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SZK.JO$3400.00-0.06%
Fair $3400.00+0.0%

SZK.JO

SAB Zenzele Kabili Holdings (RF) Limited

Financial Services / Shell CompaniesJohannesburg

$3400.00

-2.00 (-0.06%)

Fairly Valued+0.0%Fair Value $3400.00Fund rank 30/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

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 0.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

33/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · SZK.JOLocal privado en este navegador · SAB Zenzele Kabili Holdings (RF) 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

$1.4B

P/E

4.2x

↓

EV/EBITDA

141.8x

↑

ROE

16.0%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$3400
$37$4200

TradingView lightweight chart

SZK.JO price, volumen y niveles de valoración

Último $3,398Periodo -69.1%
Fair value: $3,400

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

—

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue — · net income $425.6M · FCF $55.7M

2021-FY → 2023-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

—— pts

FCF margin

—— pts
MetricTTM
2023
2022
2021
Income Statement
Net Income$425.6M$425.6M$-40.3M$-748.7M
EBITDA$971.7M$971.7M$348.4M$-557.0M
EPS10.5010.50-0.99-18.46
Balance Sheet
Debt/Equity0.000.000.010.01
Current Ratio0.060.06——
Cash Flow
Free Cash Flow$55.7M$55.7M$15.7M$-1.4M
Returns
ROE16.0%16.0%-1.8%-32.5%
Valuation
P/E4.224.22——
EV/EBITDA141.80141.80489.64—
P/B51.6951.6975.54116.14
Growth & Yield
EPS Growth1160.6%1160.6%94.6%—

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

206.3%

muy exigente

EPS terminal req.

$301.69

Spread vs growth

954.3%

5Y implied EPS CAGR

103.3%

muy exigente

EPS terminal req.

$365.05

Spread vs growth

1057.3%

10Y implied EPS CAGR

49.6%

muy exigente

EPS terminal req.

$587.91

Spread vs growth

1111.0%

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.

Return attribution · 1Y approxreconcilia total +9083.8%

Total return

+9083.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.99 → 10.50

Residual

+9083.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9083.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.