Industrials / Integrated Freight & LogisticsJohannesburg
$1680.00
+3.00 (+0.18%)
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 34% · confianza 16%
FCF escenarios
weak_data · normalized FCF $-792.9M · quality 33.7/100
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
40/100
C
Piotroski
7/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$5.7B
P/E
4.1x
↓EV/EBITDA
235.8x
↑ROE
31.3%
↑Gross Margin
95.9%
↑Debt/Equity
0.77
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
-2.1%
FCF CAGR
—
FCF margin
-1.8%
FCF / Net income
-0.20x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $44.51B · net income $4.03B · FCF $-792.9M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $44.51B | $44.51B | $45.15B | $62.03B | $47.37B |
| Net Income | $4.03B | $4.03B | $43.5M | $1.62B | $1.36B |
| EBITDA | $2.43B | $2.43B | $7.29B | $9.36B | $7.42B |
| EPS | 11.90 | 11.90 | 0.13 | 4.75 | 3.74 |
| Gross Margin | 95.9% | 95.9% | 11.8% | 12.6% | 12.6% |
| Operating Margin | 4.5% | 4.5% | 4.8% | 6.5% | 6.9% |
| Net Margin | 9.1% | 9.1% | 0.1% | 2.6% | 2.9% |
| Balance Sheet | |||||
| Debt/Equity | 0.77 | 0.77 | 2.52 | 2.04 | 1.88 |
| Current Ratio | 1.18 | 1.18 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $-792.9M | $-792.9M | $-3.93B | $-285.5M | $692.1M |
| Returns | |||||
| ROE | 31.3% | 31.3% | 0.3% | 10.5% | 10.1% |
| Valuation | |||||
| P/E | 4.12 | 4.12 | 23426.36 | 680.55 | 715.43 |
| EV/EBITDA | 235.85 | 235.85 | 143.86 | 120.66 | 133.88 |
| P/B | 44.15 | 44.15 | 70.20 | 71.28 | 72.21 |
| Growth & Yield | |||||
| Revenue Growth | -1.4% | -1.4% | -27.2% | 30.9% | — |
| EPS Growth | 9128.7% | 9128.7% | -97.3% | 27.2% | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
132.2%
EPS terminal req.
$149.07
Spread vs growth
8996.5%
5Y implied EPS CAGR
72.2%
EPS terminal req.
$180.38
Spread vs growth
9056.5%
10Y implied EPS CAGR
37.6%
EPS terminal req.
$290.50
Spread vs growth
9091.0%
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.
Total return
-44.4%
Start / end P/E
23410.9x → 141.1x
EPS bridge
0.13 → 11.90
Residual
-9073.7%
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.