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SYG.JO$3329.00+0.88%
Fair $3329.00+0.0%

SYG.JO

Sygnia Limited

Financial Services / Financial ConglomeratesJohannesburg

$3329.00

+29.00 (+0.88%)

Fairly Valued+0.0%Fair Value $3329.00Fund rank 31/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 100.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

55/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

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 · SYG.JOLocal privado en este navegador · Sygnia 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

$5.2B

P/E

13.5x

↑

EV/EBITDA

338.1x

↑

ROE

42.9%

↑

Gross Margin

-3.6%

↓

Debt/Equity

0.12

↓
52-Week Range$3329
$2551$3950

TradingView lightweight chart

SYG.JO price, volumen y niveles de valoración

Último $3,329Periodo +121.6%
Fair value: $3,329

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

+9.7%

FCF CAGR

+19.1%

FCF margin

36.4%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.07B · net income $382.3M · FCF $388.8M

2022-FY → 2025-FY

Gross margin

-3.6%+27.1% pts

Operating margin

-27.0%+23.0% pts

Net margin

35.8%+0.4% pts

FCF margin

36.4%+8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.07B$1.07B$946.0M$843.9M$808.9M
Net Income$382.3M$382.3M$346.7M$299.8M$286.7M
EBITDA$1.53B$1.53B$1.88B$1.26B$661.8M
EPS2.462.462.251.951.86
Gross Margin-3.6%-3.6%-5.2%-13.3%-30.7%
Operating Margin-27.0%-27.0%-27.6%-31.9%-50.0%
Net Margin35.8%35.8%36.6%35.5%35.4%
Balance Sheet
Debt/Equity0.120.120.140.090.07
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$388.8M$388.8M$-348.3M$1.04B$230.0M
Returns
ROE42.9%42.9%40.8%36.5%34.1%
Valuation
P/E13.5313.53957.85925.45883.93
EV/EBITDA338.07338.07176.28220.17382.64
P/B580.72580.72390.67338.11301.36
Growth & Yield
Revenue Growth12.8%12.8%12.1%4.3%—
EPS Growth9.2%9.2%15.9%4.5%—
Dividend Yield8.1%8.1%———

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

393.2%

muy exigente

EPS terminal req.

$295.39

Spread vs growth

-384.0%

5Y implied EPS CAGR

170.6%

muy exigente

EPS terminal req.

$357.43

Spread vs growth

-161.4%

10Y implied EPS CAGR

72.5%

muy exigente

EPS terminal req.

$575.64

Spread vs growth

-63.3%

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 +36.1%

Total return

+36.1%

Start / end P/E

1153.5x → 1352.2x

EPS bridge

2.25 → 2.46

Residual

+1.6%

EPS growth+9.2%
Multiple rerating+17.2%
Dividend+8.1%
Residual / FX / buybacks / cross-term+1.6%

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.