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SRE.KW$398.00+0.51%
Fair $398.00+0.0%

SRE.KW

Salhia Real Estate Company K.S.C.P.

Real Estate / Real Estate - DevelopmentKuwait

$398.00

+2.00 (+0.51%)

Fairly Valued+0.0%Fair Value $398.00Fund rank 34/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9
Low 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 31.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

35/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.4%, below the 5% threshold
Thesis & Journal · SRE.KWLocal privado en este navegador · Salhia Real Estate Company K.S.C.P.
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

$239M

P/E

39.8x

↑

EV/EBITDA

8254.6x

↑

ROE

3.4%

↓

Gross Margin

72.4%

↑

Debt/Equity

1.76

↑
52-Week Range$398
$360$420

TradingView lightweight chart

SRE.KW price, volumen y niveles de valoración

Último $398.00Periodo -81.5%
Fair value: $398.00

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

+9.1%

FCF CAGR

+2.5%

FCF margin

49.1%

FCF / Net income

3.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.6M · net income $6.1M · FCF $22.9M

2022-FY → 2025-FY

Gross margin

72.4%-3.0% pts

Operating margin

43.1%-4.7% pts

Net margin

13.1%-27.4% pts

FCF margin

49.1%-10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.6M$46.6M$44.7M$40.6M$35.9M
Net Income$6.1M$6.1M$12.6M$16.0M$14.6M
EBITDA$29.1M$29.1M$35.9M$29.5M$24.0M
EPS0.010.010.020.030.02
Gross Margin72.4%72.4%77.1%77.0%75.5%
Operating Margin43.1%43.1%47.8%49.4%47.8%
Net Margin13.1%13.1%28.2%39.4%40.5%
Balance Sheet
Debt/Equity1.761.761.631.321.27
Current Ratio0.350.35———
Cash Flow
Free Cash Flow$22.9M$22.9M$14.1M$15.9M$21.3M
Returns
ROE3.4%3.4%6.9%8.9%8.7%
Valuation
P/E39.8039.8018364.0714744.2518535.91
EV/EBITDA8254.568254.566460.828011.2811249.54
P/B1319.731319.731269.291313.751605.99
Growth & Yield
Revenue Growth4.3%4.3%10.1%12.9%—
EPS Growth-51.4%-51.4%-21.2%9.0%—
Dividend Yield3.8%3.8%———

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

1415.3%

muy exigente

EPS terminal req.

$35.32

Spread vs growth

-1466.7%

5Y implied EPS CAGR

430.7%

muy exigente

EPS terminal req.

$42.73

Spread vs growth

-482.1%

10Y implied EPS CAGR

141.6%

muy exigente

EPS terminal req.

$68.82

Spread vs growth

-193.1%

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 +1.1%

Total return

+1.1%

Start / end P/E

19569.4x → 39211.8x

EPS bridge

0.02 → 0.01

Residual

-51.6%

EPS growth-51.4%
Multiple rerating+100.4%
Dividend+3.8%
Residual / FX / buybacks / cross-term-51.6%

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.