Industrials / Rental & Leasing ServicesJohannesburg
$1484.00
+16.00 (+1.08%)
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 35% · confianza 10%
FCF escenarios
weak_data · normalized FCF $-435.6M · quality 20.0/100
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
50/100
C
Piotroski
5/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$2.7B
P/E
4.0x
↓EV/EBITDA
83.4x
↑ROE
20.4%
↑Gross Margin
40.9%
↑Debt/Equity
2.03
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
+9.4%
FCF CAGR
—
FCF margin
-4.1%
FCF / Net income
-0.65x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $10.65B · net income $672.5M · FCF $-435.6M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $10.65B | $10.65B | $10.47B | $9.14B | $8.13B |
| Net Income | $672.5M | $672.5M | $599.0M | $731.9M | $561.4M |
| EBITDA | $3.42B | $3.42B | $3.46B | $3.38B | $2.77B |
| EPS | 3.60 | 3.60 | 3.20 | 3.87 | 2.96 |
| Gross Margin | 40.9% | 40.9% | 40.0% | 45.1% | 43.5% |
| Operating Margin | 14.4% | 14.4% | 14.4% | 17.0% | 18.3% |
| Net Margin | 6.3% | 6.3% | 5.7% | 8.0% | 6.9% |
| Balance Sheet | |||||
| Debt/Equity | 2.03 | 2.03 | 2.23 | 2.62 | 3.05 |
| Current Ratio | 1.40 | 1.40 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $-435.6M | $-435.6M | $220.9M | $-569.0M | $866.8M |
| Returns | |||||
| ROE | 20.4% | 20.4% | 21.1% | 31.1% | 34.4% |
| Valuation | |||||
| P/E | 4.03 | 4.03 | 441.87 | 293.10 | — |
| EV/EBITDA | 83.39 | 83.39 | 78.03 | 65.38 | — |
| P/B | 84.78 | 84.78 | 93.17 | 91.09 | — |
| Growth & Yield | |||||
| Revenue Growth | 1.7% | 1.7% | 14.5% | 12.4% | — |
| EPS Growth | 12.5% | 12.5% | -17.3% | 30.8% | — |
| Dividend Yield | 17.8% | 17.8% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
231.8%
EPS terminal req.
$131.68
Spread vs growth
-219.3%
5Y implied EPS CAGR
113.4%
EPS terminal req.
$159.33
Spread vs growth
-100.8%
10Y implied EPS CAGR
53.2%
EPS terminal req.
$256.61
Spread vs growth
-40.7%
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
+44.3%
Start / end P/E
370.0x → 416.2x
EPS bridge
3.20 → 3.60
Residual
+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.