View Future GrowthYAMAMA Cement 過去の業績過去 基準チェック /26YAMAMA Cementは、平均年間13.7%の収益成長を遂げていますが、 Basic Materials業界の収益は、年間 減少しています。収益は、平均年間1.8% 12.3%収益成長率で 成長しています。 YAMAMA Cementの自己資本利益率は9.5%であり、純利益率は34.3%です。主要情報13.66%収益成長率13.69%EPS成長率Basic Materials 業界の成長2.62%収益成長率12.34%株主資本利益率9.48%ネット・マージン34.28%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: ر.س0.18 (vs ر.س0.48 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.18 (down from ر.س0.48 in 3Q 2024). Revenue: ر.س311.8m (up 9.3% from 3Q 2024). Net income: ر.س35.9m (down 63% from 3Q 2024). Profit margin: 12% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ر.س0.60 (vs ر.س0.42 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.60 (up from ر.س0.42 in 2Q 2024). Revenue: ر.س362.4m (up 49% from 2Q 2024). Net income: ر.س121.0m (up 43% from 2Q 2024). Profit margin: 33% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.57 in 1Q 2024). Revenue: ر.س349.0m (up 28% from 1Q 2024). Net income: ر.س142.1m (up 24% from 1Q 2024). Profit margin: 41% (down from 42% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Mar 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.08 (up from ر.س1.50 in FY 2023). Revenue: ر.س1.17b (up 25% from FY 2023). Net income: ر.س420.7m (up 38% from FY 2023). Profit margin: 36% (up from 33% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. 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 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: ر.س0.48 (vs ر.س0.20 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.20 in 3Q 2023). Revenue: ر.س285.2m (up 35% from 3Q 2023). Net income: ر.س97.9m (up 140% from 3Q 2023). Profit margin: 34% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س0.42 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.42 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س243.7m (up 13% from 2Q 2023). Net income: ر.س84.6m (down 14% from 2Q 2023). Profit margin: 35% (down from 46% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials 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 fallen by 2% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesPrice Target Changed • Jun 12Price target decreased by 13% to ر.س31.83Down from ر.س36.38, the current price target is an average from 4 analysts. New target price is 27% above last closing price of ر.س25.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of ر.س2.16 for next year compared to ر.س2.38 last year.お知らせ • Apr 14YAMAMA Cement Company Approves Cash Dividend for the Fiscal Year Ended 31 December 2025, Payable on 03 May 2026YAMAMA Cement Company at its Fifty-Seventh Ordinary General Assembly Meeting held on April 13, 2026, Approval of the Board of Directors’ recommendation to distribute cash dividends to shareholders amounting to SAR 202,500,000 for the fiscal year ended 31 December 2025, at SAR 1.00 per share, representing 10% of the nominal value per share. Eligibility shall be for shareholders owning shares at the close of trading on the day of the General Assembly meeting and registered in the shareholders’ register with the Securities Depository Center (Edaa) at the end of the second trading day following the eligibility date. Dividends will be distributed on 03 May 2026.お知らせ • Mar 25YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)Declared Dividend • Mar 14Dividend of ر.س1.00 announcedDividend of ر.س1.00 is the same as last year. Ex-date: 14th April 2026 Payment date: 3rd May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to decline by 3.2% over the next 2 years. However, it would need to fall by 53% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 13+ 1 more updateYAMAMA Cement Company, Annual General Meeting, Apr 13, 2026YAMAMA Cement Company, Annual General Meeting, Apr 13, 2026, at 18:30 Arab Standard Time. Location: riyadh Saudi ArabiaNew Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Large one-off items impacting financial results.Price Target Changed • Feb 23Price target decreased by 8.1% to ر.س35.35Down from ر.س38.45, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ر.س25.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of ر.س2.07 for next year compared to ر.س2.08 last year.New Risk • Dec 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.分析記事 • Nov 18Investors Give YAMAMA Cement Company (TADAWUL:3020) Shares A 25% HidingYAMAMA Cement Company ( TADAWUL:3020 ) shareholders that were waiting for something to happen have been dealt a blow...Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: ر.س0.18 (vs ر.س0.48 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.18 (down from ر.س0.48 in 3Q 2024). Revenue: ر.س311.8m (up 9.3% from 3Q 2024). Net income: ر.س35.9m (down 63% from 3Q 2024). Profit margin: 12% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ر.س27.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Basic Materials industry in Saudi Arabia. Negligible returns to shareholders over past three years.分析記事 • Sep 04YAMAMA Cement (TADAWUL:3020) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ر.س0.60 (vs ر.س0.42 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.60 (up from ر.س0.42 in 2Q 2024). Revenue: ر.س362.4m (up 49% from 2Q 2024). Net income: ر.س121.0m (up 43% from 2Q 2024). Profit margin: 33% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 22YAMAMA Cement Company (TADAWUL:3020) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 15.6x YAMAMA Cement Company ( TADAWUL:3020 ) may be sending bullish...分析記事 • Jun 20Analysts Are Betting On YAMAMA Cement Company (TADAWUL:3020) With A Big Upgrade This WeekCelebrations may be in order for YAMAMA Cement Company ( TADAWUL:3020 ) shareholders, with the analysts delivering a...Major Estimate Revision • Jun 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.23b to ر.س1.36b. EPS estimate increased from ر.س2.16 to ر.س2.30 per share. Net income forecast to grow 5.5% next year vs 5.4% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س38.18 to ر.س39.57. Share price fell 6.1% to ر.س32.60 over the past week.分析記事 • Jun 18Should You Be Adding YAMAMA Cement (TADAWUL:3020) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • May 15We Like These Underlying Return On Capital Trends At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 02First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.57 in 1Q 2024). Revenue: ر.س349.0m (up 28% from 1Q 2024). Net income: ر.س142.1m (up 24% from 1Q 2024). Profit margin: 41% (down from 42% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Apr 08Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 04 May 2025. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Saudi dividend payers (5.3%). Lower than average of industry peers (4.7%).お知らせ • Mar 25YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025, at 19:00 Arab Standard Time. Location: riyadh Saudi Arabia分析記事 • Mar 15Industry Analysts Just Upgraded Their YAMAMA Cement Company (TADAWUL:3020) Revenue Forecasts By 12%Shareholders in YAMAMA Cement Company ( TADAWUL:3020 ) may be thrilled to learn that the analysts have just delivered a...Major Estimate Revision • Mar 14Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.20b to ر.س1.35b. EPS estimate increased from ر.س2.10 to ر.س2.22 per share. Net income forecast to grow 6.4% next year vs 9.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س36.65 to ر.س38.18. Share price rose 2.4% to ر.س38.80 over the past week.Reported Earnings • Mar 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.08 (up from ر.س1.50 in FY 2023). Revenue: ر.س1.17b (up 25% from FY 2023). Net income: ر.س420.7m (up 38% from FY 2023). Profit margin: 36% (up from 33% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. 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 8% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 19YAMAMA Cement Company's (TADAWUL:3020) Business And Shares Still Trailing The MarketWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...分析記事 • Dec 05Returns On Capital Are Showing Encouraging Signs At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: ر.س0.48 (vs ر.س0.20 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.20 in 3Q 2023). Revenue: ر.س285.2m (up 35% from 3Q 2023). Net income: ر.س97.9m (up 140% from 3Q 2023). Profit margin: 34% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 29It's A Story Of Risk Vs Reward With YAMAMA Cement Company (TADAWUL:3020)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 26x, you may consider...Price Target Changed • Sep 03Price target increased by 7.8% to ر.س38.68Up from ر.س35.89, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ر.س32.05. Stock is down 3.3% over the past year. The company is forecast to post earnings per share of ر.س2.05 for next year compared to ر.س1.50 last year.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س0.42 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.42 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س243.7m (up 13% from 2Q 2023). Net income: ر.س84.6m (down 14% from 2Q 2023). Profit margin: 35% (down from 46% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials 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 fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Aug 02Returns At Yamama Saudi Cement (TADAWUL:3020) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 05There Is A Reason Yamama Saudi Cement Company's (TADAWUL:3020) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 21.2x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.57 (vs ر.س0.56 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.57 (up from ر.س0.56 in 1Q 2023). Revenue: ر.س273.7m (down 3.3% from 1Q 2023). Net income: ر.س115.0m (up 2.3% from 1Q 2023). Profit margin: 42% (up from 40% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ر.س35.00. The fair value is estimated to be ر.س29.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.分析記事 • Apr 24We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Major Estimate Revision • Apr 20Consensus EPS estimates increase by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.10b to ر.س1.12b. EPS estimate increased from ر.س1.39 to ر.س1.81 per share. Net income forecast to shrink 7.6% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س37.30 unchanged from last update. Share price was steady at ر.س33.50 over the past week.Board Change • Apr 17High number of new directorsChairman of the Board Naif Bin Sultan Bin Mohammed Bin Al-Kabeer was the last director to join the board, commencing their role in 2024.分析記事 • Mar 27Sentiment Still Eluding Yamama Saudi Cement Company (TADAWUL:3020)With a price-to-earnings (or "P/E") ratio of 22.7x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...お知らせ • Mar 21Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024, at 18:00 Coordinated Universal Time.分析記事 • Feb 28We Ran A Stock Scan For Earnings Growth And Yamama Saudi Cement (TADAWUL:3020) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Feb 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.60. The fair value is estimated to be ر.س29.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.Buy Or Sell Opportunity • Feb 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.85. The fair value is estimated to be ر.س29.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.お知らせ • Feb 14Yamama Saudi Cement Company Proposes Cash Dividends for the Fiscal Year 2023The board of directors of Yamama Cement Company recommended to the General Assembly, in its meeting on February 12, 2024, the distribution of cash dividends for the fiscal year 2023 as follows: Dividend per share is SAR 1.00. The Total amount distributed is SAR 202,500,000.分析記事 • Jan 15Investors Will Want Yamama Saudi Cement's (TADAWUL:3020) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Dec 21Yamama Saudi Cement Company's (TADAWUL:3020) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 24x, you may consider...分析記事 • Nov 29Should You Be Adding Yamama Saudi Cement (TADAWUL:3020) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Price Target Changed • Nov 06Price target increased by 7.2% to ر.س37.74Up from ر.س35.20, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س29.45. Stock is up 4.1% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س1.76 last year.Reported Earnings • Oct 25Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ر.س0.20 (down from ر.س0.50 in 3Q 2022). Revenue: ر.س211.7m (down 16% from 3Q 2022). Net income: ر.س40.8m (down 60% from 3Q 2022). Profit margin: 19% (down from 40% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.分析記事 • Sep 15We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: ر.س0.49 (up from ر.س0.45 in 2Q 2022). Revenue: ر.س218.9m (up 4.6% from 2Q 2022). Net income: ر.س98.3m (up 8.4% from 2Q 2022). Profit margin: 45% (up from 43% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 75%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 13Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 29% Above Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Yamama Saudi Cement fair value estimate is ر.س27.80 Yamama...Major Estimate Revision • Jun 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س1.14b to ر.س1.06b. EPS estimate also fell from ر.س2.21 per share to ر.س1.72 per share. Net income forecast to shrink 16% next year vs 38% growth forecast for Basic Materials industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س34.78. Share price was steady at ر.س37.20 over the past week.Major Estimate Revision • Jun 06Consensus EPS estimates increase by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س1.11b to ر.س1.17b. EPS estimate increased from ر.س1.67 to ر.س2.21 per share. Net income forecast to grow 1.8% next year vs 37% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س32.44 to ر.س34.44. Share price was steady at ر.س34.85 over the past week.分析記事 • Feb 16Investors Met With Slowing Returns on Capital At Yamama Saudi Cement (TADAWUL:3020)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Major Estimate Revision • Feb 07Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from ر.س1.82 to ر.س1.62 per share. Revenue forecast steady at ر.س990.5m. Net income forecast to grow 47% next year vs 41% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س33.24 to ر.س32.44. Share price fell 3.1% to ر.س27.80 over the past week.分析記事 • Jan 23Estimating The Fair Value Of Yamama Saudi Cement Company (TADAWUL:3020)Key Insights Yamama Saudi Cement's estimated fair value is ر.س23.5 based on 2 Stage Free Cash Flow to Equity Current...Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ر.س34.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.Reported Earnings • Oct 26Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ر.س0.50 (up from ر.س0.20 in 3Q 2021). Revenue: ر.س253.4m (up 49% from 3Q 2021). Net income: ر.س101.3m (up 154% from 3Q 2021). Profit margin: 40% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Oct 26Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ر.س1.00 to ر.س2.01. Revenue forecast unchanged at ر.س947.0m. Net income forecast to grow 88% next year vs 44% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س30.78 unchanged from last update. Share price rose 2.6% to ر.س29.50 over the past week.分析記事 • Sep 06Is Yamama Saudi Cement Company (TADAWUL:3020) Potentially Undervalued?Yamama Saudi Cement Company ( TADAWUL:3020 ), is not the largest company out there, but it saw a decent share price...分析記事 • Aug 08Yamama Saudi Cement's (TADAWUL:3020) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsInvestors were disappointed by Yamama Saudi Cement Company's ( TADAWUL:3020 ) latest earnings release. Our analysis has...Reported Earnings • Aug 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ر.س209.3m (up 3.3% from 2Q 2021). Net income: ر.س90.7m (up 17% from 2Q 2021). Profit margin: 43% (up from 38% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 3.3% growth forecast for the industry in Saudi Arabia.Price Target Changed • Jul 29Price target increased to ر.س30.78Up from ر.س28.62, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س29.35. Stock is down 13% over the past year. The company is forecast to post earnings per share of ر.س1.00 for next year compared to ر.س0.79 last year.分析記事 • Jun 28The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • May 11Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Yamama Saudi Cement Company ( TADAWUL:3020 ) from its intrinsic value? Using the most recent financial...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent 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.Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent 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 22First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ر.س0.15 (down from ر.س0.27 in 1Q 2021). Revenue: ر.س221.6m (up 23% from 1Q 2021). Net income: ر.س29.6m (down 46% from 1Q 2021). Profit margin: 13% (down from 30% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 5.3%, compared to a 1.4% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 13The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...お知らせ • Mar 04Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022, at 15:30 Coordinated Universal Time.Price Target Changed • Feb 24Price target decreased to ر.س25.43Down from ر.س28.19, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ر.س25.65. Stock is down 15% over the past year. The company is forecast to post earnings per share of ر.س0.97 for next year compared to ر.س0.79 last year.Reported Earnings • Feb 21Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: ر.س735.8m (down 16% from FY 2020). Net income: ر.س160.6m (down 56% from FY 2020). Profit margin: 22% (down from 41% in FY 2020). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 14% while the industry in Saudi Arabia is not expected to grow. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 28Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ر.س0.20 (vs ر.س0.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س170.7m (down 22% from 3Q 2020). Net income: ر.س40.0m (down 49% from 3Q 2020). Profit margin: 23% (down from 36% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 10Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS ر.س0.38 (vs ر.س0.25 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س202.6m (up 21% from 2Q 2020). Net income: ر.س77.7m (up 53% from 2Q 2020). Profit margin: 38% (up from 30% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.分析記事 • May 27Are Investors Undervaluing Yamama Saudi Cement Company (TADAWUL:3020) By 30%?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company ( TADAWUL:3020 ) by taking...Reported Earnings • Apr 26First quarter 2021 earnings released: EPS ر.س0.27 (vs ر.س0.61 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س180.3m (down 38% from 1Q 2020). Net income: ر.س54.9m (down 56% from 1Q 2020). Profit margin: 30% (down from 43% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 03Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Mar 16Yamama Saudi Cement Company (TADAWUL:3020) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Yamama Saudi Cement's (TADAWUL:3020) stock is up by a considerable 18% over the past three months. However, we wonder...Is New 90 Day High Low • Mar 04New 90-day high: ر.س34.00The company is up 21% from its price of ر.س28.20 on 03 December 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س42.84 per share.お知らせ • Mar 02Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021.分析記事 • Feb 26An Intrinsic Calculation For Yamama Saudi Cement Company (TADAWUL:3020) Suggests It's 25% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Yamama Saudi Cement...お知らせ • Feb 10Yamama Saudi Cement Company to Report Fiscal Year 2020 Results on Feb 10, 2021Yamama Saudi Cement Company announced that they will report fiscal year 2020 results on Feb 10, 2021分析記事 • Feb 08Here's Why I Think Yamama Saudi Cement (TADAWUL:3020) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Jan 20The Yamama Saudi Cement (TADAWUL:3020) Share Price Is Up 76% And Shareholders Are Holding OnOne simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with...Is New 90 Day High Low • Jan 18New 90-day high: ر.س30.80The company is up 10.0% from its price of ر.س27.90 on 20 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س38.35 per share.分析記事 • Jan 03What Do The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Dec 18New 90-day high: ر.س28.70The company is up 16% from its price of ر.س24.82 on 17 September 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س56.30 per share.分析記事 • Dec 16Yamama Saudi Cement Company (TADAWUL:3020) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Yamama Saudi Cement (TADAWUL:3020) has had a great run on the share market with its stock up by a significant 13% over...分析記事 • Nov 27Is There An Opportunity With Yamama Saudi Cement Company's (TADAWUL:3020) 38% Undervaluation?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company (TADAWUL:3020) by...Is New 90 Day High Low • Nov 24New 90-day high: ر.س28.75The company is up 16% from its price of ر.س24.86 on 26 August 2020. The Saudi market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س46.03 per share.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س327.3m, up 76% from the prior year. Total revenue was ر.س905.4m over the last 12 months, up 25% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 23Third-quarter earnings released: Earnings beat expectations, revenue disappointsThird-quarter revenue missed analyst estimates by 2.0% at ر.س217.5m. Earnings per share (EPS) exceeded analyst estimates by 2.7% at ر.س0.38. Revenue is expected to shrink by 2.1% over the next year, compared to a 5.6% decline forecast for the Basic Materials industry in Saudi Arabia.Price Target Changed • Oct 21Price target raised to ر.س25.63Up from ر.س23.30, the current price target is an average from 2 analysts. The new target price is 8.1% below the current share price of ر.س27.90. As of last close, the stock is up 31% over the past year.収支内訳YAMAMA Cement の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SASE:3020 収益、費用、利益 ( )SAR Millions日付収益収益G+A経費研究開発費31 Mar 261,414485115031 Dec 251,423483115030 Sep 251,39442290030 Jun 251,36748487031 Mar 251,24844887031 Dec 241,17342184030 Sep 241,02735083030 Jun 2495429380031 Mar 2492930772031 Dec 2393530470030 Sep 231,04538678030 Jun 231,08244677031 Mar 231,06643975031 Dec 221,00835675030 Sep 2285620364030 Jun 2277814163031 Mar 2277712865031 Dec 2173615462030 Sep 2180330860030 Jun 2188236361031 Mar 2184633667031 Dec 2095640667030 Sep 2094334870030 Jun 2088030770031 Mar 2087831063031 Dec 1980225665030 Sep 1972618562030 Jun 196478462031 Mar 19594-563031 Dec 18521-5260030 Sep 18530-4773030 Jun 185862975031 Mar 186697776031 Dec 1774810477030 Sep 1781212763030 Jun 1788315459031 Mar 1796925858031 Dec 161,12535858030 Sep 161,24447655030 Jun 161,28951558031 Mar 161,34859060031 Dec 151,31161559030 Sep 151,277614610質の高い収益: 3020にはSAR143.6M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 3020の現在の純利益率 (34.3%)は、昨年(35.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 3020の収益は過去 5 年間で年間13.7%増加しました。成長の加速: 3020の過去 1 年間の収益成長率 ( 8.2% ) は、5 年間の平均 ( 年間13.7%を下回っています。収益対業界: 3020の過去 1 年間の収益成長率 ( 8.2% ) はBasic Materials業界5.1%を上回りました。株主資本利益率高いROE: 3020の 自己資本利益率 ( 9.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/08/09 20:30終値2026/08/09 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YAMAMA Cement Company 4 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。15 アナリスト機関Jassim Al-JubranAljazira Capital Companynull nullAl Rajhi CapitalMohamad HaidarArqaam Capital Research Offshore S.A.L.12 その他のアナリストを表示
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: ر.س0.18 (vs ر.س0.48 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.18 (down from ر.س0.48 in 3Q 2024). Revenue: ر.س311.8m (up 9.3% from 3Q 2024). Net income: ر.س35.9m (down 63% from 3Q 2024). Profit margin: 12% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ر.س0.60 (vs ر.س0.42 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.60 (up from ر.س0.42 in 2Q 2024). Revenue: ر.س362.4m (up 49% from 2Q 2024). Net income: ر.س121.0m (up 43% from 2Q 2024). Profit margin: 33% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.57 in 1Q 2024). Revenue: ر.س349.0m (up 28% from 1Q 2024). Net income: ر.س142.1m (up 24% from 1Q 2024). Profit margin: 41% (down from 42% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Mar 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.08 (up from ر.س1.50 in FY 2023). Revenue: ر.س1.17b (up 25% from FY 2023). Net income: ر.س420.7m (up 38% from FY 2023). Profit margin: 36% (up from 33% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. 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 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: ر.س0.48 (vs ر.س0.20 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.20 in 3Q 2023). Revenue: ر.س285.2m (up 35% from 3Q 2023). Net income: ر.س97.9m (up 140% from 3Q 2023). Profit margin: 34% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س0.42 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.42 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س243.7m (up 13% from 2Q 2023). Net income: ر.س84.6m (down 14% from 2Q 2023). Profit margin: 35% (down from 46% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials 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 fallen by 2% per year, which means it is significantly lagging earnings.
Price Target Changed • Jun 12Price target decreased by 13% to ر.س31.83Down from ر.س36.38, the current price target is an average from 4 analysts. New target price is 27% above last closing price of ر.س25.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of ر.س2.16 for next year compared to ر.س2.38 last year.
お知らせ • Apr 14YAMAMA Cement Company Approves Cash Dividend for the Fiscal Year Ended 31 December 2025, Payable on 03 May 2026YAMAMA Cement Company at its Fifty-Seventh Ordinary General Assembly Meeting held on April 13, 2026, Approval of the Board of Directors’ recommendation to distribute cash dividends to shareholders amounting to SAR 202,500,000 for the fiscal year ended 31 December 2025, at SAR 1.00 per share, representing 10% of the nominal value per share. Eligibility shall be for shareholders owning shares at the close of trading on the day of the General Assembly meeting and registered in the shareholders’ register with the Securities Depository Center (Edaa) at the end of the second trading day following the eligibility date. Dividends will be distributed on 03 May 2026.
お知らせ • Mar 25YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)
Declared Dividend • Mar 14Dividend of ر.س1.00 announcedDividend of ر.س1.00 is the same as last year. Ex-date: 14th April 2026 Payment date: 3rd May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to decline by 3.2% over the next 2 years. However, it would need to fall by 53% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 13+ 1 more updateYAMAMA Cement Company, Annual General Meeting, Apr 13, 2026YAMAMA Cement Company, Annual General Meeting, Apr 13, 2026, at 18:30 Arab Standard Time. Location: riyadh Saudi Arabia
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Large one-off items impacting financial results.
Price Target Changed • Feb 23Price target decreased by 8.1% to ر.س35.35Down from ر.س38.45, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ر.س25.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of ر.س2.07 for next year compared to ر.س2.08 last year.
New Risk • Dec 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • Nov 18Investors Give YAMAMA Cement Company (TADAWUL:3020) Shares A 25% HidingYAMAMA Cement Company ( TADAWUL:3020 ) shareholders that were waiting for something to happen have been dealt a blow...
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: ر.س0.18 (vs ر.س0.48 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.18 (down from ر.س0.48 in 3Q 2024). Revenue: ر.س311.8m (up 9.3% from 3Q 2024). Net income: ر.س35.9m (down 63% from 3Q 2024). Profit margin: 12% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ر.س27.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Basic Materials industry in Saudi Arabia. Negligible returns to shareholders over past three years.
分析記事 • Sep 04YAMAMA Cement (TADAWUL:3020) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ر.س0.60 (vs ر.س0.42 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.60 (up from ر.س0.42 in 2Q 2024). Revenue: ر.س362.4m (up 49% from 2Q 2024). Net income: ر.س121.0m (up 43% from 2Q 2024). Profit margin: 33% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 22YAMAMA Cement Company (TADAWUL:3020) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 15.6x YAMAMA Cement Company ( TADAWUL:3020 ) may be sending bullish...
分析記事 • Jun 20Analysts Are Betting On YAMAMA Cement Company (TADAWUL:3020) With A Big Upgrade This WeekCelebrations may be in order for YAMAMA Cement Company ( TADAWUL:3020 ) shareholders, with the analysts delivering a...
Major Estimate Revision • Jun 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.23b to ر.س1.36b. EPS estimate increased from ر.س2.16 to ر.س2.30 per share. Net income forecast to grow 5.5% next year vs 5.4% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س38.18 to ر.س39.57. Share price fell 6.1% to ر.س32.60 over the past week.
分析記事 • Jun 18Should You Be Adding YAMAMA Cement (TADAWUL:3020) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • May 15We Like These Underlying Return On Capital Trends At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.57 in 1Q 2024). Revenue: ر.س349.0m (up 28% from 1Q 2024). Net income: ر.س142.1m (up 24% from 1Q 2024). Profit margin: 41% (down from 42% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 08Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 04 May 2025. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Saudi dividend payers (5.3%). Lower than average of industry peers (4.7%).
お知らせ • Mar 25YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025, at 19:00 Arab Standard Time. Location: riyadh Saudi Arabia
分析記事 • Mar 15Industry Analysts Just Upgraded Their YAMAMA Cement Company (TADAWUL:3020) Revenue Forecasts By 12%Shareholders in YAMAMA Cement Company ( TADAWUL:3020 ) may be thrilled to learn that the analysts have just delivered a...
Major Estimate Revision • Mar 14Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.20b to ر.س1.35b. EPS estimate increased from ر.س2.10 to ر.س2.22 per share. Net income forecast to grow 6.4% next year vs 9.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س36.65 to ر.س38.18. Share price rose 2.4% to ر.س38.80 over the past week.
Reported Earnings • Mar 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.08 (up from ر.س1.50 in FY 2023). Revenue: ر.س1.17b (up 25% from FY 2023). Net income: ر.س420.7m (up 38% from FY 2023). Profit margin: 36% (up from 33% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. 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 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 19YAMAMA Cement Company's (TADAWUL:3020) Business And Shares Still Trailing The MarketWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...
分析記事 • Dec 05Returns On Capital Are Showing Encouraging Signs At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: ر.س0.48 (vs ر.س0.20 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.20 in 3Q 2023). Revenue: ر.س285.2m (up 35% from 3Q 2023). Net income: ر.س97.9m (up 140% from 3Q 2023). Profit margin: 34% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 29It's A Story Of Risk Vs Reward With YAMAMA Cement Company (TADAWUL:3020)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 26x, you may consider...
Price Target Changed • Sep 03Price target increased by 7.8% to ر.س38.68Up from ر.س35.89, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ر.س32.05. Stock is down 3.3% over the past year. The company is forecast to post earnings per share of ر.س2.05 for next year compared to ر.س1.50 last year.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س0.42 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.42 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س243.7m (up 13% from 2Q 2023). Net income: ر.س84.6m (down 14% from 2Q 2023). Profit margin: 35% (down from 46% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials 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 fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Aug 02Returns At Yamama Saudi Cement (TADAWUL:3020) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 05There Is A Reason Yamama Saudi Cement Company's (TADAWUL:3020) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 21.2x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.57 (vs ر.س0.56 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.57 (up from ر.س0.56 in 1Q 2023). Revenue: ر.س273.7m (down 3.3% from 1Q 2023). Net income: ر.س115.0m (up 2.3% from 1Q 2023). Profit margin: 42% (up from 40% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ر.س35.00. The fair value is estimated to be ر.س29.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
分析記事 • Apr 24We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Major Estimate Revision • Apr 20Consensus EPS estimates increase by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.10b to ر.س1.12b. EPS estimate increased from ر.س1.39 to ر.س1.81 per share. Net income forecast to shrink 7.6% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س37.30 unchanged from last update. Share price was steady at ر.س33.50 over the past week.
Board Change • Apr 17High number of new directorsChairman of the Board Naif Bin Sultan Bin Mohammed Bin Al-Kabeer was the last director to join the board, commencing their role in 2024.
分析記事 • Mar 27Sentiment Still Eluding Yamama Saudi Cement Company (TADAWUL:3020)With a price-to-earnings (or "P/E") ratio of 22.7x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...
お知らせ • Mar 21Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024, at 18:00 Coordinated Universal Time.
分析記事 • Feb 28We Ran A Stock Scan For Earnings Growth And Yamama Saudi Cement (TADAWUL:3020) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Feb 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.60. The fair value is estimated to be ر.س29.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.
Buy Or Sell Opportunity • Feb 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.85. The fair value is estimated to be ر.س29.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.
お知らせ • Feb 14Yamama Saudi Cement Company Proposes Cash Dividends for the Fiscal Year 2023The board of directors of Yamama Cement Company recommended to the General Assembly, in its meeting on February 12, 2024, the distribution of cash dividends for the fiscal year 2023 as follows: Dividend per share is SAR 1.00. The Total amount distributed is SAR 202,500,000.
分析記事 • Jan 15Investors Will Want Yamama Saudi Cement's (TADAWUL:3020) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Dec 21Yamama Saudi Cement Company's (TADAWUL:3020) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 24x, you may consider...
分析記事 • Nov 29Should You Be Adding Yamama Saudi Cement (TADAWUL:3020) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Price Target Changed • Nov 06Price target increased by 7.2% to ر.س37.74Up from ر.س35.20, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س29.45. Stock is up 4.1% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س1.76 last year.
Reported Earnings • Oct 25Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ر.س0.20 (down from ر.س0.50 in 3Q 2022). Revenue: ر.س211.7m (down 16% from 3Q 2022). Net income: ر.س40.8m (down 60% from 3Q 2022). Profit margin: 19% (down from 40% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
分析記事 • Sep 15We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: ر.س0.49 (up from ر.س0.45 in 2Q 2022). Revenue: ر.س218.9m (up 4.6% from 2Q 2022). Net income: ر.س98.3m (up 8.4% from 2Q 2022). Profit margin: 45% (up from 43% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 75%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 13Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 29% Above Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Yamama Saudi Cement fair value estimate is ر.س27.80 Yamama...
Major Estimate Revision • Jun 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س1.14b to ر.س1.06b. EPS estimate also fell from ر.س2.21 per share to ر.س1.72 per share. Net income forecast to shrink 16% next year vs 38% growth forecast for Basic Materials industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س34.78. Share price was steady at ر.س37.20 over the past week.
Major Estimate Revision • Jun 06Consensus EPS estimates increase by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س1.11b to ر.س1.17b. EPS estimate increased from ر.س1.67 to ر.س2.21 per share. Net income forecast to grow 1.8% next year vs 37% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س32.44 to ر.س34.44. Share price was steady at ر.س34.85 over the past week.
分析記事 • Feb 16Investors Met With Slowing Returns on Capital At Yamama Saudi Cement (TADAWUL:3020)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from ر.س1.82 to ر.س1.62 per share. Revenue forecast steady at ر.س990.5m. Net income forecast to grow 47% next year vs 41% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س33.24 to ر.س32.44. Share price fell 3.1% to ر.س27.80 over the past week.
分析記事 • Jan 23Estimating The Fair Value Of Yamama Saudi Cement Company (TADAWUL:3020)Key Insights Yamama Saudi Cement's estimated fair value is ر.س23.5 based on 2 Stage Free Cash Flow to Equity Current...
Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ر.س34.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.
Reported Earnings • Oct 26Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ر.س0.50 (up from ر.س0.20 in 3Q 2021). Revenue: ر.س253.4m (up 49% from 3Q 2021). Net income: ر.س101.3m (up 154% from 3Q 2021). Profit margin: 40% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Oct 26Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ر.س1.00 to ر.س2.01. Revenue forecast unchanged at ر.س947.0m. Net income forecast to grow 88% next year vs 44% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س30.78 unchanged from last update. Share price rose 2.6% to ر.س29.50 over the past week.
分析記事 • Sep 06Is Yamama Saudi Cement Company (TADAWUL:3020) Potentially Undervalued?Yamama Saudi Cement Company ( TADAWUL:3020 ), is not the largest company out there, but it saw a decent share price...
分析記事 • Aug 08Yamama Saudi Cement's (TADAWUL:3020) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsInvestors were disappointed by Yamama Saudi Cement Company's ( TADAWUL:3020 ) latest earnings release. Our analysis has...
Reported Earnings • Aug 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ر.س209.3m (up 3.3% from 2Q 2021). Net income: ر.س90.7m (up 17% from 2Q 2021). Profit margin: 43% (up from 38% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 3.3% growth forecast for the industry in Saudi Arabia.
Price Target Changed • Jul 29Price target increased to ر.س30.78Up from ر.س28.62, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س29.35. Stock is down 13% over the past year. The company is forecast to post earnings per share of ر.س1.00 for next year compared to ر.س0.79 last year.
分析記事 • Jun 28The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • May 11Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Yamama Saudi Cement Company ( TADAWUL:3020 ) from its intrinsic value? Using the most recent financial...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent 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.
Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent 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 22First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ر.س0.15 (down from ر.س0.27 in 1Q 2021). Revenue: ر.س221.6m (up 23% from 1Q 2021). Net income: ر.س29.6m (down 46% from 1Q 2021). Profit margin: 13% (down from 30% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 5.3%, compared to a 1.4% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 13The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
お知らせ • Mar 04Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022, at 15:30 Coordinated Universal Time.
Price Target Changed • Feb 24Price target decreased to ر.س25.43Down from ر.س28.19, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ر.س25.65. Stock is down 15% over the past year. The company is forecast to post earnings per share of ر.س0.97 for next year compared to ر.س0.79 last year.
Reported Earnings • Feb 21Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: ر.س735.8m (down 16% from FY 2020). Net income: ر.س160.6m (down 56% from FY 2020). Profit margin: 22% (down from 41% in FY 2020). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 14% while the industry in Saudi Arabia is not expected to grow. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 28Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ر.س0.20 (vs ر.س0.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س170.7m (down 22% from 3Q 2020). Net income: ر.س40.0m (down 49% from 3Q 2020). Profit margin: 23% (down from 36% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 10Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS ر.س0.38 (vs ر.س0.25 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س202.6m (up 21% from 2Q 2020). Net income: ر.س77.7m (up 53% from 2Q 2020). Profit margin: 38% (up from 30% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
分析記事 • May 27Are Investors Undervaluing Yamama Saudi Cement Company (TADAWUL:3020) By 30%?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company ( TADAWUL:3020 ) by taking...
Reported Earnings • Apr 26First quarter 2021 earnings released: EPS ر.س0.27 (vs ر.س0.61 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س180.3m (down 38% from 1Q 2020). Net income: ر.س54.9m (down 56% from 1Q 2020). Profit margin: 30% (down from 43% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 03Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Mar 16Yamama Saudi Cement Company (TADAWUL:3020) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Yamama Saudi Cement's (TADAWUL:3020) stock is up by a considerable 18% over the past three months. However, we wonder...
Is New 90 Day High Low • Mar 04New 90-day high: ر.س34.00The company is up 21% from its price of ر.س28.20 on 03 December 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س42.84 per share.
お知らせ • Mar 02Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021.
分析記事 • Feb 26An Intrinsic Calculation For Yamama Saudi Cement Company (TADAWUL:3020) Suggests It's 25% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Yamama Saudi Cement...
お知らせ • Feb 10Yamama Saudi Cement Company to Report Fiscal Year 2020 Results on Feb 10, 2021Yamama Saudi Cement Company announced that they will report fiscal year 2020 results on Feb 10, 2021
分析記事 • Feb 08Here's Why I Think Yamama Saudi Cement (TADAWUL:3020) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Jan 20The Yamama Saudi Cement (TADAWUL:3020) Share Price Is Up 76% And Shareholders Are Holding OnOne simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with...
Is New 90 Day High Low • Jan 18New 90-day high: ر.س30.80The company is up 10.0% from its price of ر.س27.90 on 20 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س38.35 per share.
分析記事 • Jan 03What Do The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Dec 18New 90-day high: ر.س28.70The company is up 16% from its price of ر.س24.82 on 17 September 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س56.30 per share.
分析記事 • Dec 16Yamama Saudi Cement Company (TADAWUL:3020) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Yamama Saudi Cement (TADAWUL:3020) has had a great run on the share market with its stock up by a significant 13% over...
分析記事 • Nov 27Is There An Opportunity With Yamama Saudi Cement Company's (TADAWUL:3020) 38% Undervaluation?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company (TADAWUL:3020) by...
Is New 90 Day High Low • Nov 24New 90-day high: ر.س28.75The company is up 16% from its price of ر.س24.86 on 26 August 2020. The Saudi market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س46.03 per share.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س327.3m, up 76% from the prior year. Total revenue was ر.س905.4m over the last 12 months, up 25% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 23Third-quarter earnings released: Earnings beat expectations, revenue disappointsThird-quarter revenue missed analyst estimates by 2.0% at ر.س217.5m. Earnings per share (EPS) exceeded analyst estimates by 2.7% at ر.س0.38. Revenue is expected to shrink by 2.1% over the next year, compared to a 5.6% decline forecast for the Basic Materials industry in Saudi Arabia.
Price Target Changed • Oct 21Price target raised to ر.س25.63Up from ر.س23.30, the current price target is an average from 2 analysts. The new target price is 8.1% below the current share price of ر.س27.90. As of last close, the stock is up 31% over the past year.