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SPEC.KW$185.00+0.54%
Fair $185.00+0.0%

SPEC.KW

Specialities Group Holding Company K.P.S.C.

Industrials / ConglomeratesKuwait

$185.00

+1.00 (+0.54%)

Fairly Valued+0.0%Fair Value $185.00Fund rank 28/100 · Data gapFallback financials|
SA 74/B
F-Score: 7/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $978370.00 · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

74/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · SPEC.KWLocal privado en este navegador · Specialities Group Holding Company K.P.S.C.
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

$38M

P/E

18.5x

↑

EV/EBITDA

9709.4x

↑

ROE

6.3%

↑

Gross Margin

20.8%

↓

Debt/Equity

0.20

↓
52-Week Range$185
$129$194

TradingView lightweight chart

SPEC.KW price, volumen y niveles de valoración

Último $185.00Periodo -51.0%
Fair value: $185.00

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

+31.8%

FCF CAGR

—

FCF margin

10.0%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.6M · net income $2.2M · FCF $2.4M

2022-FY → 2025-FY

Gross margin

20.8%-1.1% pts

Operating margin

9.7%+6.3% pts

Net margin

9.3%-10.6% pts

FCF margin

10.0%+55.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.6M$23.6M$14.3M$13.3M$10.3M
Net Income$2.2M$2.2M$1.6M$2.0M$2.1M
EBITDA$3.9M$3.9M$3.4M$3.0M$676630.00
EPS0.010.010.010.010.01
Gross Margin20.8%20.8%26.1%26.3%21.9%
Operating Margin9.7%9.7%7.7%13.7%3.4%
Net Margin9.3%9.3%11.2%15.1%19.9%
Balance Sheet
Debt/Equity0.200.200.250.280.23
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$2.4M$2.4M$978370.00$441082.00$-4.7M
Returns
ROE6.3%6.3%4.9%6.2%6.6%
Valuation
P/E18.5018.5014505.589058.328643.62
EV/EBITDA9709.419709.416908.355987.5126287.07
P/B1082.561082.56708.22564.08567.99
Growth & Yield
Revenue Growth64.8%64.8%8.0%28.6%—
EPS Growth36.5%36.5%-19.7%-2.5%—
Dividend Yield1.6%1.6%———

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

1051.0%

muy exigente

EPS terminal req.

$16.42

Spread vs growth

-1014.5%

5Y implied EPS CAGR

350.0%

muy exigente

EPS terminal req.

$19.86

Spread vs growth

-313.5%

10Y implied EPS CAGR

122.5%

muy exigente

EPS terminal req.

$31.99

Spread vs growth

-86.0%

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 +26.1%

Total return

+26.1%

Start / end P/E

18838.5x → 17183.7x

EPS bridge

0.01 → 0.01

Residual

-3.2%

EPS growth+36.5%
Multiple rerating-8.8%
Dividend+1.6%
Residual / FX / buybacks / cross-term-3.2%

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.