Consumer Cyclical / RestaurantsJohannesburg
$4175.00
-155.00 (-3.58%)
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 $141.5M · quality 74.3/100
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
67/100
B
Piotroski
7/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$3.4B
P/E
11.8x
↓EV/EBITDA
773.4x
↑ROE
30.2%
↑Gross Margin
32.6%
↑Debt/Equity
0.16
↓TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
+17.3%
FCF CAGR
+12.5%
FCF margin
4.3%
FCF / Net income
0.61x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $3.86B · net income $273.1M · FCF $167.5M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $3.86B | $3.86B | $3.47B | $3.05B | $2.39B |
| Net Income | $273.1M | $273.1M | $233.6M | $212.2M | $121.2M |
| EBITDA | $448.0M | $448.0M | $377.0M | $340.5M | $243.1M |
| EPS | 3.29 | 3.29 | 2.81 | 2.59 | 1.44 |
| Gross Margin | 32.6% | 32.6% | 32.0% | 30.6% | 29.1% |
| Operating Margin | 9.6% | 9.6% | 9.1% | 9.6% | 8.6% |
| Net Margin | 7.1% | 7.1% | 6.7% | 7.0% | 5.1% |
| Balance Sheet | |||||
| Debt/Equity | 0.16 | 0.16 | 0.18 | 0.04 | 0.05 |
| Current Ratio | 1.78 | 1.78 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $167.5M | $167.5M | $60.9M | $141.5M | $117.6M |
| Returns | |||||
| ROE | 30.2% | 30.2% | 28.5% | 28.7% | 18.0% |
| Valuation | |||||
| P/E | 11.79 | 11.79 | 1197.97 | 889.28 | 1392.91 |
| EV/EBITDA | 773.39 | 773.39 | 741.74 | 553.11 | 693.56 |
| P/B | 383.91 | 383.91 | 340.90 | 255.62 | 250.81 |
| Growth & Yield | |||||
| Revenue Growth | 11.2% | 11.2% | 14.1% | 27.4% | — |
| EPS Growth | 16.8% | 16.8% | 8.7% | 80.0% | — |
| Dividend Yield | 7.5% | 7.5% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
383.0%
EPS terminal req.
$370.46
Spread vs growth
-366.2%
5Y implied EPS CAGR
167.3%
EPS terminal req.
$448.26
Spread vs growth
-150.4%
10Y implied EPS CAGR
71.5%
EPS terminal req.
$721.92
Spread vs growth
-54.6%
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
+31.8%
Start / end P/E
1194.4x → 1270.1x
EPS bridge
2.81 → 3.29
Residual
+1.1%
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.