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SUI.JO$4748.00+0.29%
Fair $4748.00+0.0%

SUI.JO

Sun International Limited

Consumer Cyclical / Resorts & CasinosJohannesburg

$4748.00

+14.00 (+0.29%)

Fairly Valued+0.0%Fair Value $4748.00Fund rank 35/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.0B · quality 66.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

44/100

C

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · SUI.JOLocal privado en este navegador · Sun International 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

$11.4B

P/E

7.2x

↓

EV/EBITDA

313.8x

↑

ROE

50.2%

↑

Gross Margin

47.5%

↑

Debt/Equity

1.76

↑
52-Week Range$4748
$3619$5114

TradingView lightweight chart

SUI.JO price, volumen y niveles de valoración

Último $4,877Periodo -27.0%
Fair value: $4,748

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

+4.8%

FCF CAGR

-7.0%

FCF margin

14.3%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.98B · net income $1.62B · FCF $1.85B

2022-FY → 2025-FY

Gross margin

47.5%-5.7% pts

Operating margin

19.2%-2.3% pts

Net margin

12.5%+7.5% pts

FCF margin

14.3%-6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.98B$12.98B$12.57B$11.96B$11.27B
Net Income$1.62B$1.62B$1.86B$1.21B$555.0M
EBITDA$3.69B$3.69B$3.42B$3.32B$2.71B
EPS6.666.667.594.912.22
Gross Margin47.5%47.5%53.1%49.5%53.2%
Operating Margin19.2%19.2%21.1%21.2%21.5%
Net Margin12.5%12.5%14.8%10.1%4.9%
Balance Sheet
Debt/Equity1.761.762.103.413.16
Current Ratio0.540.54———
Cash Flow
Free Cash Flow$1.85B$1.85B$2.06B$1.98B$2.30B
Returns
ROE50.2%50.2%65.6%56.3%23.5%
Valuation
P/E7.197.19560.47822.811656.31
EV/EBITDA313.81313.81306.10300.83341.92
P/B358.07358.07368.03463.97390.77
Growth & Yield
Revenue Growth3.2%3.2%5.1%6.1%—
EPS Growth-12.3%-12.3%54.6%121.2%—
Dividend Yield10.3%10.3%———

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

298.5%

muy exigente

EPS terminal req.

$421.31

Spread vs growth

-310.7%

5Y implied EPS CAGR

138.1%

muy exigente

EPS terminal req.

$509.78

Spread vs growth

-150.4%

10Y implied EPS CAGR

61.8%

muy exigente

EPS terminal req.

$821.01

Spread vs growth

-74.1%

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 +28.6%

Total return

+28.6%

Start / end P/E

543.1x → 732.3x

EPS bridge

7.59 → 6.66

Residual

-4.3%

EPS growth-12.3%
Multiple rerating+34.8%
Dividend+10.3%
Residual / FX / buybacks / cross-term-4.3%

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.