Bawan（1302）株式概要バワン社はサウジアラビア王国で金属・鉄鋼製品を製造・販売している。 詳細1302 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より38.5%で取引されている 過去1年間で収益は6.8%増加しました リスク分析過去5年間で収益は年間2.3%減少しました。 不安定な配当実績 多額の負債を抱えている SA市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る1302 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Valueر.سCurrent Priceر.س43.32114.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-217m5b2016201920222025202620282031Revenue ر.س5.2bEarnings ر.س150.6mAdvancedSet Fair ValueView all narrativesBawan Company 競合他社Saudi CeramicSymbol: SASE:2040Market cap: ر.س2.7bAlwasail IndustrialSymbol: SASE:4148Market cap: ر.س675.0mUnited Mining IndustriesSymbol: SASE:9583Market cap: ر.س742.0mAl Obeikan GlassSymbol: SASE:4145Market cap: ر.س737.6m価格と性能株価の高値、安値、推移の概要Bawan過去の株価現在の株価ر.س43.3252週高値ر.س61.8552週安値ر.س41.00ベータ0.191ヶ月の変化0.51%3ヶ月変化-5.41%1年変化-11.32%3年間の変化32.48%5年間の変化12.67%IPOからの変化31.27%最新ニュースReported Earnings • May 14First quarter 2026 earnings released: EPS: ر.س0.87 (vs ر.س0.61 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.87 (up from ر.س0.61 in 1Q 2025). Revenue: ر.س1.03b (up 13% from 1Q 2025). Net income: ر.س51.9m (up 42% from 1Q 2025). Profit margin: 5.0% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks High level of debt (101% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).分析記事 • Apr 15Additional Considerations Required While Assessing Bawan's (TADAWUL:1302) Strong EarningsBawan Company's ( TADAWUL:1302 ) robust earnings report didn't manage to move the market for its stock. We did some...New Risk • Apr 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 103% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results.Reported Earnings • Apr 07Full year 2025 earnings released: EPS: ر.س3.64 (vs ر.س1.77 in FY 2024)Full year 2025 results: EPS: ر.س3.64 (up from ر.س1.77 in FY 2024). Revenue: ر.س4.07b (up 35% from FY 2024). Net income: ر.س218.3m (up 106% from FY 2024). Profit margin: 5.4% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.New Risk • Mar 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).最新情報をもっと見るRecent updatesReported Earnings • May 14First quarter 2026 earnings released: EPS: ر.س0.87 (vs ر.س0.61 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.87 (up from ر.س0.61 in 1Q 2025). Revenue: ر.س1.03b (up 13% from 1Q 2025). Net income: ر.س51.9m (up 42% from 1Q 2025). Profit margin: 5.0% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks High level of debt (101% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).分析記事 • Apr 15Additional Considerations Required While Assessing Bawan's (TADAWUL:1302) Strong EarningsBawan Company's ( TADAWUL:1302 ) robust earnings report didn't manage to move the market for its stock. We did some...New Risk • Apr 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 103% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results.Reported Earnings • Apr 07Full year 2025 earnings released: EPS: ر.س3.64 (vs ر.س1.77 in FY 2024)Full year 2025 results: EPS: ر.س3.64 (up from ر.س1.77 in FY 2024). Revenue: ر.س4.07b (up 35% from FY 2024). Net income: ر.س218.3m (up 106% from FY 2024). Profit margin: 5.4% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.New Risk • Mar 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ر.س50.90, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 16x in the Building industry in Saudi Arabia. Total returns to shareholders of 88% over the past three years.分析記事 • Feb 05What Bawan Company's (TADAWUL:1302) P/E Is Not Telling YouIt's not a stretch to say that Bawan Company's ( TADAWUL:1302 ) price-to-earnings (or "P/E") ratio of 16.8x right now...New Risk • Nov 12New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (91% cash payout ratio).Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Naji Fayad was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 30Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Director Abdulhamid Al Ouhali was the last director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ر.س0.84 (vs ر.س0.39 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.84 (up from ر.س0.39 in 2Q 2024). Revenue: ر.س966.1m (up 53% from 2Q 2024). Net income: ر.س58.8m (up 154% from 2Q 2024). Profit margin: 6.1% (up from 3.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.分析記事 • Aug 08What Bawan Company's (TADAWUL:1302) P/E Is Not Telling YouSASE:1302 1 Year Share Price vs Fair Value Explore Bawan's Fair Values from the Community and select yours Bawan...Reported Earnings • May 21First quarter 2025 earnings released: EPS: ر.س0.61 (vs ر.س0.49 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.61 (up from ر.س0.49 in 1Q 2024). Revenue: ر.س910.2m (up 3.0% from 1Q 2024). Net income: ر.س36.5m (up 25% from 1Q 2024). Profit margin: 4.0% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • May 07Bawan Company, Annual General Meeting, May 27, 2025Bawan Company, Annual General Meeting, May 27, 2025, at 18:30 Arab Standard Time. Location: riyadh Saudi Arabia分析記事 • May 02Pinning Down Bawan Company's (TADAWUL:1302) P/E Is Difficult Right NowBawan Company's ( TADAWUL:1302 ) price-to-earnings (or "P/E") ratio of 29.9x might make it look like a sell right now...New Risk • Apr 17New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (195% cash payout ratio).Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ر.س1.77 (down from ر.س2.31 in FY 2023). Revenue: ر.س3.02b (down 9.9% from FY 2023). Net income: ر.س106.0m (down 24% from FY 2023). Profit margin: 3.5% (down from 4.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ر.س45.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Building industry in Asia. Total returns to shareholders of 51% over the past three years.分析記事 • Mar 10Is There Now An Opportunity In Bawan Company (TADAWUL:1302)?Bawan Company ( TADAWUL:1302 ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Jan 13Investors Interested In Bawan Company's (TADAWUL:1302) EarningsWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") below 23x, you may consider...New Risk • Nov 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: ر.س0.39 (vs ر.س0.62 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.39 (down from ر.س0.62 in 3Q 2023). Revenue: ر.س682.6m (down 18% from 3Q 2023). Net income: ر.س23.4m (down 37% from 3Q 2023). Profit margin: 3.4% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س46.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Building industry in Asia. Total returns to shareholders of 30% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 29 September 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 69% and the cash payout ratio is 87%. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (4.6%). In line with average of industry peers (3.3%).分析記事 • Aug 13Is It Too Late To Consider Buying Bawan Company (TADAWUL:1302)?Bawan Company ( TADAWUL:1302 ), is not the largest company out there, but it received a lot of attention from a...Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ر.س0.39 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.39 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س632.6m (down 18% from 2Q 2023). Net income: ر.س23.1m (down 21% from 2Q 2023). Profit margin: 3.7% (down from 3.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ر.س39.30, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Building industry in Asia. Total returns to shareholders of 9.3% over the past three years.分析記事 • Jun 11The Return Trends At Bawan (TADAWUL:1302) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.49 (vs ر.س0.60 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.49 (down from ر.س0.60 in 1Q 2023). Revenue: ر.س883.9m (down 1.0% from 1Q 2023). Net income: ر.س29.2m (down 18% from 1Q 2023). Profit margin: 3.3% (down from 4.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 30Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س47.40. The fair value is estimated to be ر.س38.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat.分析記事 • Apr 26There Is A Reason Bawan Company's (TADAWUL:1302) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 19.1x Bawan Company ( TADAWUL:1302 ) may be sending bullish signals at the...Upcoming Dividend • Mar 31Upcoming dividend of ر.س0.85 per shareEligible shareholders must have bought the stock before 04 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Saudi dividend payers (4.5%). In line with average of industry peers (3.3%).Buy Or Sell Opportunity • Mar 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ر.س49.30. The fair value is estimated to be ر.س40.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to decline by 14% in a year. Earnings are forecast to grow by 5.4% in the next year.Reported Earnings • Mar 09Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ر.س2.31 (down from ر.س2.71 in FY 2022). Revenue: ر.س3.35b (down 7.7% from FY 2022). Net income: ر.س138.5m (down 15% from FY 2022). Profit margin: 4.1% (down from 4.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Mar 06Dividend of ر.س0.85 announcedShareholders will receive a dividend of ر.س0.85. Ex-date: 7th April 2024 Payment date: 29th April 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.4% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ر.س832.0m (down 5.6% from 3Q 2022). Net income: ر.س37.2m (down 2.4% from 3Q 2022). Profit margin: 4.5% (up from 4.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 14% p.a. on average during the next 2 years, while revenues in the Building industry in Asia are expected to grow by 9.3%. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.Upcoming Dividend • Aug 28Upcoming dividend of ر.س0.65 per share at 3.7% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 17 August 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Saudi dividend payers (4.3%). In line with average of industry peers (3.9%).分析記事 • Aug 19This Bawan Company (TADAWUL:1302) Analyst Is Way More Bearish Than They Used To BeThe latest analyst coverage could presage a bad day for Bawan Company ( TADAWUL:1302 ), with the covering analyst...Price Target Changed • Aug 18Price target decreased by 8.1% to ر.س34.00Down from ر.س37.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س35.35. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of ر.س2.40 for next year compared to ر.س2.71 last year.New Risk • Aug 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.6% net profit margin).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ر.س0.42 (vs ر.س0.74 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.42 (down from ر.س0.74 in 2Q 2022). Revenue: ر.س768.1m (down 9.5% from 2Q 2022). Net income: ر.س25.0m (down 44% from 2Q 2022). Profit margin: 3.3% (down from 5.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Mar 15Price target decreased by 11% to ر.س32.00Down from ر.س36.00, the current price target is provided by 1 analyst. New target price is 14% above last closing price of ر.س27.95. Stock is down 16% over the past year. The company is forecast to post earnings per share of ر.س2.80 for next year compared to ر.س2.87 last year.Price Target Changed • Nov 16Price target increased to ر.س42.00Up from ر.س35.00, the current price target is provided by 1 analyst. New target price is 19% above last closing price of ر.س35.40. Stock is down 1.1% over the past year. The company is forecast to post earnings per share of ر.س2.82 for next year compared to ر.س2.87 last year.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: ر.س0.64 (vs ر.س0.68 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.64 (down from ر.س0.68 in 3Q 2021). Revenue: ر.س881.8m (up 21% from 3Q 2021). Net income: ر.س38.1m (down 6.6% from 3Q 2021). Profit margin: 4.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Board Change • Oct 31High number of new directorsVice Chairman Raed bin Ibrahim Al Mudaiheem was the last director to join the board, commencing their role in 2022.お知らせ • Sep 28Bawan Company Appoints Raed Ibrahim Almudaiheem as Vice ChairmanBawan Company appointed Raed Ibrahim Almudaiheem as the company's Vice Chairman. The official assumed role for a new board term that started on 26 September 2022 and will remain in position until 25 September 2025.お知らせ • Sep 20Bawan Company Approves Board AppointmentsBawan Company announced that at its Extraordinary General Assembly Meeting, held on September 19, 2022, elects Mr. Faisal Majid Al-Muhaideb, Mr. Mohammad Abdulaziz Al-Ageel as Board members and elects Mr. Abdullah Saghaier Al-Hussaini (Independent member), Mr. Khenneth Charles Ebrahim (Independent member). as members of the Audit Committee starting from September 26, 2022 until the end of the term on September 25, 2025.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ر.س0.74 (vs ر.س0.76 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.74 (down from ر.س0.76 in 2Q 2021). Revenue: ر.س849.1m (up 7.6% from 2Q 2021). Net income: ر.س44.6m (down 1.8% from 2Q 2021). Profit margin: 5.2% (down from 5.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 17% growth forecast for the Building industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 14Upcoming dividend of ر.س0.85 per shareEligible shareholders must have bought the stock before 21 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of Saudi dividend payers (4.3%). Higher than average of industry peers (2.3%).お知らせ • Jun 15Bawan Company Appoints Mohammad Bin Ahmed Al-Balawi as Chief Executive Officer, Effective July 1, 2022Bawan Company announced that its Board of Directors, based on the recommendation of the Nominations and Remunerations Committee, to appoint Mr. Mohammad bin Ahmed Al-Balawi as CEO of the company as of 1st July, 2022 hoping that God will grant him success in his new position. Mr. Mohammad bin Ahmed Al-Balawi received a Bachelors degree in Economics and Administrative Sciences with a specialization in Accounting, a Postgraduate Diploma in Business Administration, and a Masters Degree in Business Administration from City University of London. His practical and administrative experience exceeds twenty years in the fields of investment, business development, strategic planning, team management, financial management, accounting and auditing. Mr. Mohammad Al-Balawi joined Bawan Company in 2011 as the CFO of the Group and worked during that period directly on the company's IPO file in the Saudi capital market and participated in the management of all investment projects of the Group until the present day.分析記事 • Jun 15Is There Now An Opportunity In Bawan Company (TADAWUL:1302)?Bawan Company ( TADAWUL:1302 ), might not be a large cap stock, but it received a lot of attention from a substantial...Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ر.س0.84 (up from ر.س0.69 in 1Q 2021). Revenue: ر.س950.4m (up 10% from 1Q 2021). Net income: ر.س50.3m (up 21% from 1Q 2021). Profit margin: 5.3% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 19Bawan Company, Annual General Meeting, May 10, 2022Bawan Company, Annual General Meeting, May 10, 2022, at 16:30 Coordinated Universal Time. Agenda: To consider voting on the Board of Directors' report for the fiscal year ended on December 31, 2021; to consider voting on the auditor’s report on the Company’s accounts for the fiscal year ended on December 31, 2021; to consider voting on the financial statements for the fiscal year ended on December 31, 2021; to consider voting on release the Board of Directors’ members from liability for the fiscal year ended on December 31, 2021; to consider voting on the Board of Directors’ decision to appoint (Dr. Abdullah bin Saghir Al-Husseini - independent from outside the Board) as a member of the Audit Committee, starting from March 30, 2022 until the end of the current working cycle of the committee on September 25, 2022, as a replacement of the committee member (Mr. Abdul-Muti Wasfi Abdul-Hadi - Independent from outside the Board) provided that the appointment takes effect from the date of the decision issued on March 30, 2022; and to consider other matter.お知らせ • Mar 31Bawan Co. Announces Board ChangesBawan Co. announced that the Board of Directors has issued a resolution during its meeting on March 30, 2022, approving the resignation of Audit Committee member Mr: Abdulmuti Abdulhadi, an independent external member, for personal reasons. At the same meeting, the Board approved the appointment of Dr. Abdullah bin Saghir Al-Hussaini, as a member of the Audit Committee (independent external member) starting from March 30, 2022 until the end of the current committee cycle on September 25, 2022, noting that this appointment shall be presented to the first General Assembly for approval. Abdullah bin Saghir Al-Hussaini is Member of the Board of Directors, Member of the NRC, and Chairman of the Audit Committee at Allianz Insurance Company, Member of the Board of Directors, and Member of the Audit Committee of Deutsche Gulf Finance Company, Member of the Board of Directors, member of the Governance and Social Responsibility Committee, and Chairman of the Audit Committee at Al Khaleej Training and Education Company, Member of the Board of Directors, and Chairman of the Audit Committee at Al-Babtain Power and Telecom Company.Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ر.س2.88 (up from ر.س1.64 in FY 2020). Revenue: ر.س3.23b (up 34% from FY 2020). Net income: ر.س172.5m (up 75% from FY 2020). Profit margin: 5.3% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 17Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 24 January 2022. Payment date: 06 February 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Saudi dividend payers (4.3%). Higher than average of industry peers (1.9%).分析記事 • Nov 23Return Trends At Bawan (TADAWUL:1302) Aren't AppealingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS ر.س0.68 (vs ر.س0.49 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س727.4m (up 33% from 3Q 2020). Net income: ر.س40.9m (up 38% from 3Q 2020). Profit margin: 5.6% (up from 5.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 15Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 22 August 2021. Payment date: 01 September 2021. Trailing yield: 3.6%. Lower than top quartile of Saudi dividend payers (4.3%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS ر.س0.76 (vs ر.س0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س788.8m (up 52% from 2Q 2020). Net income: ر.س45.4m (up 193% from 2Q 2020). Profit margin: 5.8% (up from 3.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.分析記事 • May 16The Returns At Bawan (TADAWUL:1302) Aren't GrowingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • May 05First quarter 2021 earnings released: EPS ر.س0.69 (vs ر.س0.25 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س862.1m (up 34% from 1Q 2020). Net income: ر.س41.7m (up 174% from 1Q 2020). Profit margin: 4.8% (up from 2.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 25Could Bawan Company (TADAWUL:1302) Have The Makings Of Another Dividend Aristocrat?Dividend paying stocks like Bawan Company ( TADAWUL:1302 ) tend to be popular with investors, and for good reason...分析記事 • Apr 07What Does Bawan Company's (TADAWUL:1302) Share Price Indicate?While Bawan Company ( TADAWUL:1302 ) might not be the most widely known stock at the moment, it received a lot of...分析記事 • Mar 17Bawan Company (TADAWUL:1302) Will Pay A ر.س0.60 Dividend In Three DaysReaders hoping to buy Bawan Company ( TADAWUL:1302 ) for its dividend will need to make their move shortly, as the...Upcoming Dividend • Mar 15Upcoming Dividend of ر.س0.60 Per ShareWill be paid on the 4th of April to those who are registered shareholders by the 22nd of March. The trailing yield of 3.9% is below the top quartile of Saudi dividend payers (4.6%), but it is higher than industry peers (1.5%).分析記事 • Mar 15Many Still Looking Away From Bawan Company (TADAWUL:1302)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 29x, you may consider...Reported Earnings • Mar 12Full year 2020 earnings released: EPS ر.س1.50 (vs ر.س0.44 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س2.42b (up 8.2% from FY 2019). Net income: ر.س90.2m (up 239% from FY 2019). Profit margin: 3.7% (up from 1.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 24New 90-day high: ر.س28.55The company is up 29% from its price of ر.س22.14 on 26 November 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 7.0% over the same period.分析記事 • Feb 21How Did Bawan Company's (TADAWUL:1302) 7.7% ROE Fare Against The Industry?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...分析記事 • Jan 30If You Had Bought Bawan (TADAWUL:1302) Shares A Year Ago You'd Have Earned 68% ReturnsIf you want to compound wealth in the stock market, you can do so by buying an index fund. But if you pick the right...Is New 90 Day High Low • Jan 30New 90-day high: ر.س27.70The company is up 36% from its price of ر.س20.30 on 29 October 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 14% over the same period.分析記事 • Jan 09We're Not So Sure You Should Rely on Bawan's (TADAWUL:1302) Statutory EarningsAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Is New 90 Day High Low • Jan 01New 90-day high: ر.س24.84The company is up 31% from its price of ر.س18.90 on 01 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 16% over the same period.分析記事 • Dec 18Should We Be Excited About The Trends Of Returns At Bawan (TADAWUL:1302)?What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Is New 90 Day High Low • Dec 15New 90-day high: ر.س24.24The company is up 36% from its price of ر.س17.80 on 15 September 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 11% over the same period.分析記事 • Nov 27Key Things To Consider Before Buying Bawan Company (TADAWUL:1302) For Its DividendCould Bawan Company (TADAWUL:1302) be an attractive dividend share to own for the long haul? Investors are often drawn...お知らせ • Nov 27Bawan Company's Subsidiary Signs an Agreement to Supply Electrical Distribution Transformers with Saudi Electricity CompanyBawan Company announced that one of its subsidiaries signed an agreement to supply electrical distribution transformers with Saudi Electricity Company. Contract value is SAR 82.4 million. Contract duration is until 31 March 2022.Is New 90 Day High Low • Nov 10New 90-day high: ر.س21.50The company is up 47% from its price of ر.س14.66 on 12 August 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 10.0% over the same period.Upcoming Dividend • Nov 04Upcoming Dividend of ر.س0.40 Per ShareWill be paid on the 25th of November to those who are registered shareholders by the 11th of November. The company last paid an ordinary dividend in March 2018. The average dividend yield among industry peers is 1.6%.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS ر.س0.49The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ر.س548.5m (up 4.4% from 3Q 2019). Net income: ر.س29.6m (up ر.س26.3m from 3Q 2019). Profit margin: 5.4% (up from 0.6% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 01Market bids up stock over the past weekAfter last week's 18% share price gain to ر.س20.30, the stock is trading at a trailing P/E ratio of 31x, up from the previous P/E ratio of 26.4x. This compares to an average P/E of 15x in the Building industry in Asia. Total returns to shareholders over the past three years are 28%.Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 17% share price decline to ر.س17.24, the stock is trading at a trailing P/E ratio of 26.4x, down from the previous P/E ratio of 31.9x. This compares to an average P/E of 16x in the Building industry in Asia. Total returns to shareholders over the past three years are 9.2%.Is New 90 Day High Low • Oct 12New 90-day high: ر.س19.42The company is up 43% from its price of ر.س13.60 on 14 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 7.0% over the same period.株主還元1302SA BuildingSA 市場7D4.2%-0.5%0.5%1Y-11.3%-10.5%6.0%株主還元を見る業界別リターン: 1302過去 1 年間で-10.5 % のリターンをもたらしたSA Building業界と一致しました。リターン対市場: 1302は、過去 1 年間で6 % のリターンを上げたSA市場を下回りました。価格変動Is 1302's price volatile compared to industry and market?1302 volatility1302 Average Weekly Movement6.4%Building Industry Average Movement5.4%Market Average Movement4.9%10% most volatile stocks in SA Market7.9%10% least volatile stocks in SA Market2.9%安定した株価: 1302の株価は、 SA市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1302の weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてSAの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1980n/aZiyad Al-Barakwww.bawan.com.saバワン・カンパニーはサウジアラビア王国で金属・鉄鋼製品を製造・販売している。金属・木材部門、プラスチック部門、電気部門、その他部門で事業を展開している。金属・木材部門では、木製パレット、合板パネル・ボード、中・高密度塗装装飾紙、プラットフォーム、木製ボウル・ボックス、既製格納庫・鉄骨建築物、鉄筋の成形・曲げ加工を生産している；設備、機器、電気・電子システムの保守・運用・設置、鉄扉・木製扉およびその設置工事、大工工事、塗装、装飾、鉄・木工図面作成、アルミ工事、内線工事、道路工事、橋梁・道路工事。プラスチック事業では、板やポリスチレンフォーム、発泡ポリエチレンの包装・断熱用スライス、軟質着色塩ビシート、硬質着色・無着色塩ビシート、ポリスチレンパッドの軟質・硬質塩ビシート、真空ファン用部品、PETポリエチレンの透明容器、ポリエチレンボトル、PETプリフォームとそのカバーなどを製造している。電気部門は、変圧器、電圧安定器、充電器、溶接苛性剤、変電所、駅務機器、電圧変圧器の卸売・小売、貿易・流通、輸出入、試験・検査サービス、商品・貨物の通関・二重量りサービスを行っている。同社は物流サービスも提供している。バワン社は1980年に設立され、サウジアラビア王国のリヤドに本社を置く。もっと見るBawan Company 基礎のまとめBawan の収益と売上を時価総額と比較するとどうか。1302 基礎統計学時価総額ر.س2.60b収益（TTM）ر.س121.11m売上高(TTM)ر.س4.19b21.5xPER（株価収益率0.6xP/Sレシオ1302 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1302 損益計算書（TTM）収益ر.س4.19b売上原価ر.س3.59b売上総利益ر.س600.31mその他の費用ر.س479.20m収益ر.س121.11m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.02グロス・マージン14.32%純利益率2.89%有利子負債／自己資本比率116.6%1302 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.3%現在の配当利回りn/a配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 01:13終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bawan Company 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関null nullAl Rajhi Capital
Reported Earnings • May 14First quarter 2026 earnings released: EPS: ر.س0.87 (vs ر.س0.61 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.87 (up from ر.س0.61 in 1Q 2025). Revenue: ر.س1.03b (up 13% from 1Q 2025). Net income: ر.س51.9m (up 42% from 1Q 2025). Profit margin: 5.0% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks High level of debt (101% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
分析記事 • Apr 15Additional Considerations Required While Assessing Bawan's (TADAWUL:1302) Strong EarningsBawan Company's ( TADAWUL:1302 ) robust earnings report didn't manage to move the market for its stock. We did some...
New Risk • Apr 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 103% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Apr 07Full year 2025 earnings released: EPS: ر.س3.64 (vs ر.س1.77 in FY 2024)Full year 2025 results: EPS: ر.س3.64 (up from ر.س1.77 in FY 2024). Revenue: ر.س4.07b (up 35% from FY 2024). Net income: ر.س218.3m (up 106% from FY 2024). Profit margin: 5.4% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
New Risk • Mar 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).
Reported Earnings • May 14First quarter 2026 earnings released: EPS: ر.س0.87 (vs ر.س0.61 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.87 (up from ر.س0.61 in 1Q 2025). Revenue: ر.س1.03b (up 13% from 1Q 2025). Net income: ر.س51.9m (up 42% from 1Q 2025). Profit margin: 5.0% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks High level of debt (101% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
分析記事 • Apr 15Additional Considerations Required While Assessing Bawan's (TADAWUL:1302) Strong EarningsBawan Company's ( TADAWUL:1302 ) robust earnings report didn't manage to move the market for its stock. We did some...
New Risk • Apr 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 103% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Apr 07Full year 2025 earnings released: EPS: ر.س3.64 (vs ر.س1.77 in FY 2024)Full year 2025 results: EPS: ر.س3.64 (up from ر.س1.77 in FY 2024). Revenue: ر.س4.07b (up 35% from FY 2024). Net income: ر.س218.3m (up 106% from FY 2024). Profit margin: 5.4% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
New Risk • Mar 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Share price has been volatile over the past 3 months (6.0% average weekly change).
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ر.س50.90, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 16x in the Building industry in Saudi Arabia. Total returns to shareholders of 88% over the past three years.
分析記事 • Feb 05What Bawan Company's (TADAWUL:1302) P/E Is Not Telling YouIt's not a stretch to say that Bawan Company's ( TADAWUL:1302 ) price-to-earnings (or "P/E") ratio of 16.8x right now...
New Risk • Nov 12New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (91% cash payout ratio).
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Naji Fayad was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 30Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Director Abdulhamid Al Ouhali was the last director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ر.س0.84 (vs ر.س0.39 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.84 (up from ر.س0.39 in 2Q 2024). Revenue: ر.س966.1m (up 53% from 2Q 2024). Net income: ر.س58.8m (up 154% from 2Q 2024). Profit margin: 6.1% (up from 3.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
分析記事 • Aug 08What Bawan Company's (TADAWUL:1302) P/E Is Not Telling YouSASE:1302 1 Year Share Price vs Fair Value Explore Bawan's Fair Values from the Community and select yours Bawan...
Reported Earnings • May 21First quarter 2025 earnings released: EPS: ر.س0.61 (vs ر.س0.49 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.61 (up from ر.س0.49 in 1Q 2024). Revenue: ر.س910.2m (up 3.0% from 1Q 2024). Net income: ر.س36.5m (up 25% from 1Q 2024). Profit margin: 4.0% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • May 07Bawan Company, Annual General Meeting, May 27, 2025Bawan Company, Annual General Meeting, May 27, 2025, at 18:30 Arab Standard Time. Location: riyadh Saudi Arabia
分析記事 • May 02Pinning Down Bawan Company's (TADAWUL:1302) P/E Is Difficult Right NowBawan Company's ( TADAWUL:1302 ) price-to-earnings (or "P/E") ratio of 29.9x might make it look like a sell right now...
New Risk • Apr 17New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (195% cash payout ratio).
Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ر.س1.77 (down from ر.س2.31 in FY 2023). Revenue: ر.س3.02b (down 9.9% from FY 2023). Net income: ر.س106.0m (down 24% from FY 2023). Profit margin: 3.5% (down from 4.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ر.س45.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Building industry in Asia. Total returns to shareholders of 51% over the past three years.
分析記事 • Mar 10Is There Now An Opportunity In Bawan Company (TADAWUL:1302)?Bawan Company ( TADAWUL:1302 ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Jan 13Investors Interested In Bawan Company's (TADAWUL:1302) EarningsWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") below 23x, you may consider...
New Risk • Nov 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: ر.س0.39 (vs ر.س0.62 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.39 (down from ر.س0.62 in 3Q 2023). Revenue: ر.س682.6m (down 18% from 3Q 2023). Net income: ر.س23.4m (down 37% from 3Q 2023). Profit margin: 3.4% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س46.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Building industry in Asia. Total returns to shareholders of 30% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of ر.س0.60 per shareEligible shareholders must have bought the stock before 29 September 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 69% and the cash payout ratio is 87%. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (4.6%). In line with average of industry peers (3.3%).
分析記事 • Aug 13Is It Too Late To Consider Buying Bawan Company (TADAWUL:1302)?Bawan Company ( TADAWUL:1302 ), is not the largest company out there, but it received a lot of attention from a...
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ر.س0.39 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.39 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س632.6m (down 18% from 2Q 2023). Net income: ر.س23.1m (down 21% from 2Q 2023). Profit margin: 3.7% (down from 3.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ر.س39.30, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Building industry in Asia. Total returns to shareholders of 9.3% over the past three years.
分析記事 • Jun 11The Return Trends At Bawan (TADAWUL:1302) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.49 (vs ر.س0.60 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.49 (down from ر.س0.60 in 1Q 2023). Revenue: ر.س883.9m (down 1.0% from 1Q 2023). Net income: ر.س29.2m (down 18% from 1Q 2023). Profit margin: 3.3% (down from 4.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 30Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س47.40. The fair value is estimated to be ر.س38.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat.
分析記事 • Apr 26There Is A Reason Bawan Company's (TADAWUL:1302) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 19.1x Bawan Company ( TADAWUL:1302 ) may be sending bullish signals at the...
Upcoming Dividend • Mar 31Upcoming dividend of ر.س0.85 per shareEligible shareholders must have bought the stock before 04 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Saudi dividend payers (4.5%). In line with average of industry peers (3.3%).
Buy Or Sell Opportunity • Mar 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ر.س49.30. The fair value is estimated to be ر.س40.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to decline by 14% in a year. Earnings are forecast to grow by 5.4% in the next year.
Reported Earnings • Mar 09Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ر.س2.31 (down from ر.س2.71 in FY 2022). Revenue: ر.س3.35b (down 7.7% from FY 2022). Net income: ر.س138.5m (down 15% from FY 2022). Profit margin: 4.1% (down from 4.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 5.4%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Mar 06Dividend of ر.س0.85 announcedShareholders will receive a dividend of ر.س0.85. Ex-date: 7th April 2024 Payment date: 29th April 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.4% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ر.س832.0m (down 5.6% from 3Q 2022). Net income: ر.س37.2m (down 2.4% from 3Q 2022). Profit margin: 4.5% (up from 4.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 14% p.a. on average during the next 2 years, while revenues in the Building industry in Asia are expected to grow by 9.3%. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.
Upcoming Dividend • Aug 28Upcoming dividend of ر.س0.65 per share at 3.7% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 17 August 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Saudi dividend payers (4.3%). In line with average of industry peers (3.9%).
分析記事 • Aug 19This Bawan Company (TADAWUL:1302) Analyst Is Way More Bearish Than They Used To BeThe latest analyst coverage could presage a bad day for Bawan Company ( TADAWUL:1302 ), with the covering analyst...
Price Target Changed • Aug 18Price target decreased by 8.1% to ر.س34.00Down from ر.س37.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س35.35. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of ر.س2.40 for next year compared to ر.س2.71 last year.
New Risk • Aug 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.6% net profit margin).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ر.س0.42 (vs ر.س0.74 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.42 (down from ر.س0.74 in 2Q 2022). Revenue: ر.س768.1m (down 9.5% from 2Q 2022). Net income: ر.س25.0m (down 44% from 2Q 2022). Profit margin: 3.3% (down from 5.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Mar 15Price target decreased by 11% to ر.س32.00Down from ر.س36.00, the current price target is provided by 1 analyst. New target price is 14% above last closing price of ر.س27.95. Stock is down 16% over the past year. The company is forecast to post earnings per share of ر.س2.80 for next year compared to ر.س2.87 last year.
Price Target Changed • Nov 16Price target increased to ر.س42.00Up from ر.س35.00, the current price target is provided by 1 analyst. New target price is 19% above last closing price of ر.س35.40. Stock is down 1.1% over the past year. The company is forecast to post earnings per share of ر.س2.82 for next year compared to ر.س2.87 last year.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: ر.س0.64 (vs ر.س0.68 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.64 (down from ر.س0.68 in 3Q 2021). Revenue: ر.س881.8m (up 21% from 3Q 2021). Net income: ر.س38.1m (down 6.6% from 3Q 2021). Profit margin: 4.3% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 31High number of new directorsVice Chairman Raed bin Ibrahim Al Mudaiheem was the last director to join the board, commencing their role in 2022.
お知らせ • Sep 28Bawan Company Appoints Raed Ibrahim Almudaiheem as Vice ChairmanBawan Company appointed Raed Ibrahim Almudaiheem as the company's Vice Chairman. The official assumed role for a new board term that started on 26 September 2022 and will remain in position until 25 September 2025.
お知らせ • Sep 20Bawan Company Approves Board AppointmentsBawan Company announced that at its Extraordinary General Assembly Meeting, held on September 19, 2022, elects Mr. Faisal Majid Al-Muhaideb, Mr. Mohammad Abdulaziz Al-Ageel as Board members and elects Mr. Abdullah Saghaier Al-Hussaini (Independent member), Mr. Khenneth Charles Ebrahim (Independent member). as members of the Audit Committee starting from September 26, 2022 until the end of the term on September 25, 2025.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ر.س0.74 (vs ر.س0.76 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.74 (down from ر.س0.76 in 2Q 2021). Revenue: ر.س849.1m (up 7.6% from 2Q 2021). Net income: ر.س44.6m (down 1.8% from 2Q 2021). Profit margin: 5.2% (down from 5.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 17% growth forecast for the Building industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 14Upcoming dividend of ر.س0.85 per shareEligible shareholders must have bought the stock before 21 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of Saudi dividend payers (4.3%). Higher than average of industry peers (2.3%).
お知らせ • Jun 15Bawan Company Appoints Mohammad Bin Ahmed Al-Balawi as Chief Executive Officer, Effective July 1, 2022Bawan Company announced that its Board of Directors, based on the recommendation of the Nominations and Remunerations Committee, to appoint Mr. Mohammad bin Ahmed Al-Balawi as CEO of the company as of 1st July, 2022 hoping that God will grant him success in his new position. Mr. Mohammad bin Ahmed Al-Balawi received a Bachelors degree in Economics and Administrative Sciences with a specialization in Accounting, a Postgraduate Diploma in Business Administration, and a Masters Degree in Business Administration from City University of London. His practical and administrative experience exceeds twenty years in the fields of investment, business development, strategic planning, team management, financial management, accounting and auditing. Mr. Mohammad Al-Balawi joined Bawan Company in 2011 as the CFO of the Group and worked during that period directly on the company's IPO file in the Saudi capital market and participated in the management of all investment projects of the Group until the present day.
分析記事 • Jun 15Is There Now An Opportunity In Bawan Company (TADAWUL:1302)?Bawan Company ( TADAWUL:1302 ), might not be a large cap stock, but it received a lot of attention from a substantial...
Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ر.س0.84 (up from ر.س0.69 in 1Q 2021). Revenue: ر.س950.4m (up 10% from 1Q 2021). Net income: ر.س50.3m (up 21% from 1Q 2021). Profit margin: 5.3% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 19Bawan Company, Annual General Meeting, May 10, 2022Bawan Company, Annual General Meeting, May 10, 2022, at 16:30 Coordinated Universal Time. Agenda: To consider voting on the Board of Directors' report for the fiscal year ended on December 31, 2021; to consider voting on the auditor’s report on the Company’s accounts for the fiscal year ended on December 31, 2021; to consider voting on the financial statements for the fiscal year ended on December 31, 2021; to consider voting on release the Board of Directors’ members from liability for the fiscal year ended on December 31, 2021; to consider voting on the Board of Directors’ decision to appoint (Dr. Abdullah bin Saghir Al-Husseini - independent from outside the Board) as a member of the Audit Committee, starting from March 30, 2022 until the end of the current working cycle of the committee on September 25, 2022, as a replacement of the committee member (Mr. Abdul-Muti Wasfi Abdul-Hadi - Independent from outside the Board) provided that the appointment takes effect from the date of the decision issued on March 30, 2022; and to consider other matter.
お知らせ • Mar 31Bawan Co. Announces Board ChangesBawan Co. announced that the Board of Directors has issued a resolution during its meeting on March 30, 2022, approving the resignation of Audit Committee member Mr: Abdulmuti Abdulhadi, an independent external member, for personal reasons. At the same meeting, the Board approved the appointment of Dr. Abdullah bin Saghir Al-Hussaini, as a member of the Audit Committee (independent external member) starting from March 30, 2022 until the end of the current committee cycle on September 25, 2022, noting that this appointment shall be presented to the first General Assembly for approval. Abdullah bin Saghir Al-Hussaini is Member of the Board of Directors, Member of the NRC, and Chairman of the Audit Committee at Allianz Insurance Company, Member of the Board of Directors, and Member of the Audit Committee of Deutsche Gulf Finance Company, Member of the Board of Directors, member of the Governance and Social Responsibility Committee, and Chairman of the Audit Committee at Al Khaleej Training and Education Company, Member of the Board of Directors, and Chairman of the Audit Committee at Al-Babtain Power and Telecom Company.
Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ر.س2.88 (up from ر.س1.64 in FY 2020). Revenue: ر.س3.23b (up 34% from FY 2020). Net income: ر.س172.5m (up 75% from FY 2020). Profit margin: 5.3% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 17Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 24 January 2022. Payment date: 06 February 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Saudi dividend payers (4.3%). Higher than average of industry peers (1.9%).
分析記事 • Nov 23Return Trends At Bawan (TADAWUL:1302) Aren't AppealingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS ر.س0.68 (vs ر.س0.49 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س727.4m (up 33% from 3Q 2020). Net income: ر.س40.9m (up 38% from 3Q 2020). Profit margin: 5.6% (up from 5.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 15Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 22 August 2021. Payment date: 01 September 2021. Trailing yield: 3.6%. Lower than top quartile of Saudi dividend payers (4.3%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS ر.س0.76 (vs ر.س0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س788.8m (up 52% from 2Q 2020). Net income: ر.س45.4m (up 193% from 2Q 2020). Profit margin: 5.8% (up from 3.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
分析記事 • May 16The Returns At Bawan (TADAWUL:1302) Aren't GrowingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • May 05First quarter 2021 earnings released: EPS ر.س0.69 (vs ر.س0.25 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س862.1m (up 34% from 1Q 2020). Net income: ر.س41.7m (up 174% from 1Q 2020). Profit margin: 4.8% (up from 2.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 25Could Bawan Company (TADAWUL:1302) Have The Makings Of Another Dividend Aristocrat?Dividend paying stocks like Bawan Company ( TADAWUL:1302 ) tend to be popular with investors, and for good reason...
分析記事 • Apr 07What Does Bawan Company's (TADAWUL:1302) Share Price Indicate?While Bawan Company ( TADAWUL:1302 ) might not be the most widely known stock at the moment, it received a lot of...
分析記事 • Mar 17Bawan Company (TADAWUL:1302) Will Pay A ر.س0.60 Dividend In Three DaysReaders hoping to buy Bawan Company ( TADAWUL:1302 ) for its dividend will need to make their move shortly, as the...
Upcoming Dividend • Mar 15Upcoming Dividend of ر.س0.60 Per ShareWill be paid on the 4th of April to those who are registered shareholders by the 22nd of March. The trailing yield of 3.9% is below the top quartile of Saudi dividend payers (4.6%), but it is higher than industry peers (1.5%).
分析記事 • Mar 15Many Still Looking Away From Bawan Company (TADAWUL:1302)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 29x, you may consider...
Reported Earnings • Mar 12Full year 2020 earnings released: EPS ر.س1.50 (vs ر.س0.44 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س2.42b (up 8.2% from FY 2019). Net income: ر.س90.2m (up 239% from FY 2019). Profit margin: 3.7% (up from 1.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 24New 90-day high: ر.س28.55The company is up 29% from its price of ر.س22.14 on 26 November 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 7.0% over the same period.
分析記事 • Feb 21How Did Bawan Company's (TADAWUL:1302) 7.7% ROE Fare Against The Industry?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
分析記事 • Jan 30If You Had Bought Bawan (TADAWUL:1302) Shares A Year Ago You'd Have Earned 68% ReturnsIf you want to compound wealth in the stock market, you can do so by buying an index fund. But if you pick the right...
Is New 90 Day High Low • Jan 30New 90-day high: ر.س27.70The company is up 36% from its price of ر.س20.30 on 29 October 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 14% over the same period.
分析記事 • Jan 09We're Not So Sure You Should Rely on Bawan's (TADAWUL:1302) Statutory EarningsAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Is New 90 Day High Low • Jan 01New 90-day high: ر.س24.84The company is up 31% from its price of ر.س18.90 on 01 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 16% over the same period.
分析記事 • Dec 18Should We Be Excited About The Trends Of Returns At Bawan (TADAWUL:1302)?What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Is New 90 Day High Low • Dec 15New 90-day high: ر.س24.24The company is up 36% from its price of ر.س17.80 on 15 September 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 11% over the same period.
分析記事 • Nov 27Key Things To Consider Before Buying Bawan Company (TADAWUL:1302) For Its DividendCould Bawan Company (TADAWUL:1302) be an attractive dividend share to own for the long haul? Investors are often drawn...
お知らせ • Nov 27Bawan Company's Subsidiary Signs an Agreement to Supply Electrical Distribution Transformers with Saudi Electricity CompanyBawan Company announced that one of its subsidiaries signed an agreement to supply electrical distribution transformers with Saudi Electricity Company. Contract value is SAR 82.4 million. Contract duration is until 31 March 2022.
Is New 90 Day High Low • Nov 10New 90-day high: ر.س21.50The company is up 47% from its price of ر.س14.66 on 12 August 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 10.0% over the same period.
Upcoming Dividend • Nov 04Upcoming Dividend of ر.س0.40 Per ShareWill be paid on the 25th of November to those who are registered shareholders by the 11th of November. The company last paid an ordinary dividend in March 2018. The average dividend yield among industry peers is 1.6%.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS ر.س0.49The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ر.س548.5m (up 4.4% from 3Q 2019). Net income: ر.س29.6m (up ر.س26.3m from 3Q 2019). Profit margin: 5.4% (up from 0.6% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 01Market bids up stock over the past weekAfter last week's 18% share price gain to ر.س20.30, the stock is trading at a trailing P/E ratio of 31x, up from the previous P/E ratio of 26.4x. This compares to an average P/E of 15x in the Building industry in Asia. Total returns to shareholders over the past three years are 28%.
Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 17% share price decline to ر.س17.24, the stock is trading at a trailing P/E ratio of 26.4x, down from the previous P/E ratio of 31.9x. This compares to an average P/E of 16x in the Building industry in Asia. Total returns to shareholders over the past three years are 9.2%.
Is New 90 Day High Low • Oct 12New 90-day high: ر.س19.42The company is up 43% from its price of ر.س13.60 on 14 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 7.0% over the same period.
