveles de valoración

Último $1,387Periodo +49.7%
Fair value: $1,387

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

+16.3%

FCF CAGR

-56.0%

FCF margin

1.7%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.17B · net income $946.9M · FCF $686.7M

2022-FY → 2025-FY

Gross margin

33.0%-11.0% pts

Operating margin

5.6%-12.5% pts

Net margin

2.4%-4.4% pts

FCF margin

1.7%-29.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.17B$40.17B$30.63B$32.75B$25.56B
Net Income$946.9M$946.9M$491.1M$1.04B$1.73B
EBITDA$4.10B$4.10B$3.78B$4.48B$5.95B
EPS9.289.285.1810.7017.79
Gross Margin33.0%33.0%37.1%35.3%44.1%
Operating Margin5.6%5.6%6.5%9.4%18.1%
Net Margin2.4%2.4%1.6%3.2%6.8%
Balance Sheet
Debt/Equity0.260.260.770.811.04
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$686.7M$686.7M$5.23B$10.27B$8.06B
Returns
ROE2.1%2.1%2.0%4.2%7.1%
Valuation
P/E76.4676.46300.1942.0939.86
EV/EBITDA37.2837.2844.0114.0815.63
P/B3.103.105.871.762.85
Growth & Yield
Revenue Growth31.1%31.1%-6.5%28.2%—
EPS Growth79.2%79.2%-51.6%-39.8%—
Dividend Yield0.4%0.4%———

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

136.7%

muy exigente

EPS terminal req.

$123.07

Spread vs growth

-57.6%

5Y implied EPS CAGR

74.2%

muy exigente

EPS terminal req.

$148.92

Spread vs growth

4.9%

10Y implied EPS CAGR

38.4%

muy exigente

EPS terminal req.

$239.83

Spread vs growth

40.7%

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 +3.2%

Total return

+3.2%

Start / end P/E

260.5x → 149.5x

EPS bridge

5.18 → 9.28

Residual

-33.7%

EPS growth+79.2%
Multiple rerating-42.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-33.7%

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.