Saudi Ceramic（2040）株式概要サウジ・セラミック社は、サウジアラビア国内および海外でセラミック製品、給湯器などを製造・販売している。 詳細2040 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績1/6財務の健全性2/6配当金2/6報酬株価収益率（ 13.7 x） SA市場（ 16.9 x）を下回っています。収益は年間6.86%増加すると予測されています 今年は黒字化を達成 リスク分析負債は営業キャッシュフローで十分にカバーされていない 今後3年間の収益は年平均13.7%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 4%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る2040 Community Fair Values Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,172 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,172 investors already sharing narrativesYour Fair Valueر.سCurrent Priceر.س24.9991.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-209m2b2016201920222025202620282031Revenue ر.س2.1bEarnings ر.س253.6mAdvancedSet Fair ValueView all narrativesSaudi Ceramic Company 競合他社BawanSymbol: SASE:1302Market cap: ر.س2.3bAlwasail IndustrialSymbol: SASE:4148Market cap: ر.س755.0mUnited Mining IndustriesSymbol: SASE:9583Market cap: ر.س749.0mAl Obeikan GlassSymbol: SASE:4145Market cap: ر.س833.3m価格と性能株価の高値、安値、推移の概要Saudi Ceramic過去の株価現在の株価ر.س24.9952週高値ر.س33.4452週安値ر.س24.10ベータ0.131ヶ月の変化-8.06%3ヶ月変化-15.63%1年変化-24.09%3年間の変化1.92%5年間の変化-47.85%IPOからの変化32.57%最新ニュースMajor Estimate Revision • Jun 02Consensus EPS estimates increase by 40%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ر.س0.62 to ر.س0.87. Revenue forecast unchanged at ر.س1.58b. Net income forecast to shrink 50% next year vs 22% growth forecast for Building industry in Saudi Arabia . Consensus price target up from ر.س26.30 to ر.س27.35. Share price was steady at ر.س27.72 over the past week.Reported Earnings • May 20First quarter 2026 earnings released: EPS: ر.س0.22 (vs ر.س0.21 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.22 (up from ر.س0.21 in 1Q 2025). Revenue: ر.س383.0m (flat on 1Q 2025). Net income: ر.س22.4m (up 6.1% from 1Q 2025). Profit margin: 5.9% (up from 5.5% in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 25Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (6.0%). In line with average of industry peers (3.4%).New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 233% 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 47% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 5x cash flows per share). Large one-off items impacting financial results.お知らせ • Mar 11+ 1 more updateSaudi Ceramic Company, Annual General Meeting, Mar 31, 2026Saudi Ceramic Company, Annual General Meeting, Mar 31, 2026, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • Mar 09Full year 2025 earnings released: EPS: ر.س1.81 (vs ر.س0.80 loss in FY 2024)Full year 2025 results: EPS: ر.س1.81 (up from ر.س0.80 loss in FY 2024). Revenue: ر.س1.49b (up 11% from FY 2024). Net income: ر.س180.7m (up ر.س252.5m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.最新情報をもっと見るRecent updatesMajor Estimate Revision • Jun 02Consensus EPS estimates increase by 40%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ر.س0.62 to ر.س0.87. Revenue forecast unchanged at ر.س1.58b. Net income forecast to shrink 50% next year vs 22% growth forecast for Building industry in Saudi Arabia . Consensus price target up from ر.س26.30 to ر.س27.35. Share price was steady at ر.س27.72 over the past week.Reported Earnings • May 20First quarter 2026 earnings released: EPS: ر.س0.22 (vs ر.س0.21 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.22 (up from ر.س0.21 in 1Q 2025). Revenue: ر.س383.0m (flat on 1Q 2025). Net income: ر.س22.4m (up 6.1% from 1Q 2025). Profit margin: 5.9% (up from 5.5% in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 25Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (6.0%). In line with average of industry peers (3.4%).New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 233% 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 47% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 5x cash flows per share). Large one-off items impacting financial results.お知らせ • Mar 11+ 1 more updateSaudi Ceramic Company, Annual General Meeting, Mar 31, 2026Saudi Ceramic Company, Annual General Meeting, Mar 31, 2026, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • Mar 09Full year 2025 earnings released: EPS: ر.س1.81 (vs ر.س0.80 loss in FY 2024)Full year 2025 results: EPS: ر.س1.81 (up from ر.س0.80 loss in FY 2024). Revenue: ر.س1.49b (up 11% from FY 2024). Net income: ر.س180.7m (up ر.س252.5m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.分析記事 • Dec 31Saudi Ceramic Company's (TADAWUL:2040) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Saudi Ceramic Company's ( TADAWUL:2040 ) price-to-sales (or "P/S") ratio of 1.8x right...New Risk • Nov 05New major risk - Revenue and earnings growthEarnings have declined by 41% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 41% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: ر.س0.07 (vs ر.س0.07 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.07 (in line with 3Q 2024). Revenue: ر.س355.7m (up 3.2% from 3Q 2024). Net income: ر.س6.75m (up 12% from 3Q 2024). Profit margin: 1.9% (up from 1.8% in 3Q 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.New Risk • Aug 20New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 42% 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 Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 42% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Upcoming Dividend • Aug 11Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 02 September 2025. The company last paid an ordinary dividend in February 2015. The average dividend yield among industry peers is 3.1%.分析記事 • Aug 06We Think Saudi Ceramic's (TADAWUL:2040) Robust Earnings Are ConservativeSASE:2040 1 Year Share Price vs Fair Value Explore Saudi Ceramic's Fair Values from the Community and select yours...Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: ر.س1.13 (vs ر.س0.11 loss in 2Q 2024)Second quarter 2025 results: EPS: ر.س1.13 (up from ر.س0.11 loss in 2Q 2024). Revenue: ر.س290.1m (up 5.1% from 2Q 2024). Net income: ر.س112.8m (up ر.س123.6m from 2Q 2024). Profit margin: 39% (up from net loss in 2Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.分析記事 • Jul 01Saudi Ceramic Company (TADAWUL:2040) Not Flying Under The RadarWith a median price-to-sales (or "P/S") ratio of close to 2.1x in the Building industry in Saudi Arabia, you could be...New Risk • May 12New 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 6.9% 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: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change).Reported Earnings • May 08First quarter 2025 earnings released: EPS: ر.س0.21 (vs ر.س0.16 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.21 (up from ر.س0.16 in 1Q 2024). Revenue: ر.س384.6m (up 11% from 1Q 2024). Net income: ر.س21.1m (up 36% from 1Q 2024). Profit margin: 5.5% (up from 4.5% in 1Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Apr 08Saudi Ceramic Company Announces Board Changes, Effective 1 April 2025Saudi Ceramic Company (Saudi Ceramics) appointed Yousuf Saleh Aba Al Khail as the board's Chairman for the next four years. The board members also named Abdulaziz Abdulkarim Al Khereiji as the Vice Chairman. The two officials assumed their roles for a new board term that commenced on 1 April 2025 and will end on 31 March 2029.New Risk • Apr 06New 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 5.5% 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: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (5.5% average weekly change).Board Change • Mar 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Vice Chairman of the Board Abdulaziz Bin Abdulkareem Al Akhuraiji was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 06Full year 2024 earnings released: ر.س0.80 loss per share (vs ر.س2.11 loss in FY 2023)Full year 2024 results: ر.س0.80 loss per share (improved from ر.س2.11 loss in FY 2023). Revenue: ر.س1.35b (up 2.6% from FY 2023). Net loss: ر.س79.3m (loss narrowed 62% from FY 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.お知らせ • Mar 05Saudi Ceramic Company, Annual General Meeting, Mar 26, 2025Saudi Ceramic Company, Annual General Meeting, Mar 26, 2025, at 22:00 Arab Standard Time. Location: riyadh Saudi ArabiaPrice Target Changed • Mar 04Price target decreased by 8.5% to ر.س25.45Down from ر.س27.80, the current price target is an average from 2 analysts. New target price is 9.8% below last closing price of ر.س28.20. Stock is up 7.0% over the past year. The company posted a net loss per share of ر.س2.11 last year.分析記事 • Jan 27There's Reason For Concern Over Saudi Ceramic Company's (TADAWUL:2040) PriceWith a median price-to-sales (or "P/S") ratio of close to 2.5x in the Building industry in Saudi Arabia, you could be...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock has risen 21% to ر.س32.15. The fair value is estimated to be ر.س40.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: ر.س0.07 (vs ر.س1.69 loss in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.07 (up from ر.س1.69 loss in 3Q 2023). Revenue: ر.س344.6m (up 11% from 3Q 2023). Net income: ر.س6.03m (up ر.س174.6m from 3Q 2023). Profit margin: 1.8% (up from net loss in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.分析記事 • Sep 05Saudi Ceramic Company (TADAWUL:2040) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedSaudi Ceramic Company ( TADAWUL:2040 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 08Second quarter 2024 earnings released: ر.س0.10 loss per share (vs ر.س0.33 profit in 2Q 2023)Second quarter 2024 results: ر.س0.10 loss per share (down from ر.س0.33 profit in 2Q 2023). Revenue: ر.س276.2m (up 9.1% from 2Q 2023). Net loss: ر.س10.8m (down 133% from profit in 2Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.分析記事 • Aug 05When Should You Buy Saudi Ceramic Company (TADAWUL:2040)?Saudi Ceramic Company ( TADAWUL:2040 ), is not the largest company out there, but it received a lot of attention from a...Buy Or Sell Opportunity • Aug 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to ر.س26.35. The fair value is estimated to be ر.س34.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Jul 09Price target increased by 11% to ر.س25.76Up from ر.س23.31, the current price target is an average from 2 analysts. New target price is 8.8% below last closing price of ر.س28.25. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of ر.س0.71 next year compared to a net loss per share of ر.س2.11 last year.お知らせ • Jun 08Saudi Ceramic Company, Annual General Meeting, Jun 26, 2024Saudi Ceramic Company, Annual General Meeting, Jun 26, 2024, at 19:40 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 18First quarter 2024 earnings released: EPS: ر.س0.19 (vs ر.س0.18 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.19 (up from ر.س0.18 in 1Q 2023). Revenue: ر.س345.8m (down 6.3% from 1Q 2023). Net income: ر.س15.6m (up 5.8% from 1Q 2023). Profit margin: 4.5% (up from 4.0% in 1Q 2023). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 03Full year 2023 earnings released: ر.س2.63 loss per share (vs ر.س2.18 profit in FY 2022)Full year 2023 results: ر.س2.63 loss per share (down from ر.س2.18 profit in FY 2022). Revenue: ر.س1.31b (down 12% from FY 2022). Net loss: ر.س210.4m (down 221% from profit in FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.分析記事 • Mar 07Subdued Growth No Barrier To Saudi Ceramic Company (TADAWUL:2040) With Shares Advancing 25%Saudi Ceramic Company ( TADAWUL:2040 ) shareholders have had their patience rewarded with a 25% share price jump in the...分析記事 • Feb 20Saudi Ceramic (TADAWUL:2040) Is Looking To Continue Growing Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Dec 12Price target decreased by 9.4% to ر.س27.70Down from ر.س30.57, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س27.10. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of ر.س1.17 for next year compared to ر.س2.18 last year.Reported Earnings • Nov 23Third quarter 2023 earnings released: ر.س2.11 loss per share (vs ر.س0.53 profit in 3Q 2022)Third quarter 2023 results: ر.س2.11 loss per share (down from ر.س0.53 profit in 3Q 2022). Revenue: ر.س311.6m (down 15% from 3Q 2022). Net loss: ر.س168.6m (down 494% from profit in 3Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 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 fallen by 12% per year whereas the company’s share price has fallen by 10% per year.分析記事 • Oct 11What Is Saudi Ceramic Company's (TADAWUL:2040) Share Price Doing?Saudi Ceramic Company ( TADAWUL:2040 ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Jul 30Saudi Ceramic Company Just Missed Revenue By 26%: Here's What Analysts Think Will Happen NextThe quarterly results for Saudi Ceramic Company ( TADAWUL:2040 ) were released last week, making it a good time to...Reported Earnings • Jul 27Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ر.س253.0m (down 25% from 2Q 2022). Net income: ر.س33.3m (down 12% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 12Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س1.52b to ر.س1.48b. EPS estimate also fell from ر.س2.20 per share to ر.س1.30 per share. Net income forecast to shrink 4.4% next year vs 23% growth forecast for Building industry in Saudi Arabia . Consensus price target down from ر.س37.63 to ر.س33.63. Share price was steady at ر.س30.90 over the past week.Reported Earnings • May 04First quarter 2023 earnings released: EPS: ر.س0.18 (vs ر.س0.64 in 1Q 2022)First quarter 2023 results: EPS: ر.س0.18 (down from ر.س0.64 in 1Q 2022). Revenue: ر.س368.9m (down 6.9% from 1Q 2022). Net income: ر.س14.7m (down 71% from 1Q 2022). Profit margin: 4.0% (down from 13% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 18Price target decreased by 9.1% to ر.س37.63Down from ر.س41.39, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ر.س31.65. Stock is down 41% over the past year. The company is forecast to post earnings per share of ر.س2.20 for next year compared to ر.س2.18 last year.分析記事 • Apr 03Returns Are Gaining Momentum At Saudi Ceramic (TADAWUL:2040)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Mar 08Upcoming dividend of ر.س0.50 per share at 3.3% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 28 March 2023. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Saudi dividend payers (4.6%). Lower than average of industry peers (4.1%).Price Target Changed • Dec 23Price target decreased to ر.س43.64Down from ر.س48.45, the current price target is an average from 4 analysts. New target price is 45% above last closing price of ر.س30.10. Stock is down 43% over the past year. The company is forecast to post earnings per share of ر.س2.00 for next year compared to ر.س2.93 last year.分析記事 • Dec 12Is Saudi Ceramic Company (TADAWUL:2040) Trading At A 36% Discount?In this article we are going to estimate the intrinsic value of Saudi Ceramic Company ( TADAWUL:2040 ) by estimating...Price Target Changed • Nov 16Price target decreased to ر.س48.45Down from ر.س53.50, the current price target is an average from 3 analysts. New target price is 37% above last closing price of ر.س35.30. Stock is down 33% over the past year. The company is forecast to post earnings per share of ر.س2.23 for next year compared to ر.س2.93 last year.Reported Earnings • Oct 25Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ر.س366.6m (up 1.8% from 3Q 2021). Net income: ر.س42.8m (down 18% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 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 82% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 05What Does Saudi Ceramic Company's (TADAWUL:2040) Share Price Indicate?While Saudi Ceramic Company ( TADAWUL:2040 ) might not be the most widely known stock at the moment, it saw a...分析記事 • Sep 12Saudi Ceramic Company's (TADAWUL:2040) Intrinsic Value Is Potentially 80% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Saudi Ceramic Company...Price Target Changed • Aug 31Price target decreased to ر.س49.00Down from ر.س56.90, the current price target is an average from 2 analysts. New target price is 12% above last closing price of ر.س43.70. Stock is down 34% over the past year. The company is forecast to post earnings per share of ر.س2.03 for next year compared to ر.س2.93 last year.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to ر.س43.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Building industry in Asia. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س75.29 per share.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ر.س0.48 (vs ر.س0.80 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.48 (down from ر.س0.80 in 2Q 2021). Revenue: ر.س338.8m (down 4.8% from 2Q 2021). Net income: ر.س38.0m (down 40% from 2Q 2021). Profit margin: 11% (down from 18% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 6.5%, compared to a 17% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 28Saudi Ceramic's (TADAWUL:2040) Dividend Will Be Reduced To SAR0.50Saudi Ceramic Company ( TADAWUL:2040 ) has announced that on 14th of August, it will be paying a dividend ofSAR0.50...Upcoming Dividend • Jul 27Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 14 August 2022. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Saudi dividend payers (4.4%). Higher than average of industry peers (2.5%).お知らせ • Jul 14Saudi Ceramics Company Announces Approval to Distribute Cash Dividends for the First Half of the Year 2022, Payable on August 14, 2022Saudi Ceramic Company approved the distribution of cash dividends to the Company's shareholders for the first half of the year 2022. The Total amount distributed is SRA 39,919,340, Number of Shares Eligible for Dividends is 79,838,679 Shares. Dividend is SRA 0.50 per share, Percentage of Dividend to the Share Par Value (%) 5 % Eligibility date The eligibility is for the shareholders who own shares at the closing of the market on the first of August 2022 and who are registered in the Company's shareholders register at the Depository Center at the end of the second trading day following the due date. Distribution Date The distribution date will be on August 14, 2022.Reported Earnings • May 01First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ر.س0.64 (down from ر.س0.89 in 1Q 2021). Revenue: ر.س396.2m (down 10.0% from 1Q 2021). Net income: ر.س51.3m (down 28% from 1Q 2021). Profit margin: 13% (down from 16% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 8.9%, compared to a 14% growth forecast for the industry in Saudi Arabia. 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 51% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target increased to ر.س65.50Up from ر.س56.90, the current price target is an average from 2 analysts. New target price is 28% above last closing price of ر.س51.00. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of ر.س2.84 for next year compared to ر.س2.93 last year.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Vice Chairman of the Board Abdulaziz Bin Abdulkareem Al Akhuraiji was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Apr 25Returns At Saudi Ceramic (TADAWUL:2040) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Price Target Changed • Apr 21Price target increased to ر.س65.50Up from ر.س56.90, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ر.س52.60. Stock is up 16% over the past year. The company is forecast to post earnings per share of ر.س2.84 for next year compared to ر.س2.93 last year.分析記事 • Apr 06Does Saudi Ceramic (TADAWUL:2040) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...お知らせ • Apr 05Saudi Ceramic Company Announces Executive ChangesSaudi Ceramic Company announced the Board of Directors- decision in its meeting, regarding the appointment of the Chairman of the Board of Directors and the Vice-chairman, the formation of committees, and the appointment of the Company-s representative to the Capital Market Authority and the Saudi Stock Exchange (Tadawul), as follows: Appointment of Mr. Mr. Yousuf bin Saleh Aba Al-Khail as Chairman of the Board of Directors. Formation of the Executive Committee from the following members: 1. Mr. Yousuf bin Saleh Aba Al-Khail.(Chairman of the Committee); 2. Mr. Sami bin Ibrahim Al Issa.; 3. Mr. Mutaib bin Mohammed Al-Shathri.; and 4. Mr. Majed Abdullah Al Issa. Formation of the Remuneration and Nominations Committee from the following members: 1. Mr. AbdulAziz Abdulkarim Al-Akhuraiji (Chairman of the Committee); 2. Mr. Asim Saad Al-Juraid; and 3. Mr. Muhammed Abdulmohsin Al-Qurainees.Price Target Changed • Feb 28Price target decreased to ر.س56.90Down from ر.س63.68, the current price target is an average from 2 analysts. New target price is 16% above last closing price of ر.س49.15. Stock is up 27% over the past year. The company is forecast to post earnings per share of ر.س4.80 for next year compared to ر.س2.93 last year.お知らせ • Feb 26Saudi Ceramic Company, Annual General Meeting, Mar 16, 2022Saudi Ceramic Company, Annual General Meeting, Mar 16, 2022, at 18:30 Arabian Standard Time. Location: The Company's headquarters at King Fahd Road Riydah Saudi ArabiaReported Earnings • Feb 25Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ر.س2.93 (up from ر.س0.98 in FY 2020). Revenue: ر.س1.53b (up 1.2% from FY 2020). Net income: ر.س233.8m (up 201% from FY 2020). Profit margin: 15% (up from 5.1% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Saudi Ceramic Company Announces the Distribution of Cash Dividends to Shareholders for the Second Half of the Year 2021, Payable on March 03, 2022The Board of Directors of the Saudi Ceramic Company decided, in their meeting held on February 16, 2022, to approve the distribution of cash dividends to the company's shareholders for the second half of the year 2021. The Total amount distributed SRA 59,873,481. Dividend per share SRA 0.75. The distribution date will be on March 03, 2022.Buying Opportunity • Jan 27Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be ر.س71.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. The company has become profitable over the last 3 years.分析記事 • Dec 29Should You Think About Buying Saudi Ceramic Company (TADAWUL:2040) Now?Saudi Ceramic Company ( TADAWUL:2040 ), might not be a large cap stock, but it received a lot of attention from a...Reported Earnings • Oct 27Third quarter 2021 earnings releasedThe company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ر.س360.1m (down 3.5% from 3Q 2020). Net income: ر.س52.4m (up 61% from 3Q 2020). Profit margin: 14% (up from 8.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 14Saudi Ceramic (TADAWUL:2040) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS ر.س0.80 (vs ر.س0.083 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ر.س356.1m (down 6.8% from 2Q 2020). Net income: ر.س63.3m (up ر.س56.8m from 2Q 2020). Profit margin: 18% (up from 1.7% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 04I Ran A Stock Scan For Earnings Growth And Saudi Ceramic (TADAWUL:2040) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Jul 08Saudi Ceramic (TADAWUL:2040) Has Some Difficulty Using Its Capital EffectivelyWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...分析記事 • Jun 21Estimating The Intrinsic Value Of Saudi Ceramic Company (TADAWUL:2040)In this article we are going to estimate the intrinsic value of Saudi Ceramic Company ( TADAWUL:2040 ) by taking the...Major Estimate Revision • Jun 11Consensus EPS estimates increase to ر.س3.01The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ر.س1.67b to ر.س1.69b. EPS estimate increased from ر.س1.94 to ر.س3.01 per share. Net income forecast to grow 83% next year vs 24% growth forecast for Building industry in Saudi Arabia. Consensus price target up from ر.س49.50 to ر.س55.83. Share price was steady at ر.س59.00 over the past week.Price Target Changed • May 26Price target increased to ر.س49.50Up from ر.س43.75, the current price target is an average from 3 analysts. New target price is 11% below last closing price of ر.س55.50. Stock is up 166% over the past year.分析記事 • May 06Why Investors Shouldn't Be Surprised By Saudi Ceramic Company's (TADAWUL:2040) 28% Share Price SurgeDespite an already strong run, Saudi Ceramic Company ( TADAWUL:2040 ) shares have been powering on, with a gain of 28...Reported Earnings • May 02First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س440.3m (up 12% from 1Q 2020). Net income: ر.س70.7m (up ر.س60.1m from 1Q 2020). Profit margin: 16% (up from 2.7% in 1Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improved over the past weekAfter last week's 22% share price gain to ر.س51.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Building industry in Asia. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س38.28 per share.Major Estimate Revision • Apr 14Consensus EPS estimates fall to ر.س1.94The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ر.س1.67b to ر.س1.64b. EPS estimate also fell from ر.س2.25 to ر.س1.94. Net income forecast to grow 99% next year vs 28% growth forecast for Building industry in Saudi Arabia. Consensus price target up from ر.س43.75 to ر.س46.33. Share price was steady at ر.س41.10 over the past week.分析記事 • Apr 14Is Now The Time To Put Saudi Ceramic (TADAWUL:2040) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to ر.س41.18, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Building industry in Asia. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س41.27 per share.分析記事 • Mar 22Be Wary Of Saudi Ceramic (TADAWUL:2040) And Its Returns On CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...分析記事 • Mar 01Is Saudi Ceramic Company (TADAWUL:2040) Expensive For A Reason? A Look At Its Intrinsic ValueHow far off is Saudi Ceramic Company ( TADAWUL:2040 ) from its intrinsic value? Using the most recent financial data...Reported Earnings • Feb 25Full year 2020 earnings released: EPS ر.س1.41 (vs ر.س0.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س1.52b (up 23% from FY 2019). Net income: ر.س77.7m (up ر.س70.6m from FY 2019). Profit margin: 5.1% (up from 0.6% 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 83% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 25Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) exceeded analyst estimates by 8.4%. Over the next year, revenue is forecast to grow 8.0%, compared to a 15% growth forecast for the Building industry in Saudi Arabia.Is New 90 Day High Low • Feb 15New 90-day high: ر.س53.60The company is up 16% from its price of ر.س46.40 on 17 November 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 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س51.84 per share.分析記事 • Feb 07Can Mixed Financials Have A Negative Impact on Saudi Ceramic Company's 's (TADAWUL:2040) Current Price Momentum?Most readers would already know that Saudi Ceramic's (TADAWUL:2040) stock increased by 6.3% over the past three months...お知らせ • Feb 04Saudi Ceramic Co. Announces Changes in Audit Committee MemberThe Saudi Ceramic Company announced that the Board of Directors of the company has accepted the resignation of the member of the Audit Committee, Mr. Sami bin Ibrahim Al-Issa (a non-executive board member) and the appointment of Mr. Abdulaziz bin Abdul Karim Al-Khuraiji (an independent board member) as Audit Committee member. He holds a Bachelor of Science in Management and is currently the Executive Director of Al-Khuraiji Investment Company and a member of the Board of Directors of the Saudi Ceramic Company and Chubb Cooperative Insurance Company.分析記事 • Jan 17Is Saudi Ceramic's (TADAWUL:2040) Share Price Gain Of 120% Well Earned?It might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...株主還元2040SA BuildingSA 市場7D-3.9%0.5%-0.4%1Y-24.1%-20.6%5.1%株主還元を見る業界別リターン: 2040過去 1 年間で-20.6 % の収益を上げたSA Building業界を下回りました。リターン対市場: 2040は、過去 1 年間で5.1 % のリターンを上げたSA市場を下回りました。価格変動Is 2040's price volatile compared to industry and market?2040 volatility2040 Average Weekly Movement3.1%Building Industry Average Movement4.2%Market Average Movement4.2%10% most volatile stocks in SA Market7.3%10% least volatile stocks in SA Market2.1%安定した株価: 2040 、 SA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2040の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1977n/aAzzam Al-Madhihimwww.saudiceramics.comサウジアラビア・セラミック社は、サウジアラビア国内および海外でセラミック製品、給湯器などを製造・販売している。セラミック、磁器、屋外用、プール用タイル、洗面器、水栓、壁掛け、カウンター上部の衛生陶器製品、給湯器、浴槽、シャワートレイ、蛇口、シートカバーなどの浴室家具・付属品、赤レンガ、浴室備品・仕上げ材、石灰石、シリカサンド、カオリン、長石、粘土、ドロマイト、方解石などの工業用鉱物を提供している。同社はオンライン販売も行っている。サウジ・セラミック社は1977年に設立され、サウジアラビアのリヤドに本社を置く。もっと見るSaudi Ceramic Company 基礎のまとめSaudi Ceramic の収益と売上を時価総額と比較するとどうか。2040 基礎統計学時価総額ر.س2.49b収益（TTM）ر.س181.99m売上高(TTM)ر.س1.49b13.7xPER（株価収益率1.7xP/Sレシオ2040 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2040 損益計算書（TTM）収益ر.س1.49b売上原価ر.س1.05b売上総利益ر.س442.31mその他の費用ر.س260.33m収益ر.س181.99m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）1.83グロス・マージン29.71%純利益率12.22%有利子負債／自己資本比率52.2%2040 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4.0%現在の配当利回り55%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2026/07/17 04:58終値2026/07/16 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Saudi Ceramic Company 1 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。8 アナリスト機関Talha Nazar ul HaqueAljazira Capital CompanyFadwa AouiniAlphaMenaKais KriaaAlphaMena5 その他のアナリストを表示
Major Estimate Revision • Jun 02Consensus EPS estimates increase by 40%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ر.س0.62 to ر.س0.87. Revenue forecast unchanged at ر.س1.58b. Net income forecast to shrink 50% next year vs 22% growth forecast for Building industry in Saudi Arabia . Consensus price target up from ر.س26.30 to ر.س27.35. Share price was steady at ر.س27.72 over the past week.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: ر.س0.22 (vs ر.س0.21 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.22 (up from ر.س0.21 in 1Q 2025). Revenue: ر.س383.0m (flat on 1Q 2025). Net income: ر.س22.4m (up 6.1% from 1Q 2025). Profit margin: 5.9% (up from 5.5% in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 25Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (6.0%). In line with average of industry peers (3.4%).
New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 233% 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 47% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 5x cash flows per share). Large one-off items impacting financial results.
お知らせ • Mar 11+ 1 more updateSaudi Ceramic Company, Annual General Meeting, Mar 31, 2026Saudi Ceramic Company, Annual General Meeting, Mar 31, 2026, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: ر.س1.81 (vs ر.س0.80 loss in FY 2024)Full year 2025 results: EPS: ر.س1.81 (up from ر.س0.80 loss in FY 2024). Revenue: ر.س1.49b (up 11% from FY 2024). Net income: ر.س180.7m (up ر.س252.5m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
Major Estimate Revision • Jun 02Consensus EPS estimates increase by 40%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ر.س0.62 to ر.س0.87. Revenue forecast unchanged at ر.س1.58b. Net income forecast to shrink 50% next year vs 22% growth forecast for Building industry in Saudi Arabia . Consensus price target up from ر.س26.30 to ر.س27.35. Share price was steady at ر.س27.72 over the past week.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: ر.س0.22 (vs ر.س0.21 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.22 (up from ر.س0.21 in 1Q 2025). Revenue: ر.س383.0m (flat on 1Q 2025). Net income: ر.س22.4m (up 6.1% from 1Q 2025). Profit margin: 5.9% (up from 5.5% in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 25Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 01 April 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (6.0%). In line with average of industry peers (3.4%).
New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 233% 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 47% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 5x cash flows per share). Large one-off items impacting financial results.
お知らせ • Mar 11+ 1 more updateSaudi Ceramic Company, Annual General Meeting, Mar 31, 2026Saudi Ceramic Company, Annual General Meeting, Mar 31, 2026, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: ر.س1.81 (vs ر.س0.80 loss in FY 2024)Full year 2025 results: EPS: ر.س1.81 (up from ر.س0.80 loss in FY 2024). Revenue: ر.س1.49b (up 11% from FY 2024). Net income: ر.س180.7m (up ر.س252.5m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
分析記事 • Dec 31Saudi Ceramic Company's (TADAWUL:2040) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Saudi Ceramic Company's ( TADAWUL:2040 ) price-to-sales (or "P/S") ratio of 1.8x right...
New Risk • Nov 05New major risk - Revenue and earnings growthEarnings have declined by 41% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 41% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: ر.س0.07 (vs ر.س0.07 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.07 (in line with 3Q 2024). Revenue: ر.س355.7m (up 3.2% from 3Q 2024). Net income: ر.س6.75m (up 12% from 3Q 2024). Profit margin: 1.9% (up from 1.8% in 3Q 2024). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
New Risk • Aug 20New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings have declined by 42% 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 Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 42% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Upcoming Dividend • Aug 11Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 02 September 2025. The company last paid an ordinary dividend in February 2015. The average dividend yield among industry peers is 3.1%.
分析記事 • Aug 06We Think Saudi Ceramic's (TADAWUL:2040) Robust Earnings Are ConservativeSASE:2040 1 Year Share Price vs Fair Value Explore Saudi Ceramic's Fair Values from the Community and select yours...
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: ر.س1.13 (vs ر.س0.11 loss in 2Q 2024)Second quarter 2025 results: EPS: ر.س1.13 (up from ر.س0.11 loss in 2Q 2024). Revenue: ر.س290.1m (up 5.1% from 2Q 2024). Net income: ر.س112.8m (up ر.س123.6m from 2Q 2024). Profit margin: 39% (up from net loss in 2Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 01Saudi Ceramic Company (TADAWUL:2040) Not Flying Under The RadarWith a median price-to-sales (or "P/S") ratio of close to 2.1x in the Building industry in Saudi Arabia, you could be...
New Risk • May 12New 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 6.9% 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: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change).
Reported Earnings • May 08First quarter 2025 earnings released: EPS: ر.س0.21 (vs ر.س0.16 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.21 (up from ر.س0.16 in 1Q 2024). Revenue: ر.س384.6m (up 11% from 1Q 2024). Net income: ر.س21.1m (up 36% from 1Q 2024). Profit margin: 5.5% (up from 4.5% in 1Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 08Saudi Ceramic Company Announces Board Changes, Effective 1 April 2025Saudi Ceramic Company (Saudi Ceramics) appointed Yousuf Saleh Aba Al Khail as the board's Chairman for the next four years. The board members also named Abdulaziz Abdulkarim Al Khereiji as the Vice Chairman. The two officials assumed their roles for a new board term that commenced on 1 April 2025 and will end on 31 March 2029.
New Risk • Apr 06New 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 5.5% 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: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (5.5% average weekly change).
Board Change • Mar 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Vice Chairman of the Board Abdulaziz Bin Abdulkareem Al Akhuraiji was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 06Full year 2024 earnings released: ر.س0.80 loss per share (vs ر.س2.11 loss in FY 2023)Full year 2024 results: ر.س0.80 loss per share (improved from ر.س2.11 loss in FY 2023). Revenue: ر.س1.35b (up 2.6% from FY 2023). Net loss: ر.س79.3m (loss narrowed 62% from FY 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 05Saudi Ceramic Company, Annual General Meeting, Mar 26, 2025Saudi Ceramic Company, Annual General Meeting, Mar 26, 2025, at 22:00 Arab Standard Time. Location: riyadh Saudi Arabia
Price Target Changed • Mar 04Price target decreased by 8.5% to ر.س25.45Down from ر.س27.80, the current price target is an average from 2 analysts. New target price is 9.8% below last closing price of ر.س28.20. Stock is up 7.0% over the past year. The company posted a net loss per share of ر.س2.11 last year.
分析記事 • Jan 27There's Reason For Concern Over Saudi Ceramic Company's (TADAWUL:2040) PriceWith a median price-to-sales (or "P/S") ratio of close to 2.5x in the Building industry in Saudi Arabia, you could be...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock has risen 21% to ر.س32.15. The fair value is estimated to be ر.س40.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: ر.س0.07 (vs ر.س1.69 loss in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.07 (up from ر.س1.69 loss in 3Q 2023). Revenue: ر.س344.6m (up 11% from 3Q 2023). Net income: ر.س6.03m (up ر.س174.6m from 3Q 2023). Profit margin: 1.8% (up from net loss in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 05Saudi Ceramic Company (TADAWUL:2040) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedSaudi Ceramic Company ( TADAWUL:2040 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 08Second quarter 2024 earnings released: ر.س0.10 loss per share (vs ر.س0.33 profit in 2Q 2023)Second quarter 2024 results: ر.س0.10 loss per share (down from ر.س0.33 profit in 2Q 2023). Revenue: ر.س276.2m (up 9.1% from 2Q 2023). Net loss: ر.س10.8m (down 133% from profit in 2Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 05When Should You Buy Saudi Ceramic Company (TADAWUL:2040)?Saudi Ceramic Company ( TADAWUL:2040 ), is not the largest company out there, but it received a lot of attention from a...
Buy Or Sell Opportunity • Aug 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to ر.س26.35. The fair value is estimated to be ر.س34.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Jul 09Price target increased by 11% to ر.س25.76Up from ر.س23.31, the current price target is an average from 2 analysts. New target price is 8.8% below last closing price of ر.س28.25. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of ر.س0.71 next year compared to a net loss per share of ر.س2.11 last year.
お知らせ • Jun 08Saudi Ceramic Company, Annual General Meeting, Jun 26, 2024Saudi Ceramic Company, Annual General Meeting, Jun 26, 2024, at 19:40 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 18First quarter 2024 earnings released: EPS: ر.س0.19 (vs ر.س0.18 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.19 (up from ر.س0.18 in 1Q 2023). Revenue: ر.س345.8m (down 6.3% from 1Q 2023). Net income: ر.س15.6m (up 5.8% from 1Q 2023). Profit margin: 4.5% (up from 4.0% in 1Q 2023). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Building industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 03Full year 2023 earnings released: ر.س2.63 loss per share (vs ر.س2.18 profit in FY 2022)Full year 2023 results: ر.س2.63 loss per share (down from ر.س2.18 profit in FY 2022). Revenue: ر.س1.31b (down 12% from FY 2022). Net loss: ر.س210.4m (down 221% from profit in FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 07Subdued Growth No Barrier To Saudi Ceramic Company (TADAWUL:2040) With Shares Advancing 25%Saudi Ceramic Company ( TADAWUL:2040 ) shareholders have had their patience rewarded with a 25% share price jump in the...
分析記事 • Feb 20Saudi Ceramic (TADAWUL:2040) Is Looking To Continue Growing Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Dec 12Price target decreased by 9.4% to ر.س27.70Down from ر.س30.57, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س27.10. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of ر.س1.17 for next year compared to ر.س2.18 last year.
Reported Earnings • Nov 23Third quarter 2023 earnings released: ر.س2.11 loss per share (vs ر.س0.53 profit in 3Q 2022)Third quarter 2023 results: ر.س2.11 loss per share (down from ر.س0.53 profit in 3Q 2022). Revenue: ر.س311.6m (down 15% from 3Q 2022). Net loss: ر.س168.6m (down 494% from profit in 3Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 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 fallen by 12% per year whereas the company’s share price has fallen by 10% per year.
分析記事 • Oct 11What Is Saudi Ceramic Company's (TADAWUL:2040) Share Price Doing?Saudi Ceramic Company ( TADAWUL:2040 ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Jul 30Saudi Ceramic Company Just Missed Revenue By 26%: Here's What Analysts Think Will Happen NextThe quarterly results for Saudi Ceramic Company ( TADAWUL:2040 ) were released last week, making it a good time to...
Reported Earnings • Jul 27Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ر.س253.0m (down 25% from 2Q 2022). Net income: ر.س33.3m (down 12% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 12Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س1.52b to ر.س1.48b. EPS estimate also fell from ر.س2.20 per share to ر.س1.30 per share. Net income forecast to shrink 4.4% next year vs 23% growth forecast for Building industry in Saudi Arabia . Consensus price target down from ر.س37.63 to ر.س33.63. Share price was steady at ر.س30.90 over the past week.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: ر.س0.18 (vs ر.س0.64 in 1Q 2022)First quarter 2023 results: EPS: ر.س0.18 (down from ر.س0.64 in 1Q 2022). Revenue: ر.س368.9m (down 6.9% from 1Q 2022). Net income: ر.س14.7m (down 71% from 1Q 2022). Profit margin: 4.0% (down from 13% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Building industry in Asia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 18Price target decreased by 9.1% to ر.س37.63Down from ر.س41.39, the current price target is an average from 3 analysts. New target price is 19% above last closing price of ر.س31.65. Stock is down 41% over the past year. The company is forecast to post earnings per share of ر.س2.20 for next year compared to ر.س2.18 last year.
分析記事 • Apr 03Returns Are Gaining Momentum At Saudi Ceramic (TADAWUL:2040)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Mar 08Upcoming dividend of ر.س0.50 per share at 3.3% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 28 March 2023. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Saudi dividend payers (4.6%). Lower than average of industry peers (4.1%).
Price Target Changed • Dec 23Price target decreased to ر.س43.64Down from ر.س48.45, the current price target is an average from 4 analysts. New target price is 45% above last closing price of ر.س30.10. Stock is down 43% over the past year. The company is forecast to post earnings per share of ر.س2.00 for next year compared to ر.س2.93 last year.
分析記事 • Dec 12Is Saudi Ceramic Company (TADAWUL:2040) Trading At A 36% Discount?In this article we are going to estimate the intrinsic value of Saudi Ceramic Company ( TADAWUL:2040 ) by estimating...
Price Target Changed • Nov 16Price target decreased to ر.س48.45Down from ر.س53.50, the current price target is an average from 3 analysts. New target price is 37% above last closing price of ر.س35.30. Stock is down 33% over the past year. The company is forecast to post earnings per share of ر.س2.23 for next year compared to ر.س2.93 last year.
Reported Earnings • Oct 25Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ر.س366.6m (up 1.8% from 3Q 2021). Net income: ر.س42.8m (down 18% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 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 82% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 05What Does Saudi Ceramic Company's (TADAWUL:2040) Share Price Indicate?While Saudi Ceramic Company ( TADAWUL:2040 ) might not be the most widely known stock at the moment, it saw a...
分析記事 • Sep 12Saudi Ceramic Company's (TADAWUL:2040) Intrinsic Value Is Potentially 80% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Saudi Ceramic Company...
Price Target Changed • Aug 31Price target decreased to ر.س49.00Down from ر.س56.90, the current price target is an average from 2 analysts. New target price is 12% above last closing price of ر.س43.70. Stock is down 34% over the past year. The company is forecast to post earnings per share of ر.س2.03 for next year compared to ر.س2.93 last year.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to ر.س43.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Building industry in Asia. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س75.29 per share.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ر.س0.48 (vs ر.س0.80 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.48 (down from ر.س0.80 in 2Q 2021). Revenue: ر.س338.8m (down 4.8% from 2Q 2021). Net income: ر.س38.0m (down 40% from 2Q 2021). Profit margin: 11% (down from 18% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 6.5%, compared to a 17% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 28Saudi Ceramic's (TADAWUL:2040) Dividend Will Be Reduced To SAR0.50Saudi Ceramic Company ( TADAWUL:2040 ) has announced that on 14th of August, it will be paying a dividend ofSAR0.50...
Upcoming Dividend • Jul 27Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 14 August 2022. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Saudi dividend payers (4.4%). Higher than average of industry peers (2.5%).
お知らせ • Jul 14Saudi Ceramics Company Announces Approval to Distribute Cash Dividends for the First Half of the Year 2022, Payable on August 14, 2022Saudi Ceramic Company approved the distribution of cash dividends to the Company's shareholders for the first half of the year 2022. The Total amount distributed is SRA 39,919,340, Number of Shares Eligible for Dividends is 79,838,679 Shares. Dividend is SRA 0.50 per share, Percentage of Dividend to the Share Par Value (%) 5 % Eligibility date The eligibility is for the shareholders who own shares at the closing of the market on the first of August 2022 and who are registered in the Company's shareholders register at the Depository Center at the end of the second trading day following the due date. Distribution Date The distribution date will be on August 14, 2022.
Reported Earnings • May 01First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ر.س0.64 (down from ر.س0.89 in 1Q 2021). Revenue: ر.س396.2m (down 10.0% from 1Q 2021). Net income: ر.س51.3m (down 28% from 1Q 2021). Profit margin: 13% (down from 16% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 8.9%, compared to a 14% growth forecast for the industry in Saudi Arabia. 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 51% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target increased to ر.س65.50Up from ر.س56.90, the current price target is an average from 2 analysts. New target price is 28% above last closing price of ر.س51.00. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of ر.س2.84 for next year compared to ر.س2.93 last year.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Vice Chairman of the Board Abdulaziz Bin Abdulkareem Al Akhuraiji was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 25Returns At Saudi Ceramic (TADAWUL:2040) Are On The Way UpIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Price Target Changed • Apr 21Price target increased to ر.س65.50Up from ر.س56.90, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ر.س52.60. Stock is up 16% over the past year. The company is forecast to post earnings per share of ر.س2.84 for next year compared to ر.س2.93 last year.
分析記事 • Apr 06Does Saudi Ceramic (TADAWUL:2040) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
お知らせ • Apr 05Saudi Ceramic Company Announces Executive ChangesSaudi Ceramic Company announced the Board of Directors- decision in its meeting, regarding the appointment of the Chairman of the Board of Directors and the Vice-chairman, the formation of committees, and the appointment of the Company-s representative to the Capital Market Authority and the Saudi Stock Exchange (Tadawul), as follows: Appointment of Mr. Mr. Yousuf bin Saleh Aba Al-Khail as Chairman of the Board of Directors. Formation of the Executive Committee from the following members: 1. Mr. Yousuf bin Saleh Aba Al-Khail.(Chairman of the Committee); 2. Mr. Sami bin Ibrahim Al Issa.; 3. Mr. Mutaib bin Mohammed Al-Shathri.; and 4. Mr. Majed Abdullah Al Issa. Formation of the Remuneration and Nominations Committee from the following members: 1. Mr. AbdulAziz Abdulkarim Al-Akhuraiji (Chairman of the Committee); 2. Mr. Asim Saad Al-Juraid; and 3. Mr. Muhammed Abdulmohsin Al-Qurainees.
Price Target Changed • Feb 28Price target decreased to ر.س56.90Down from ر.س63.68, the current price target is an average from 2 analysts. New target price is 16% above last closing price of ر.س49.15. Stock is up 27% over the past year. The company is forecast to post earnings per share of ر.س4.80 for next year compared to ر.س2.93 last year.
お知らせ • Feb 26Saudi Ceramic Company, Annual General Meeting, Mar 16, 2022Saudi Ceramic Company, Annual General Meeting, Mar 16, 2022, at 18:30 Arabian Standard Time. Location: The Company's headquarters at King Fahd Road Riydah Saudi Arabia
Reported Earnings • Feb 25Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ر.س2.93 (up from ر.س0.98 in FY 2020). Revenue: ر.س1.53b (up 1.2% from FY 2020). Net income: ر.س233.8m (up 201% from FY 2020). Profit margin: 15% (up from 5.1% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Saudi Ceramic Company Announces the Distribution of Cash Dividends to Shareholders for the Second Half of the Year 2021, Payable on March 03, 2022The Board of Directors of the Saudi Ceramic Company decided, in their meeting held on February 16, 2022, to approve the distribution of cash dividends to the company's shareholders for the second half of the year 2021. The Total amount distributed SRA 59,873,481. Dividend per share SRA 0.75. The distribution date will be on March 03, 2022.
Buying Opportunity • Jan 27Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be ر.س71.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. The company has become profitable over the last 3 years.
分析記事 • Dec 29Should You Think About Buying Saudi Ceramic Company (TADAWUL:2040) Now?Saudi Ceramic Company ( TADAWUL:2040 ), might not be a large cap stock, but it received a lot of attention from a...
Reported Earnings • Oct 27Third quarter 2021 earnings releasedThe company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ر.س360.1m (down 3.5% from 3Q 2020). Net income: ر.س52.4m (up 61% from 3Q 2020). Profit margin: 14% (up from 8.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 14Saudi Ceramic (TADAWUL:2040) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS ر.س0.80 (vs ر.س0.083 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ر.س356.1m (down 6.8% from 2Q 2020). Net income: ر.س63.3m (up ر.س56.8m from 2Q 2020). Profit margin: 18% (up from 1.7% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 04I Ran A Stock Scan For Earnings Growth And Saudi Ceramic (TADAWUL:2040) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Jul 08Saudi Ceramic (TADAWUL:2040) Has Some Difficulty Using Its Capital EffectivelyWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 • Jun 21Estimating The Intrinsic Value Of Saudi Ceramic Company (TADAWUL:2040)In this article we are going to estimate the intrinsic value of Saudi Ceramic Company ( TADAWUL:2040 ) by taking the...
Major Estimate Revision • Jun 11Consensus EPS estimates increase to ر.س3.01The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ر.س1.67b to ر.س1.69b. EPS estimate increased from ر.س1.94 to ر.س3.01 per share. Net income forecast to grow 83% next year vs 24% growth forecast for Building industry in Saudi Arabia. Consensus price target up from ر.س49.50 to ر.س55.83. Share price was steady at ر.س59.00 over the past week.
Price Target Changed • May 26Price target increased to ر.س49.50Up from ر.س43.75, the current price target is an average from 3 analysts. New target price is 11% below last closing price of ر.س55.50. Stock is up 166% over the past year.
分析記事 • May 06Why Investors Shouldn't Be Surprised By Saudi Ceramic Company's (TADAWUL:2040) 28% Share Price SurgeDespite an already strong run, Saudi Ceramic Company ( TADAWUL:2040 ) shares have been powering on, with a gain of 28...
Reported Earnings • May 02First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س440.3m (up 12% from 1Q 2020). Net income: ر.س70.7m (up ر.س60.1m from 1Q 2020). Profit margin: 16% (up from 2.7% in 1Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improved over the past weekAfter last week's 22% share price gain to ر.س51.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Building industry in Asia. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س38.28 per share.
Major Estimate Revision • Apr 14Consensus EPS estimates fall to ر.س1.94The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ر.س1.67b to ر.س1.64b. EPS estimate also fell from ر.س2.25 to ر.س1.94. Net income forecast to grow 99% next year vs 28% growth forecast for Building industry in Saudi Arabia. Consensus price target up from ر.س43.75 to ر.س46.33. Share price was steady at ر.س41.10 over the past week.
分析記事 • Apr 14Is Now The Time To Put Saudi Ceramic (TADAWUL:2040) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to ر.س41.18, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Building industry in Asia. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س41.27 per share.
分析記事 • Mar 22Be Wary Of Saudi Ceramic (TADAWUL:2040) And Its Returns On CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Mar 01Is Saudi Ceramic Company (TADAWUL:2040) Expensive For A Reason? A Look At Its Intrinsic ValueHow far off is Saudi Ceramic Company ( TADAWUL:2040 ) from its intrinsic value? Using the most recent financial data...
Reported Earnings • Feb 25Full year 2020 earnings released: EPS ر.س1.41 (vs ر.س0.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ر.س1.52b (up 23% from FY 2019). Net income: ر.س77.7m (up ر.س70.6m from FY 2019). Profit margin: 5.1% (up from 0.6% 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 83% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 25Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) exceeded analyst estimates by 8.4%. Over the next year, revenue is forecast to grow 8.0%, compared to a 15% growth forecast for the Building industry in Saudi Arabia.
Is New 90 Day High Low • Feb 15New 90-day high: ر.س53.60The company is up 16% from its price of ر.س46.40 on 17 November 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 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س51.84 per share.
分析記事 • Feb 07Can Mixed Financials Have A Negative Impact on Saudi Ceramic Company's 's (TADAWUL:2040) Current Price Momentum?Most readers would already know that Saudi Ceramic's (TADAWUL:2040) stock increased by 6.3% over the past three months...
お知らせ • Feb 04Saudi Ceramic Co. Announces Changes in Audit Committee MemberThe Saudi Ceramic Company announced that the Board of Directors of the company has accepted the resignation of the member of the Audit Committee, Mr. Sami bin Ibrahim Al-Issa (a non-executive board member) and the appointment of Mr. Abdulaziz bin Abdul Karim Al-Khuraiji (an independent board member) as Audit Committee member. He holds a Bachelor of Science in Management and is currently the Executive Director of Al-Khuraiji Investment Company and a member of the Board of Directors of the Saudi Ceramic Company and Chubb Cooperative Insurance Company.
分析記事 • Jan 17Is Saudi Ceramic's (TADAWUL:2040) Share Price Gain Of 120% Well Earned?It might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...
