Arabian Pipes（2200）株式概要アラビアン・パイプス・カンパニーは、サウジアラビア王国において鋼管の製造・販売を行っている。 詳細2200 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績2/6財務の健全性6/6配当金3/6報酬株価収益率（ 16.5 x） SA市場（ 17.2 x）を下回っています。収益は年間18.73%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析SA市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る2200 Community Fair Values Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Valueر.سCurrent Priceر.س7.4764.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-178m1b2016201920222025202620282031Revenue ر.س1.3bEarnings ر.س143.4mAdvancedSet Fair ValueView all narrativesArabian Pipes Company 競合他社Al Yamamah Steel IndustriesSymbol: SASE:1304Market cap: ر.س2.0bAdvanced Building IndustriesSymbol: SASE:2240Market cap: ر.س2.1bSaudi Steel PipesSymbol: SASE:1320Market cap: ر.س2.9bUnited Wire FactoriesSymbol: SASE:1301Market cap: ر.س474.6m価格と性能株価の高値、安値、推移の概要Arabian Pipes過去の株価現在の株価ر.س7.4752週高値ر.س7.9752週安値ر.س4.26ベータ0.451ヶ月の変化7.64%3ヶ月変化55.95%1年変化36.81%3年間の変化145.72%5年間の変化86.56%IPOからの変化374.25%最新ニュースUpcoming Dividend • Jun 16Upcoming dividend of ر.س0.17 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 12 July 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Saudi dividend payers (6.0%). Lower than average of industry peers (2.5%).お知らせ • May 21Arabian Pipes Company, Annual General Meeting, Jun 22, 2026Arabian Pipes Company, Annual General Meeting, Jun 22, 2026, at 19:30 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 07First quarter 2026 earnings released: EPS: ر.س0.10 (vs ر.س0.20 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.10 (down from ر.س0.20 in 1Q 2025). Revenue: ر.س194.6m (down 22% from 1Q 2025). Net income: ر.س20.1m (down 50% from 1Q 2025). Profit margin: 10% (down from 16% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ر.س7.14, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Metals and Mining industry in Asia. Total returns to shareholders of 189% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.27 per share.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س5.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in Asia. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.41 per share.Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ر.س5.42. The fair value is estimated to be ر.س4.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.最新情報をもっと見るRecent updatesUpcoming Dividend • Jun 16Upcoming dividend of ر.س0.17 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 12 July 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Saudi dividend payers (6.0%). Lower than average of industry peers (2.5%).お知らせ • May 21Arabian Pipes Company, Annual General Meeting, Jun 22, 2026Arabian Pipes Company, Annual General Meeting, Jun 22, 2026, at 19:30 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 07First quarter 2026 earnings released: EPS: ر.س0.10 (vs ر.س0.20 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.10 (down from ر.س0.20 in 1Q 2025). Revenue: ر.س194.6m (down 22% from 1Q 2025). Net income: ر.س20.1m (down 50% from 1Q 2025). Profit margin: 10% (down from 16% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ر.س7.14, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Metals and Mining industry in Asia. Total returns to shareholders of 189% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.27 per share.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س5.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in Asia. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.41 per share.Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ر.س5.42. The fair value is estimated to be ر.س4.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.New Risk • Mar 24New 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 6.2% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ر.س0.55 (down from ر.س0.84 in FY 2024). Revenue: ر.س874.1m (down 23% from FY 2024). Net income: ر.س110.5m (down 34% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 31% per year.Buy Or Sell Opportunity • Feb 11Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س5.28. The fair value is estimated to be ر.س4.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Buy Or Sell Opportunity • Jan 27Now 21% overvaluedOver the last 90 days, the stock has fallen 6.4% to ر.س5.29. The fair value is estimated to be ر.س4.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: ر.س0.14 (vs ر.س0.22 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.14 (down from ر.س0.22 in 3Q 2024). Revenue: ر.س233.3m (down 27% from 3Q 2024). Net income: ر.س27.8m (down 37% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 11Arabian Pipes' (TADAWUL:2200) Conservative Accounting Might Explain Soft EarningsThe market for Arabian Pipes Company's ( TADAWUL:2200 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: ر.س0.17 (vs ر.س0.28 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.17 (down from ر.س0.28 in 2Q 2024). Revenue: ر.س254.4m (down 26% from 2Q 2024). Net income: ر.س34.4m (down 40% from 2Q 2024). Profit margin: 14% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 16Why Investors Shouldn't Be Surprised By Arabian Pipes Company's (TADAWUL:2200) Low P/EArabian Pipes Company's ( TADAWUL:2200 ) price-to-earnings (or "P/E") ratio of 7.7x might make it look like a strong...Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ر.س6.72, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 24x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 138% over the past three years.Upcoming Dividend • May 28Upcoming dividend of ر.س0.15 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Saudi dividend payers (5.3%). Lower than average of industry peers (2.7%).Reported Earnings • May 15First quarter 2025 earnings released: EPS: ر.س0.27 (vs ر.س0.36 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.27 (down from ر.س0.36 in 1Q 2024). Revenue: ر.س248.9m (down 19% from 1Q 2024). Net income: ر.س40.2m (down 27% from 1Q 2024). Profit margin: 16% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Arabian Pipes Company, Annual General Meeting, Jun 03, 2025Arabian Pipes Company, Annual General Meeting, Jun 03, 2025, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaValuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ر.س8.90, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 26x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 164% over the past three years.分析記事 • Apr 07Arabian Pipes (TADAWUL:2200) Is Very Good At Capital AllocationIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...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 5.8% 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 (100% net debt to equity). Share price has been volatile over the past 3 months (5.8% average weekly change).Reported Earnings • Mar 07Full year 2024 earnings released: EPS: ر.س1.12 (vs ر.س0.88 in FY 2023)Full year 2024 results: EPS: ر.س1.12 (up from ر.س0.88 in FY 2023). Revenue: ر.س1.14b (up 5.7% from FY 2023). Net income: ر.س168.2m (up 27% from FY 2023). Profit margin: 15% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 25Investors Don't See Light At End Of Arabian Pipes Company's (TADAWUL:2200) TunnelArabian Pipes Company's ( TADAWUL:2200 ) price-to-earnings (or "P/E") ratio of 8.9x might make it look like a strong...Buy Or Sell Opportunity • Jan 08Now 90% undervalued after recent price dropOver the last 90 days, the stock has fallen 91% to ر.س12.02. The fair value is estimated to be ر.س119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.分析記事 • Nov 17Arabian Pipes' (TADAWUL:2200) Solid Profits Have Weak FundamentalsArabian Pipes Company's ( TADAWUL:2200 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ر.س2.93 (vs ر.س2.99 in 3Q 2023)Third quarter 2024 results: EPS: ر.س2.93 (down from ر.س2.99 in 3Q 2023). Revenue: ر.س318.5m (up 14% from 3Q 2023). Net income: ر.س43.9m (down 2.1% from 3Q 2023). Profit margin: 14% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 05Arabian Pipes Company's (TADAWUL:2200) Prospects Need A Boost To Lift SharesWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...Buy Or Sell Opportunity • Oct 14Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س134. The fair value is estimated to be ر.س111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • Sep 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ر.س136. The fair value is estimated to be ر.س113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • Aug 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ر.س137. The fair value is estimated to be ر.س113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: ر.س5.70 (vs ر.س2.22 in 2Q 2023)Second quarter 2024 results: EPS: ر.س5.70 (up from ر.س2.22 in 2Q 2023). Revenue: ر.س343.1m (up 29% from 2Q 2023). Net income: ر.س57.0m (up 72% from 2Q 2023). Profit margin: 17% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ر.س141. The fair value is estimated to be ر.س115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to ر.س133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Metals and Mining industry in Asia. Total returns to shareholders of 52% over the past three years.お知らせ • May 24Arabian Pipes Company Announces Formation of Audit CommitteeArabian Pipes Company announced the formation of the Audit Committee for the new term starting on May 22, 2024, and ending on May 21, 2027, based on Board of Directors resolution issued on May 22, 2024, as follows: Mr. Saad bin Falah Al-Qahtani as Member. He holds a Bachelor's degree in Accounting and a Master's degree in Finance and Investment. He also possesses several certifications and has completed various courses in finance and accounting. Additionally, he is a board member and audit committee member in several listed and unlisted companies. Mr. Maan Yousef Abalkhail as Member. He holds a Bachelor's degree in Business Administration with a specialization in Accounting from King Saud University. He began his professional career at PricewaterhouseCoopers (PWC), working in audit and external review. He subsequently transitioned to corporate banking management roles at Samba Financial Group, the National Commercial Bank (NCB), Saudi Fransi Bank, and Al Rajhi Bank. Mr. Saleh Abdullah Al Yahya (external member) as Member. He holds a Bachelor's degree in Accounting and the Saudi Organization for Certified Public Accountants (SOCPA) fellowship. He also possesses several certifications and has completed various courses in finance and accounting. Additionally, he is a member of audit committees in several listed and unlisted companies. Mr. Khaled Saleh Al-Tarifi (external member) as Member. He holds a Bachelor's degree in Accounting, the American Institute of Certified Public Accountants (CPA) fellowship, and the Saudi Organization for Certified Public Accountants (SOCPA) fellowship. He also has completed many advanced professional courses. Additionally, he is a board member and audit committee member in several listed and unlisted companies.Reported Earnings • May 23First quarter 2024 earnings released: EPS: ر.س5.48 (vs ر.س1.33 in 1Q 2023)First quarter 2024 results: EPS: ر.س5.48 (up from ر.س1.33 in 1Q 2023). Revenue: ر.س308.7m (up 34% from 1Q 2023). Net income: ر.س54.8m (up 312% from 1Q 2023). Profit margin: 18% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Arabian Pipes Company Elects Abdulaziz Ali Abdulaziz Almasood to the Board of Directors, Effective May 22, 2024Arabian Pipes Company announced at ordinary general assembly held on May 14, 2024, the shareholders elected Mr. Abdulaziz Ali Abdulaziz Almasood to the board of directors starting from May 22, 2024, for a period of three years ending on May 21, 2027.Board Change • Apr 25Less 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. 5 non-independent directors. Director Abdullah Bin Al-Harbi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Mar 21Arabian Pipes' (TADAWUL:2200) Promising Earnings May Rest On Soft FoundationsArabian Pipes Company ( TADAWUL:2200 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Mar 14Full year 2023 earnings released: EPS: ر.س13.21 (vs ر.س0.90 in FY 2022)Full year 2023 results: EPS: ر.س13.21 (up from ر.س0.90 in FY 2022). Revenue: ر.س1.08b (up 102% from FY 2022). Net income: ر.س132.1m (up ر.س123.1m from FY 2022). Profit margin: 12% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 26Arabian Pipes (TADAWUL:2200) Is Achieving High Returns On Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س150, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 37x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 83% over the past three years.分析記事 • Jan 30Arabian Pipes Company (TADAWUL:2200) Screens Well But There Might Be A CatchIt's not a stretch to say that Arabian Pipes Company's ( TADAWUL:2200 ) price-to-sales (or "P/S") ratio of 1.4x right...Buy Or Sell Opportunity • Jan 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to ر.س137. The fair value is estimated to be ر.س114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ر.س4.48 (vs ر.س0.99 in 3Q 2022)Third quarter 2023 results: EPS: ر.س4.48 (up from ر.س0.99 in 3Q 2022). Revenue: ر.س279.1m (up 59% from 3Q 2022). Net income: ر.س44.8m (up 351% from 3Q 2022). Profit margin: 16% (up from 5.7% in 3Q 2022). The increase in margin was driven by higher revenue. 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 20% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 02Why The 39% Return On Capital At Arabian Pipes (TADAWUL:2200) Should Have Your AttentionIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ر.س106, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 34x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س94.50, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 28x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: ر.س3.33 (vs ر.س0.42 loss in 2Q 2022)Second quarter 2023 results: EPS: ر.س3.33 (up from ر.س0.42 loss in 2Q 2022). Revenue: ر.س265.0m (up 278% from 2Q 2022). Net income: ر.س33.3m (up ر.س37.5m from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س70.00, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 23x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 35% over the past three years.分析記事 • May 24Investors Will Want Arabian Pipes' (TADAWUL:2200) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...分析記事 • Apr 18Arabian Pipes Company's (TADAWUL:2200) Shares Climb 28% But Its Business Is Yet to Catch UpArabian Pipes Company ( TADAWUL:2200 ) shareholders would be excited to see that the share price has had a great month...Board Change • Nov 16Less 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. 5 non-independent directors. Director Abdullah Bin Al-Harbi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 09Arabian Pipes Company Announces Resignation of Faisal Mohammed Alharbi as Board Member, Effective from September 11, 2022Arabian Pipes Company announced that its Board of Directors has accepted the resignation of Mr. Faisal Mohammed Alharbi (Non-Executive Member) from the membership of the Board of Directors and its committees effective from September 11, 2022.Reported Earnings • Sep 02Second quarter 2022 earnings released: ر.س0.43 loss per share (vs ر.س1.31 loss in 2Q 2021)Second quarter 2022 results: ر.س0.43 loss per share (up from ر.س1.31 loss in 2Q 2021). Revenue: ر.س70.0m (down 44% from 2Q 2021). Net loss: ر.س4.25m (loss narrowed 67% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 04First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: ر.س63.1m (down 51% from 1Q 2021). Net loss: ر.س13.2m (down ر.س14.2m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jun 02Arabian Pipes Company, Annual General Meeting, Jun 22, 2022Arabian Pipes Company, Annual General Meeting, Jun 22, 2022, at 17:30 Coordinated Universal Time.Board Change • Apr 27Less 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. 6 non-independent directors. Director Abdullah Bin Al-Harbi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 12Full year 2021 earnings released: ر.س1.50 loss per share (vs ر.س19.53 loss in FY 2020)Full year 2021 results: ر.س1.50 loss per share (up from ر.س19.53 loss in FY 2020). Revenue: ر.س395.0m (up 7.0% from FY 2020). Net loss: ر.س60.1m (loss narrowed 69% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Nov 23Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: ر.س0.42 loss per share (down from ر.س0.086 loss in 3Q 2020). Revenue: ر.س92.6m (down 43% from 3Q 2020). Net loss: ر.س16.8m (loss widened 387% from 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • Aug 31Second quarter 2021 earnings released: ر.س0.33 loss per share (vs ر.س0.47 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ر.س124.1m (up 174% from 2Q 2020). Net loss: ر.س13.1m (loss narrowed 31% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Reported Earnings • Jul 10First quarter 2021 earnings released: EPS ر.س0.024 (vs ر.س0.42 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س129.3m (up 95% from 1Q 2020). Net income: ر.س950.0k (up ر.س17.8m from 1Q 2020). Profit margin: 0.7% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 17New 90-day high: ر.س21.62The company is up 18% from its price of ر.س18.30 on 19 November 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period.Is New 90 Day High Low • Feb 01New 90-day high: ر.س20.78The company is up 44% from its price of ر.س14.46 on 03 November 2020. The Saudi market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 14% over the same period.分析記事 • Jan 30Investors Who Bought Arabian Pipes (TADAWUL:2200) Shares Five Years Ago Are Now Up 127%When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...Is New 90 Day High Low • Jan 13New 90-day high: ر.س20.26The company is up 9.0% from its price of ر.س18.64 on 15 October 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 1.0% over the same period.Reported Earnings • Nov 21Third quarter 2020 earnings released: ر.س0.086 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ر.س162.0m (down 23% from 3Q 2019). Net loss: ر.س3.45m (down 138% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Oct 15New 90-day high: ر.س19.24The company is up 51% from its price of ر.س12.78 on 16 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 18% over the same period.株主還元2200SA Metals and MiningSA 市場7D-4.4%8.9%-1.2%1Y36.8%34.5%6.2%株主還元を見る業界別リターン: 2200過去 1 年間で34.5 % の収益を上げたSA Metals and Mining業界を上回りました。リターン対市場: 2200過去 1 年間で6.2 % の収益を上げたSA市場を上回りました。価格変動Is 2200's price volatile compared to industry and market?2200 volatility2200 Average Weekly Movement5.9%Metals and Mining Industry Average Movement5.1%Market Average Movement4.5%10% most volatile stocks in SA Market7.7%10% least volatile stocks in SA Market2.4%安定した株価: 2200の株価は、 SA市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 2200の weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてSAの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1991n/aAhmed Bin Al-Luhaidanwww.arabian-pipes.comアラビアン・パイプス・カンパニーは、サウジアラビア王国内で鋼管の製造・販売を行っている。また、パイプや付属品の曲げ加工、成形、パイプの外側と内側のねじ切り加工にも携わっている。また、パイプや継手の取引、パイプラインの延長工事も行っている。さらに、パイプ、ホース、プラスチックパイプの製造、中空鉄鋼の成形も行っている。北アフリカ、中東、湾岸諸国に製品を輸出している。アラビアン・パイプス・カンパニーは1991年に設立され、サウジアラビア王国のリヤドを拠点としている。もっと見るArabian Pipes Company 基礎のまとめArabian Pipes の収益と売上を時価総額と比較するとどうか。2200 基礎統計学時価総額ر.س1.52b収益（TTM）ر.س90.42m売上高(TTM)ر.س819.70m16.5xPER（株価収益率1.8xP/Sレシオ2200 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2200 損益計算書（TTM）収益ر.س819.70m売上原価ر.س655.59m売上総利益ر.س164.11mその他の費用ر.س73.69m収益ر.س90.42m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）0.45グロス・マージン20.02%純利益率11.03%有利子負債／自己資本比率29.8%2200 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2.3%現在の配当利回り38%配当性向2200 配当は確実ですか？2200 配当履歴とベンチマークを見る2200 、いつまでに購入すれば配当金を受け取れますか？Arabian Pipes 配当日配当落ち日Jun 23 2026配当支払日Jul 12 2026配当落ちまでの日数3 days配当支払日までの日数22 days2200 配当は確実ですか？2200 配当履歴とベンチマークを見る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2026/06/18 12:35終値2026/06/18 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Arabian Pipes Company 2 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。6 アナリスト機関Mazen Al-SudairiAl Rajhi CapitalMohamad HaidarArqaam Capital Research Offshore S.A.L.Boulos BerzyCI Capital Research3 その他のアナリストを表示
Upcoming Dividend • Jun 16Upcoming dividend of ر.س0.17 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 12 July 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Saudi dividend payers (6.0%). Lower than average of industry peers (2.5%).
お知らせ • May 21Arabian Pipes Company, Annual General Meeting, Jun 22, 2026Arabian Pipes Company, Annual General Meeting, Jun 22, 2026, at 19:30 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 07First quarter 2026 earnings released: EPS: ر.س0.10 (vs ر.س0.20 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.10 (down from ر.س0.20 in 1Q 2025). Revenue: ر.س194.6m (down 22% from 1Q 2025). Net income: ر.س20.1m (down 50% from 1Q 2025). Profit margin: 10% (down from 16% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ر.س7.14, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Metals and Mining industry in Asia. Total returns to shareholders of 189% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.27 per share.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س5.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in Asia. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.41 per share.
Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ر.س5.42. The fair value is estimated to be ر.س4.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Jun 16Upcoming dividend of ر.س0.17 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 12 July 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Saudi dividend payers (6.0%). Lower than average of industry peers (2.5%).
お知らせ • May 21Arabian Pipes Company, Annual General Meeting, Jun 22, 2026Arabian Pipes Company, Annual General Meeting, Jun 22, 2026, at 19:30 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 07First quarter 2026 earnings released: EPS: ر.س0.10 (vs ر.س0.20 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.10 (down from ر.س0.20 in 1Q 2025). Revenue: ر.س194.6m (down 22% from 1Q 2025). Net income: ر.س20.1m (down 50% from 1Q 2025). Profit margin: 10% (down from 16% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ر.س7.14, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Metals and Mining industry in Asia. Total returns to shareholders of 189% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.27 per share.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س5.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in Asia. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ر.س4.41 per share.
Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ر.س5.42. The fair value is estimated to be ر.س4.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
New Risk • Mar 24New 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 6.2% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ر.س0.55 (down from ر.س0.84 in FY 2024). Revenue: ر.س874.1m (down 23% from FY 2024). Net income: ر.س110.5m (down 34% from FY 2024). Profit margin: 13% (down from 15% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 31% per year.
Buy Or Sell Opportunity • Feb 11Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س5.28. The fair value is estimated to be ر.س4.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Buy Or Sell Opportunity • Jan 27Now 21% overvaluedOver the last 90 days, the stock has fallen 6.4% to ر.س5.29. The fair value is estimated to be ر.س4.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: ر.س0.14 (vs ر.س0.22 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.14 (down from ر.س0.22 in 3Q 2024). Revenue: ر.س233.3m (down 27% from 3Q 2024). Net income: ر.س27.8m (down 37% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 11Arabian Pipes' (TADAWUL:2200) Conservative Accounting Might Explain Soft EarningsThe market for Arabian Pipes Company's ( TADAWUL:2200 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: ر.س0.17 (vs ر.س0.28 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.17 (down from ر.س0.28 in 2Q 2024). Revenue: ر.س254.4m (down 26% from 2Q 2024). Net income: ر.س34.4m (down 40% from 2Q 2024). Profit margin: 14% (down from 17% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 16Why Investors Shouldn't Be Surprised By Arabian Pipes Company's (TADAWUL:2200) Low P/EArabian Pipes Company's ( TADAWUL:2200 ) price-to-earnings (or "P/E") ratio of 7.7x might make it look like a strong...
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ر.س6.72, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 24x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 138% over the past three years.
Upcoming Dividend • May 28Upcoming dividend of ر.س0.15 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Saudi dividend payers (5.3%). Lower than average of industry peers (2.7%).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: ر.س0.27 (vs ر.س0.36 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.27 (down from ر.س0.36 in 1Q 2024). Revenue: ر.س248.9m (down 19% from 1Q 2024). Net income: ر.س40.2m (down 27% from 1Q 2024). Profit margin: 16% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Arabian Pipes Company, Annual General Meeting, Jun 03, 2025Arabian Pipes Company, Annual General Meeting, Jun 03, 2025, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ر.س8.90, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 26x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 164% over the past three years.
分析記事 • Apr 07Arabian Pipes (TADAWUL:2200) Is Very Good At Capital AllocationIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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 5.8% 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 (100% net debt to equity). Share price has been volatile over the past 3 months (5.8% average weekly change).
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: ر.س1.12 (vs ر.س0.88 in FY 2023)Full year 2024 results: EPS: ر.س1.12 (up from ر.س0.88 in FY 2023). Revenue: ر.س1.14b (up 5.7% from FY 2023). Net income: ر.س168.2m (up 27% from FY 2023). Profit margin: 15% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 25Investors Don't See Light At End Of Arabian Pipes Company's (TADAWUL:2200) TunnelArabian Pipes Company's ( TADAWUL:2200 ) price-to-earnings (or "P/E") ratio of 8.9x might make it look like a strong...
Buy Or Sell Opportunity • Jan 08Now 90% undervalued after recent price dropOver the last 90 days, the stock has fallen 91% to ر.س12.02. The fair value is estimated to be ر.س119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
分析記事 • Nov 17Arabian Pipes' (TADAWUL:2200) Solid Profits Have Weak FundamentalsArabian Pipes Company's ( TADAWUL:2200 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ر.س2.93 (vs ر.س2.99 in 3Q 2023)Third quarter 2024 results: EPS: ر.س2.93 (down from ر.س2.99 in 3Q 2023). Revenue: ر.س318.5m (up 14% from 3Q 2023). Net income: ر.س43.9m (down 2.1% from 3Q 2023). Profit margin: 14% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 05Arabian Pipes Company's (TADAWUL:2200) Prospects Need A Boost To Lift SharesWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...
Buy Or Sell Opportunity • Oct 14Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ر.س134. The fair value is estimated to be ر.س111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • Sep 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ر.س136. The fair value is estimated to be ر.س113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • Aug 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ر.س137. The fair value is estimated to be ر.س113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: ر.س5.70 (vs ر.س2.22 in 2Q 2023)Second quarter 2024 results: EPS: ر.س5.70 (up from ر.س2.22 in 2Q 2023). Revenue: ر.س343.1m (up 29% from 2Q 2023). Net income: ر.س57.0m (up 72% from 2Q 2023). Profit margin: 17% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ر.س141. The fair value is estimated to be ر.س115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to ر.س133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Metals and Mining industry in Asia. Total returns to shareholders of 52% over the past three years.
お知らせ • May 24Arabian Pipes Company Announces Formation of Audit CommitteeArabian Pipes Company announced the formation of the Audit Committee for the new term starting on May 22, 2024, and ending on May 21, 2027, based on Board of Directors resolution issued on May 22, 2024, as follows: Mr. Saad bin Falah Al-Qahtani as Member. He holds a Bachelor's degree in Accounting and a Master's degree in Finance and Investment. He also possesses several certifications and has completed various courses in finance and accounting. Additionally, he is a board member and audit committee member in several listed and unlisted companies. Mr. Maan Yousef Abalkhail as Member. He holds a Bachelor's degree in Business Administration with a specialization in Accounting from King Saud University. He began his professional career at PricewaterhouseCoopers (PWC), working in audit and external review. He subsequently transitioned to corporate banking management roles at Samba Financial Group, the National Commercial Bank (NCB), Saudi Fransi Bank, and Al Rajhi Bank. Mr. Saleh Abdullah Al Yahya (external member) as Member. He holds a Bachelor's degree in Accounting and the Saudi Organization for Certified Public Accountants (SOCPA) fellowship. He also possesses several certifications and has completed various courses in finance and accounting. Additionally, he is a member of audit committees in several listed and unlisted companies. Mr. Khaled Saleh Al-Tarifi (external member) as Member. He holds a Bachelor's degree in Accounting, the American Institute of Certified Public Accountants (CPA) fellowship, and the Saudi Organization for Certified Public Accountants (SOCPA) fellowship. He also has completed many advanced professional courses. Additionally, he is a board member and audit committee member in several listed and unlisted companies.
Reported Earnings • May 23First quarter 2024 earnings released: EPS: ر.س5.48 (vs ر.س1.33 in 1Q 2023)First quarter 2024 results: EPS: ر.س5.48 (up from ر.س1.33 in 1Q 2023). Revenue: ر.س308.7m (up 34% from 1Q 2023). Net income: ر.س54.8m (up 312% from 1Q 2023). Profit margin: 18% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Metals and Mining industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Arabian Pipes Company Elects Abdulaziz Ali Abdulaziz Almasood to the Board of Directors, Effective May 22, 2024Arabian Pipes Company announced at ordinary general assembly held on May 14, 2024, the shareholders elected Mr. Abdulaziz Ali Abdulaziz Almasood to the board of directors starting from May 22, 2024, for a period of three years ending on May 21, 2027.
Board Change • Apr 25Less 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. 5 non-independent directors. Director Abdullah Bin Al-Harbi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 21Arabian Pipes' (TADAWUL:2200) Promising Earnings May Rest On Soft FoundationsArabian Pipes Company ( TADAWUL:2200 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: ر.س13.21 (vs ر.س0.90 in FY 2022)Full year 2023 results: EPS: ر.س13.21 (up from ر.س0.90 in FY 2022). Revenue: ر.س1.08b (up 102% from FY 2022). Net income: ر.س132.1m (up ر.س123.1m from FY 2022). Profit margin: 12% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 26Arabian Pipes (TADAWUL:2200) Is Achieving High Returns On Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س150, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 37x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 83% over the past three years.
分析記事 • Jan 30Arabian Pipes Company (TADAWUL:2200) Screens Well But There Might Be A CatchIt's not a stretch to say that Arabian Pipes Company's ( TADAWUL:2200 ) price-to-sales (or "P/S") ratio of 1.4x right...
Buy Or Sell Opportunity • Jan 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to ر.س137. The fair value is estimated to be ر.س114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: ر.س4.48 (vs ر.س0.99 in 3Q 2022)Third quarter 2023 results: EPS: ر.س4.48 (up from ر.س0.99 in 3Q 2022). Revenue: ر.س279.1m (up 59% from 3Q 2022). Net income: ر.س44.8m (up 351% from 3Q 2022). Profit margin: 16% (up from 5.7% in 3Q 2022). The increase in margin was driven by higher revenue. 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 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 02Why The 39% Return On Capital At Arabian Pipes (TADAWUL:2200) Should Have Your AttentionIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ر.س106, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 34x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س94.50, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 28x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: ر.س3.33 (vs ر.س0.42 loss in 2Q 2022)Second quarter 2023 results: EPS: ر.س3.33 (up from ر.س0.42 loss in 2Q 2022). Revenue: ر.س265.0m (up 278% from 2Q 2022). Net income: ر.س33.3m (up ر.س37.5m from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س70.00, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 23x in the Metals and Mining industry in Saudi Arabia. Total returns to shareholders of 35% over the past three years.
分析記事 • May 24Investors Will Want Arabian Pipes' (TADAWUL:2200) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 • Apr 18Arabian Pipes Company's (TADAWUL:2200) Shares Climb 28% But Its Business Is Yet to Catch UpArabian Pipes Company ( TADAWUL:2200 ) shareholders would be excited to see that the share price has had a great month...
Board Change • Nov 16Less 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. 5 non-independent directors. Director Abdullah Bin Al-Harbi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 09Arabian Pipes Company Announces Resignation of Faisal Mohammed Alharbi as Board Member, Effective from September 11, 2022Arabian Pipes Company announced that its Board of Directors has accepted the resignation of Mr. Faisal Mohammed Alharbi (Non-Executive Member) from the membership of the Board of Directors and its committees effective from September 11, 2022.
Reported Earnings • Sep 02Second quarter 2022 earnings released: ر.س0.43 loss per share (vs ر.س1.31 loss in 2Q 2021)Second quarter 2022 results: ر.س0.43 loss per share (up from ر.س1.31 loss in 2Q 2021). Revenue: ر.س70.0m (down 44% from 2Q 2021). Net loss: ر.س4.25m (loss narrowed 67% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 04First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: ر.س63.1m (down 51% from 1Q 2021). Net loss: ر.س13.2m (down ر.س14.2m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jun 02Arabian Pipes Company, Annual General Meeting, Jun 22, 2022Arabian Pipes Company, Annual General Meeting, Jun 22, 2022, at 17:30 Coordinated Universal Time.
Board Change • Apr 27Less 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. 6 non-independent directors. Director Abdullah Bin Al-Harbi was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 12Full year 2021 earnings released: ر.س1.50 loss per share (vs ر.س19.53 loss in FY 2020)Full year 2021 results: ر.س1.50 loss per share (up from ر.س19.53 loss in FY 2020). Revenue: ر.س395.0m (up 7.0% from FY 2020). Net loss: ر.س60.1m (loss narrowed 69% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 23Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: ر.س0.42 loss per share (down from ر.س0.086 loss in 3Q 2020). Revenue: ر.س92.6m (down 43% from 3Q 2020). Net loss: ر.س16.8m (loss widened 387% from 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 31Second quarter 2021 earnings released: ر.س0.33 loss per share (vs ر.س0.47 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ر.س124.1m (up 174% from 2Q 2020). Net loss: ر.س13.1m (loss narrowed 31% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 10First quarter 2021 earnings released: EPS ر.س0.024 (vs ر.س0.42 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س129.3m (up 95% from 1Q 2020). Net income: ر.س950.0k (up ر.س17.8m from 1Q 2020). Profit margin: 0.7% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 17New 90-day high: ر.س21.62The company is up 18% from its price of ر.س18.30 on 19 November 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 15% over the same period.
Is New 90 Day High Low • Feb 01New 90-day high: ر.س20.78The company is up 44% from its price of ر.س14.46 on 03 November 2020. The Saudi market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 14% over the same period.
分析記事 • Jan 30Investors Who Bought Arabian Pipes (TADAWUL:2200) Shares Five Years Ago Are Now Up 127%When you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...
Is New 90 Day High Low • Jan 13New 90-day high: ر.س20.26The company is up 9.0% from its price of ر.س18.64 on 15 October 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 1.0% over the same period.
Reported Earnings • Nov 21Third quarter 2020 earnings released: ر.س0.086 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ر.س162.0m (down 23% from 3Q 2019). Net loss: ر.س3.45m (down 138% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Oct 15New 90-day high: ر.س19.24The company is up 51% from its price of ر.س12.78 on 16 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 18% over the same period.
