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YYLBEE.JO$6000.00+1.69%
Fair $6000.00+0.0%

YYLBEE.JO

YeboYethu (RF) Limited

Communication Services / Telecom ServicesJohannesburg

$6000.00

+100.00 (+1.69%)

Fairly Valued+0.0%Fair Value $6000.00Fund rank 30/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $602.8M · quality 61.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

40/100

C

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

$3.2B

P/E

1.5x

↓

EV/EBITDA

85.5x

↑

ROE

59.9%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$6000
$2501$6300

TradingView lightweight chart

YYLBEE.JO price, volumen y niveles de valoración

Último $6,000Periodo +13.2%
Fair value: $6,000

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

-11.8%

FCF CAGR

-13.5%

FCF margin

81.3%

FCF / Net income

0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $652.4M · net income $2.34B · FCF $530.4M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

97.0%-1.3% pts

Net margin

358.3%-16.5% pts

FCF margin

81.3%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$652.4M$652.4M$726.8M$881.3M$949.9M
Net Income$2.34B$2.34B$-2.12B$-3.11B$3.56B
EBITDA$3.71B$3.71B$-1.99B$-3.48B$4.80B
EPS44.1844.18-40.04-58.8467.28
Operating Margin97.0%97.0%96.3%98.1%98.3%
Net Margin358.3%358.3%-291.5%-353.3%374.8%
Balance Sheet
Current Ratio2.222.22———
Cash Flow
Free Cash Flow$530.4M$530.4M$602.8M$770.9M$819.7M
Returns
ROE59.9%59.9%-127.1%-80.2%50.2%
Valuation
P/E1.481.48——63.91
EV/EBITDA85.5285.52——47.45
P/B81.3481.3476.1947.7032.09
Growth & Yield
Revenue Growth-10.2%-10.2%-17.5%-7.2%—
EPS Growth210.3%210.3%32.0%-187.5%—
Dividend Yield3.4%3.4%———

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

129.3%

muy exigente

EPS terminal req.

$532.40

Spread vs growth

81.1%

5Y implied EPS CAGR

70.9%

muy exigente

EPS terminal req.

$644.20

Spread vs growth

139.4%

10Y implied EPS CAGR

37.1%

muy exigente

EPS terminal req.

$1037.50

Spread vs growth

173.2%

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 +125.6%

Total return

+125.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-40.04 → 44.18

Residual

+122.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term+122.2%

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.