Arabian Internet and Communication Services（7202）株式概要アラビアン・インターネット＆コミュニケーション・サービス社は、医療、不動産、教育、政府、石油・ガス、電気通信、銀行などの分野に情報通信技術やその他のサービスを提供している。 詳細7202 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績2/6財務の健全性5/6配当金2/6報酬株価収益率（ 15.9 x） SA市場（ 16.8 x）を下回っています。収益は年間6.53%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 アナリストらは、株価が23.3%上昇するだろうとほぼ一致している。 リスク分析高いレベルの非現金収入 3.96%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る7202 Community Fair Values Create NarrativeSee what 59 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair Valueر.سCurrent Priceر.س202.1090.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture018b2016201920222025202620282031Revenue ر.س17.7bEarnings ر.س2.1bAdvancedSet Fair ValueView all narrativesArabian Internet and Communication Services Company 競合他社ElmSymbol: SASE:7203Market cap: ر.س51.5bAl Moammar Information SystemsSymbol: SASE:7200Market cap: ر.س6.8bPerfect Presentation for Commercial ServicesSymbol: SASE:7204Market cap: ر.س2.1bEdarat Communication and Information TechnologySymbol: SASE:9557Market cap: ر.س2.1b価格と性能株価の高値、安値、推移の概要Arabian Internet and Communication Services過去の株価現在の株価ر.س202.1052週高値ر.س271.6052週安値ر.س170.10ベータ0.311ヶ月の変化-6.57%3ヶ月変化2.48%1年変化-23.04%3年間の変化-46.11%5年間の変化n/aIPOからの変化3.01%最新ニュースBuy Or Sell Opportunity • Jul 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to ر.س206. The fair value is estimated to be ر.س171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.Buy Or Sell Opportunity • Jun 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to ر.س217. The fair value is estimated to be ر.س178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.分析記事 • May 15We Think That There Are More Issues For Arabian Internet and Communication Services (TADAWUL:7202) Than Just Sluggish EarningsArabian Internet and Communication Services Company's ( TADAWUL:7202 ) recent weak earnings report didn't cause a big...Reported Earnings • May 05First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ر.س3.09 (up from ر.س3.03 in 1Q 2025). Revenue: ر.س3.00b (up 6.3% from 1Q 2025). Net income: ر.س370.0m (up 2.6% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 30Dividend of ر.س8.00 announcedShareholders will receive a dividend of ر.س8.00. Ex-date: 20th May 2026 Payment date: 1st January 1970 Dividend yield will be 3.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to ر.س206. The fair value is estimated to be ر.س171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.Buy Or Sell Opportunity • Jun 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to ر.س217. The fair value is estimated to be ر.س178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.分析記事 • May 15We Think That There Are More Issues For Arabian Internet and Communication Services (TADAWUL:7202) Than Just Sluggish EarningsArabian Internet and Communication Services Company's ( TADAWUL:7202 ) recent weak earnings report didn't cause a big...Reported Earnings • May 05First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ر.س3.09 (up from ر.س3.03 in 1Q 2025). Revenue: ر.س3.00b (up 6.3% from 1Q 2025). Net income: ر.س370.0m (up 2.6% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 30Dividend of ر.س8.00 announcedShareholders will receive a dividend of ر.س8.00. Ex-date: 20th May 2026 Payment date: 1st January 1970 Dividend yield will be 3.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi ArabiaBuy Or Sell Opportunity • Apr 01Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to ر.س197. The fair value is estimated to be ر.س163, 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. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Major Estimate Revision • Feb 26Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س14.2b to ر.س13.6b. EPS estimate also fell from ر.س14.42 per share to ر.س12.87 per share. Net income forecast to grow 2.0% next year vs 16% growth forecast for IT industry in Saudi Arabia. Consensus price target down from ر.س289 to ر.س262. Share price fell 11% to ر.س178 over the past week.Price Target Changed • Feb 25Price target decreased by 9.4% to ر.س262Down from ر.س289, the current price target is an average from 13 analysts. New target price is 41% above last closing price of ر.س185. Stock is down 43% over the past year. The company is forecast to post earnings per share of ر.س12.87 for next year compared to ر.س12.52 last year.Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ر.س12.52 (down from ر.س13.42 in FY 2024). Revenue: ر.س12.7b (up 5.5% from FY 2024). Net income: ر.س1.50b (down 5.9% from FY 2024). Profit margin: 12% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 10.0%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 20Price target decreased by 7.0% to ر.س278Down from ر.س300, the current price target is an average from 13 analysts. New target price is 40% above last closing price of ر.س199. Stock is down 39% over the past year. The company is forecast to post earnings per share of ر.س13.91 for next year compared to ر.س13.42 last year.分析記事 • Dec 18With Arabian Internet and Communication Services Company (TADAWUL:7202) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think Arabian Internet and Communication Services Company's ( TADAWUL:7202...Buy Or Sell Opportunity • Dec 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.0% to ر.س234. The fair value is estimated to be ر.س192, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.分析記事 • Nov 13Arabian Internet and Communication Services' (TADAWUL:7202) Shareholders May Want To Dig Deeper Than Statutory ProfitArabian Internet and Communication Services Company's ( TADAWUL:7202 ) healthy profit numbers didn't contain any...分析記事 • Nov 08Analyst Estimates: Here's What Brokers Think Of Arabian Internet and Communication Services Company (TADAWUL:7202) After Its Third-Quarter ReportArabian Internet and Communication Services Company ( TADAWUL:7202 ) shareholders are probably feeling a little...Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ر.س3.50 (down from ر.س3.90 in 3Q 2024). Revenue: ر.س3.10b (up 13% from 3Q 2024). Net income: ر.س416.8m (down 10% from 3Q 2024). Profit margin: 14% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 4.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Sep 09Arabian Internet and Communication Services Company's (TADAWUL:7202) Shares Not Telling The Full StoryWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ر.س3.75 (down from ر.س3.81 in 2Q 2024). Revenue: ر.س2.90b (up 4.7% from 2Q 2024). Net income: ر.س446.3m (down 1.4% from 2Q 2024). Profit margin: 15% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 17Arabian Internet and Communication Services (TADAWUL:7202) Might Become A Compounding MachineFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • May 08Arabian Internet and Communication Services Company Approves Dividend for the Year 2024, Payable on May 27, 2025Arabian Internet and Communication Services Company announced at the ordinary general assembly meeting held on May 6, 2025, approved to distribute cash dividends with a total amount of SAR 1,190,408,520 to the shareholders for the year 2024 at SAR 10 per share equivalent to 100% of the share par value, where the eligibility will be to the shareholders owning shares on the General Assembly Meeting date, and are registered in the Company’s share registry at the Depository Center (Edaa) at the end of the second trading day following the due date. The date of the dividends’ distribution will be on 27-5-2025.Reported Earnings • Apr 30First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ر.س3.03 (up from ر.س2.97 in 1Q 2024). Revenue: ر.س2.82b (flat on 1Q 2024). Net income: ر.س360.7m (up 2.1% from 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Arabian Internet and Communication Services Company to Report Q1, 2025 Results on Apr 27, 2025Arabian Internet and Communication Services Company announced that they will report Q1, 2025 results at 1:00 PM, Coordinated Universal Time on Apr 27, 2025お知らせ • Apr 15+ 1 more updateArabian Internet and Communication Services Company, Annual General Meeting, May 06, 2025Arabian Internet and Communication Services Company, Annual General Meeting, May 06, 2025, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaNew Risk • Feb 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 20Full year 2024 earnings released: EPS: ر.س13.42 (vs ر.س10.02 in FY 2023)Full year 2024 results: EPS: ر.س13.42 (up from ر.س10.02 in FY 2023). Revenue: ر.س12.1b (up 9.3% from FY 2023). Net income: ر.س1.60b (up 34% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.Buy Or Sell Opportunity • Jan 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to ر.س274. The fair value is estimated to be ر.س228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ر.س3.89 (up from ر.س3.25 in 3Q 2023). Revenue: ر.س2.75b (down 1.5% from 3Q 2023). Net income: ر.س463.5m (up 20% from 3Q 2023). Profit margin: 17% (up from 14% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to ر.س302. The fair value is estimated to be ر.س248, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: ر.س3.81 (vs ر.س2.86 in 2Q 2023)Second quarter 2024 results: EPS: ر.س3.81 (up from ر.س2.86 in 2Q 2023). Revenue: ر.س2.77b (up 2.6% from 2Q 2023). Net income: ر.س452.8m (up 33% from 2Q 2023). Profit margin: 16% (up from 13% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Asia.Buy Or Sell Opportunity • Jun 10Now 22% overvaluedOver the last 90 days, the stock has fallen 21% to ر.س301. The fair value is estimated to be ر.س247, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • May 03Arabian Internet and Communication Services Company, Annual General Meeting, May 29, 2024Arabian Internet and Communication Services Company, Annual General Meeting, May 29, 2024, at 15:30 Coordinated Universal Time. Location: solutions headquarters Olaya Street Riyadh Saudi Arabia Agenda: To View and discuss the report of the Board of Directors for the fiscal year ending on 31-12-2023 and discuss it; to vote on auditor's report; to View and discuss the financial statements for the fiscal year ending on 31-12-2023; to vote on discharging the liability of the Board of Directors members for the fiscal year ending on 31-12-2023; to vote on appointing the External Auditors for the Company from among the candidates based on the Audit Committee's recommendation; and to consider any other matters.Reported Earnings • Feb 29Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ر.س10.02 (up from ر.س8.86 in FY 2022). Revenue: ر.س11.0b (up 25% from FY 2022). Net income: ر.س1.19b (up 13% from FY 2022). Profit margin: 11% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 10.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia.お知らせ • Feb 16Arabian Internet and Communication Services Company Recommends Distribute Cash Dividends to Shareholders for the Year 2023Arabian Internet and Communication Services Company recommends dividend of SAR 6.0 per share for the year 2023.お知らせ • Feb 06Arabian Internet and Communication Services Company (SASE:7202) completed the acquisition of Devoteam Middle East Fz-Llc from ORTLL Investment Limited and Devoteam SA.Arabian Internet and Communication Services Company (SASE:7202) signed of a binding offer to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd on June 17, 2023. The consideration will be paid in cash. The 100% Enterprise Value amounts to AED 726.3 million, on cash free and debt free basis. The binding offer is exclusive for a period of 12 weeks following its signing date. Saudi Fransi Capital as a financial advisor to Arabian Internet and Communication. Devoteam will retain control of the subsidiary, ensuring continuity of the management team under the leadership of Osama Ghoul. Arabian Internet and Communication will finance the deal from its own resources. The deal is subject to final documentation obtaining regulatory approvals from relevant authorities in Saudi Arabia, including the approval from the General Authority for Competition and any other customary completion conditions and is expected to be completed within the next three months. Arabian Internet and Communication Services Company (SASE:7202) sale and purchase agreement to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd on October 15, 2023. Arabian Internet and Communication Services Company (SASE:7202) completed the acquisition of Devoteam Middle East Fz-Llc from ORTLL Investment Limited and Devoteam SA on February 4, 2024. As of February 4, 2024, necessary regulatory approvals were obtained.Reported Earnings • Nov 06Third quarter 2023 earnings released: EPS: ر.س3.25 (vs ر.س2.52 in 3Q 2022)Third quarter 2023 results: EPS: ر.س3.25 (up from ر.س2.52 in 3Q 2022). Revenue: ر.س2.79b (up 37% from 3Q 2022). Net income: ر.س386.6m (up 29% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Asia.Major Estimate Revision • Aug 17Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ر.س9.17 to ر.س10.15. Revenue forecast unchanged at ر.س10.9b. Net income forecast to grow 14% next year vs 22% growth forecast for IT industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س322. Share price rose 4.1% to ر.س334 over the past week.Major Estimate Revision • Aug 10Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س10.9b to ر.س10.8b. EPS estimate also fell from ر.س10.51 per share to ر.س9.17 per share. Net income forecast to grow 12% next year vs 24% growth forecast for IT industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س321. Share price fell 3.8% to ر.س327 over the past week.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: ر.س2.86 (vs ر.س2.30 in 2Q 2022)Second quarter 2023 results: EPS: ر.س2.86 (up from ر.س2.30 in 2Q 2022). Revenue: ر.س2.70b (up 20% from 2Q 2022). Net income: ر.س339.7m (up 24% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia.New Risk • Aug 02New 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 5.4% 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.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س375, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the IT industry in Asia. Total returns to shareholders of 80% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س208 per share.New Risk • Jul 05New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Jun 20Arabian Internet and Communication Services Company (SASE:7202) signed of a binding offer to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd.Arabian Internet and Communication Services Company (SASE:7202) signed of a binding offer to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd on June 17, 2023. The consideration will be paid in cash. The 100% Enterprise Value amounts to AED 726.3 million, on cash free and debt free basis. The binding offer is exclusive for a period of 12 weeks following its signing date. Saudi Fransi Capital as a financial advisor to Arabian Internet and Communication. Devoteam will retain control of the subsidiary, ensuring continuity of the management team under the leadership of Osama Ghoul. Arabian Internet and Communication will finance the deal from its own resources. The deal is subject to final documentation obtaining regulatory approvals from relevant authorities in Saudi Arabia, including the approval from the General Authority for Competition and any other customary completion conditions and is expected to be completed within the next three months.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ر.س346, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the IT industry in Asia. Total returns to shareholders of 57% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س186 per share.Reported Earnings • May 16First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ر.س2.55 (up from ر.س2.38 in 1Q 2022). Revenue: ر.س2.68b (up 11% from 1Q 2022). Net income: ر.س303.8m (up 7.4% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Asia.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س287, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س188 per share.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Major Estimate Revision • Nov 08Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ر.س9.01b to ر.س9.38b. EPS estimate increased from ر.س8.48 to ر.س9.35 per share. Net income forecast to grow 16% next year vs 20% growth forecast for IT industry in Saudi Arabia. Consensus price target up from ر.س261 to ر.س267. Share price was steady at ر.س248 over the past week.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: ر.س2.52 (vs ر.س2.14 in 3Q 2021)Third quarter 2022 results: EPS: ر.س2.52 (up from ر.س2.14 in 3Q 2021). Revenue: ر.س2.23b (up 14% from 3Q 2021). Net income: ر.س299.9m (up 17% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Asia.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: ر.س2.30 (vs ر.س2.13 in 2Q 2021)Second quarter 2022 results: EPS: ر.س2.30 (up from ر.س2.13 in 2Q 2021). Revenue: ر.س2.26b (up 17% from 2Q 2021). Net income: ر.س273.1m (up 6.6% from 2Q 2021). Profit margin: 12% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.7%, compared to a 15% growth forecast for the industry in Saudi Arabia.お知らせ • May 31Arabian Internet and Communications Services Co. Ltd. Approves Cash Dividend for the Year 2021, Payable on June 15, 2022Arabian Internet and Communications Services Co. Ltd. announced that at its Extraordinary General Assembly meeting held on May 29, 2022 approved the Board of Directors’ recommendation to distribute cash dividends to the Shareholders for the year 2021 with a total amount of SAR 475.2 Million at SAR 4 per share, which represents 40% of the nominal value of the shares, where the eligibility will be to the Shareholders owning shares on the General Assembly Meeting date, and are registered in the Company’s share registry at the Depository Center (Edaa) at the end of the second trading day following the due date. The date of the dividends’ distribution will be on June 15, 2022.お知らせ • Apr 28Arabian Internet and Communications Services Co. Ltd. Proposes Cash Dividends to the Shareholders for the Year 2021Arabian Internet and Communications Services Co. Ltd. at its Extraordinary General Assembly's meeting to be held on May 29, 2022 proposed recommendation to distribute cash dividends to the Shareholders for the year 2021 with a total amount of SAR 475.2 Million at SAR 4 per share, which represents 40% of the nominal value of the shares, where the eligibility will be to the Shareholders owning shares on the General Assembly Meeting date, and are registered in the Company’s share registry at the Depository Center (Edaa) at the end of the second trading day following the due date. The date of the dividends’ distribution will be announced later.Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ر.س2.38 (up from ر.س1.92 in 1Q 2021). Revenue: ر.س2.42b (up 27% from 1Q 2021). Net income: ر.س282.9m (up 23% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 5.7%, compared to a 15% growth forecast for the industry in Saudi Arabia.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Feb 22Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ر.س7.01 (up from ر.س5.85 in FY 2020). Revenue: ر.س7.82b (up 13% from FY 2020). Net income: ر.س832.9m (up 19% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Saudi Arabia.お知らせ • Feb 16Arabian Internet and Communications Services Co. Ltd. Recommends Cash Dividends for the Year 2021Arabian Internet and Communications Services Co. Ltd. announces the BOD’s recommendation for the distribution of cash dividends for the year 2021. Dividend per share is SAR 4.0. The distribution will be through direct bank transfer to shareholders bank accounts linked to their portfolios. The company urges its shareholders to update their data and to make sure to link their bank accounts numbers to their investment portfolios to ensure the receipt of their cash dividends.株主還元7202SA ITSA 市場7D-0.3%-1.6%1.7%1Y-23.0%-24.1%3.1%株主還元を見る業界別リターン: 7202過去 1 年間で-24.1 % の収益を上げたSA IT業界を上回りました。リターン対市場: 7202は、過去 1 年間で3.1 % のリターンを上げたSA市場を下回りました。価格変動Is 7202's price volatile compared to industry and market?7202 volatility7202 Average Weekly Movement4.3%IT Industry Average Movement5.4%Market Average Movement4.2%10% most volatile stocks in SA Market7.3%10% least volatile stocks in SA Market2.2%安定した株価: 7202 、 SA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7202の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2003n/aOmer Alnomanysolutions.com.saアラビアン・インターネット＆コミュニケーション・サービス社は、医療、不動産、教育、政府、石油・ガス、電気通信、銀行などの分野に情報通信技術やその他のサービスを提供している。コンピュータネットワーク、配線、通信の拡張、設置、管理、監視、道路の修理、保守、供給、設置、修理、保守、環境監視、制御操作、システム統合、接続、ビジネスアウトソーシング、サイバーセキュリティ統合、IoTデジタル、マネージド、クラウド、上級管理顧問、エンジニアリングコンサルティングサービスの提供を手掛ける。また、製造、組立、操作、保守、電気機械、電子工事、工学・科学システム、コンピューターシステムおよび付属品、ゼロックスおよびグラフィック機械、自動制御装置、有線・無線通信装置、スペアパーツの設計、コンピューターソフトウェア、電子ハードウェアおよび装置、消耗品および付属品の販売も行っている；また、セキュリティ、警報、自動消火、遮断機システム、通信機器、光地線グリッド、送電線、変電所、発電機、補助プラントの設計、供給、設置、保守、教育研究所の供給、設置、保守も行っている。また、エンジン、システム、固定式・携帯式データ記憶装置の修理・保守、セキュリティ装置の設置・保守、環境指標に関する助言・試験・測定、航空研究所の運営、環境モニタリング・制御システムの卸売、プロジェクトの実施、送電網・駅・ポンプ場の設計・供給・設置・運営・保守も行っている。同社は2003年に設立され、サウジアラビアのリヤドを拠点としている。アラビアン・インターネット＆コミュニケーション・サービス社はサウジ・テレコム社の子会社。もっと見るArabian Internet and Communication Services Company 基礎のまとめArabian Internet and Communication Services の収益と売上を時価総額と比較するとどうか。7202 基礎統計学時価総額ر.س24.02b収益（TTM）ر.س1.51b売上高(TTM)ر.س12.91b15.9xPER（株価収益率1.9xP/Sレシオ7202 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7202 損益計算書（TTM）収益ر.س12.91b売上原価ر.س10.26b売上総利益ر.س2.65bその他の費用ر.س1.13b収益ر.س1.51b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）12.70グロス・マージン20.51%純利益率11.72%有利子負債／自己資本比率16.7%7202 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.0%現在の配当利回り63%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 00:27終値2026/07/09 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 Internet and Communication Services Company 12 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。18 アナリスト機関Umer AbdullahAljazira Capital Companynull nullAl Rajhi CapitalZiad ItaniArqaam Capital Research Offshore S.A.L.15 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to ر.س206. The fair value is estimated to be ر.س171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
Buy Or Sell Opportunity • Jun 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to ر.س217. The fair value is estimated to be ر.س178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
分析記事 • May 15We Think That There Are More Issues For Arabian Internet and Communication Services (TADAWUL:7202) Than Just Sluggish EarningsArabian Internet and Communication Services Company's ( TADAWUL:7202 ) recent weak earnings report didn't cause a big...
Reported Earnings • May 05First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ر.س3.09 (up from ر.س3.03 in 1Q 2025). Revenue: ر.س3.00b (up 6.3% from 1Q 2025). Net income: ر.س370.0m (up 2.6% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 30Dividend of ر.س8.00 announcedShareholders will receive a dividend of ر.س8.00. Ex-date: 20th May 2026 Payment date: 1st January 1970 Dividend yield will be 3.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia
Buy Or Sell Opportunity • Jul 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to ر.س206. The fair value is estimated to be ر.س171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
Buy Or Sell Opportunity • Jun 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to ر.س217. The fair value is estimated to be ر.س178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
分析記事 • May 15We Think That There Are More Issues For Arabian Internet and Communication Services (TADAWUL:7202) Than Just Sluggish EarningsArabian Internet and Communication Services Company's ( TADAWUL:7202 ) recent weak earnings report didn't cause a big...
Reported Earnings • May 05First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ر.س3.09 (up from ر.س3.03 in 1Q 2025). Revenue: ر.س3.00b (up 6.3% from 1Q 2025). Net income: ر.س370.0m (up 2.6% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 30Dividend of ر.س8.00 announcedShareholders will receive a dividend of ر.س8.00. Ex-date: 20th May 2026 Payment date: 1st January 1970 Dividend yield will be 3.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026Arabian Internet and Communication Services Company, Annual General Meeting, May 19, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia
Buy Or Sell Opportunity • Apr 01Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to ر.س197. The fair value is estimated to be ر.س163, 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. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Major Estimate Revision • Feb 26Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س14.2b to ر.س13.6b. EPS estimate also fell from ر.س14.42 per share to ر.س12.87 per share. Net income forecast to grow 2.0% next year vs 16% growth forecast for IT industry in Saudi Arabia. Consensus price target down from ر.س289 to ر.س262. Share price fell 11% to ر.س178 over the past week.
Price Target Changed • Feb 25Price target decreased by 9.4% to ر.س262Down from ر.س289, the current price target is an average from 13 analysts. New target price is 41% above last closing price of ر.س185. Stock is down 43% over the past year. The company is forecast to post earnings per share of ر.س12.87 for next year compared to ر.س12.52 last year.
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ر.س12.52 (down from ر.س13.42 in FY 2024). Revenue: ر.س12.7b (up 5.5% from FY 2024). Net income: ر.س1.50b (down 5.9% from FY 2024). Profit margin: 12% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 10.0%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 20Price target decreased by 7.0% to ر.س278Down from ر.س300, the current price target is an average from 13 analysts. New target price is 40% above last closing price of ر.س199. Stock is down 39% over the past year. The company is forecast to post earnings per share of ر.س13.91 for next year compared to ر.س13.42 last year.
分析記事 • Dec 18With Arabian Internet and Communication Services Company (TADAWUL:7202) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think Arabian Internet and Communication Services Company's ( TADAWUL:7202...
Buy Or Sell Opportunity • Dec 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.0% to ر.س234. The fair value is estimated to be ر.س192, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
分析記事 • Nov 13Arabian Internet and Communication Services' (TADAWUL:7202) Shareholders May Want To Dig Deeper Than Statutory ProfitArabian Internet and Communication Services Company's ( TADAWUL:7202 ) healthy profit numbers didn't contain any...
分析記事 • Nov 08Analyst Estimates: Here's What Brokers Think Of Arabian Internet and Communication Services Company (TADAWUL:7202) After Its Third-Quarter ReportArabian Internet and Communication Services Company ( TADAWUL:7202 ) shareholders are probably feeling a little...
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ر.س3.50 (down from ر.س3.90 in 3Q 2024). Revenue: ر.س3.10b (up 13% from 3Q 2024). Net income: ر.س416.8m (down 10% from 3Q 2024). Profit margin: 14% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 4.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Sep 09Arabian Internet and Communication Services Company's (TADAWUL:7202) Shares Not Telling The Full StoryWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ر.س3.75 (down from ر.س3.81 in 2Q 2024). Revenue: ر.س2.90b (up 4.7% from 2Q 2024). Net income: ر.س446.3m (down 1.4% from 2Q 2024). Profit margin: 15% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 17Arabian Internet and Communication Services (TADAWUL:7202) Might Become A Compounding MachineFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • May 08Arabian Internet and Communication Services Company Approves Dividend for the Year 2024, Payable on May 27, 2025Arabian Internet and Communication Services Company announced at the ordinary general assembly meeting held on May 6, 2025, approved to distribute cash dividends with a total amount of SAR 1,190,408,520 to the shareholders for the year 2024 at SAR 10 per share equivalent to 100% of the share par value, where the eligibility will be to the shareholders owning shares on the General Assembly Meeting date, and are registered in the Company’s share registry at the Depository Center (Edaa) at the end of the second trading day following the due date. The date of the dividends’ distribution will be on 27-5-2025.
Reported Earnings • Apr 30First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ر.س3.03 (up from ر.س2.97 in 1Q 2024). Revenue: ر.س2.82b (flat on 1Q 2024). Net income: ر.س360.7m (up 2.1% from 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Arabian Internet and Communication Services Company to Report Q1, 2025 Results on Apr 27, 2025Arabian Internet and Communication Services Company announced that they will report Q1, 2025 results at 1:00 PM, Coordinated Universal Time on Apr 27, 2025
お知らせ • Apr 15+ 1 more updateArabian Internet and Communication Services Company, Annual General Meeting, May 06, 2025Arabian Internet and Communication Services Company, Annual General Meeting, May 06, 2025, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
New Risk • Feb 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 20Full year 2024 earnings released: EPS: ر.س13.42 (vs ر.س10.02 in FY 2023)Full year 2024 results: EPS: ر.س13.42 (up from ر.س10.02 in FY 2023). Revenue: ر.س12.1b (up 9.3% from FY 2023). Net income: ر.س1.60b (up 34% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.
Buy Or Sell Opportunity • Jan 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to ر.س274. The fair value is estimated to be ر.س228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ر.س3.89 (up from ر.س3.25 in 3Q 2023). Revenue: ر.س2.75b (down 1.5% from 3Q 2023). Net income: ر.س463.5m (up 20% from 3Q 2023). Profit margin: 17% (up from 14% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to ر.س302. The fair value is estimated to be ر.س248, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: ر.س3.81 (vs ر.س2.86 in 2Q 2023)Second quarter 2024 results: EPS: ر.س3.81 (up from ر.س2.86 in 2Q 2023). Revenue: ر.س2.77b (up 2.6% from 2Q 2023). Net income: ر.س452.8m (up 33% from 2Q 2023). Profit margin: 16% (up from 13% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Asia.
Buy Or Sell Opportunity • Jun 10Now 22% overvaluedOver the last 90 days, the stock has fallen 21% to ر.س301. The fair value is estimated to be ر.س247, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • May 03Arabian Internet and Communication Services Company, Annual General Meeting, May 29, 2024Arabian Internet and Communication Services Company, Annual General Meeting, May 29, 2024, at 15:30 Coordinated Universal Time. Location: solutions headquarters Olaya Street Riyadh Saudi Arabia Agenda: To View and discuss the report of the Board of Directors for the fiscal year ending on 31-12-2023 and discuss it; to vote on auditor's report; to View and discuss the financial statements for the fiscal year ending on 31-12-2023; to vote on discharging the liability of the Board of Directors members for the fiscal year ending on 31-12-2023; to vote on appointing the External Auditors for the Company from among the candidates based on the Audit Committee's recommendation; and to consider any other matters.
Reported Earnings • Feb 29Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ر.س10.02 (up from ر.س8.86 in FY 2022). Revenue: ر.س11.0b (up 25% from FY 2022). Net income: ر.س1.19b (up 13% from FY 2022). Profit margin: 11% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 10.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia.
お知らせ • Feb 16Arabian Internet and Communication Services Company Recommends Distribute Cash Dividends to Shareholders for the Year 2023Arabian Internet and Communication Services Company recommends dividend of SAR 6.0 per share for the year 2023.
お知らせ • Feb 06Arabian Internet and Communication Services Company (SASE:7202) completed the acquisition of Devoteam Middle East Fz-Llc from ORTLL Investment Limited and Devoteam SA.Arabian Internet and Communication Services Company (SASE:7202) signed of a binding offer to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd on June 17, 2023. The consideration will be paid in cash. The 100% Enterprise Value amounts to AED 726.3 million, on cash free and debt free basis. The binding offer is exclusive for a period of 12 weeks following its signing date. Saudi Fransi Capital as a financial advisor to Arabian Internet and Communication. Devoteam will retain control of the subsidiary, ensuring continuity of the management team under the leadership of Osama Ghoul. Arabian Internet and Communication will finance the deal from its own resources. The deal is subject to final documentation obtaining regulatory approvals from relevant authorities in Saudi Arabia, including the approval from the General Authority for Competition and any other customary completion conditions and is expected to be completed within the next three months. Arabian Internet and Communication Services Company (SASE:7202) sale and purchase agreement to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd on October 15, 2023. Arabian Internet and Communication Services Company (SASE:7202) completed the acquisition of Devoteam Middle East Fz-Llc from ORTLL Investment Limited and Devoteam SA on February 4, 2024. As of February 4, 2024, necessary regulatory approvals were obtained.
Reported Earnings • Nov 06Third quarter 2023 earnings released: EPS: ر.س3.25 (vs ر.س2.52 in 3Q 2022)Third quarter 2023 results: EPS: ر.س3.25 (up from ر.س2.52 in 3Q 2022). Revenue: ر.س2.79b (up 37% from 3Q 2022). Net income: ر.س386.6m (up 29% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Asia.
Major Estimate Revision • Aug 17Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ر.س9.17 to ر.س10.15. Revenue forecast unchanged at ر.س10.9b. Net income forecast to grow 14% next year vs 22% growth forecast for IT industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س322. Share price rose 4.1% to ر.س334 over the past week.
Major Estimate Revision • Aug 10Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س10.9b to ر.س10.8b. EPS estimate also fell from ر.س10.51 per share to ر.س9.17 per share. Net income forecast to grow 12% next year vs 24% growth forecast for IT industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س321. Share price fell 3.8% to ر.س327 over the past week.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: ر.س2.86 (vs ر.س2.30 in 2Q 2022)Second quarter 2023 results: EPS: ر.س2.86 (up from ر.س2.30 in 2Q 2022). Revenue: ر.س2.70b (up 20% from 2Q 2022). Net income: ر.س339.7m (up 24% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia.
New Risk • Aug 02New 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 5.4% 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.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س375, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the IT industry in Asia. Total returns to shareholders of 80% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س208 per share.
New Risk • Jul 05New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Jun 20Arabian Internet and Communication Services Company (SASE:7202) signed of a binding offer to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd.Arabian Internet and Communication Services Company (SASE:7202) signed of a binding offer to acquire 40% stake in Devoteam Middle East Fz-Llc from Devoteam SA and ORTLL Investment Ltd on June 17, 2023. The consideration will be paid in cash. The 100% Enterprise Value amounts to AED 726.3 million, on cash free and debt free basis. The binding offer is exclusive for a period of 12 weeks following its signing date. Saudi Fransi Capital as a financial advisor to Arabian Internet and Communication. Devoteam will retain control of the subsidiary, ensuring continuity of the management team under the leadership of Osama Ghoul. Arabian Internet and Communication will finance the deal from its own resources. The deal is subject to final documentation obtaining regulatory approvals from relevant authorities in Saudi Arabia, including the approval from the General Authority for Competition and any other customary completion conditions and is expected to be completed within the next three months.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ر.س346, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the IT industry in Asia. Total returns to shareholders of 57% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س186 per share.
Reported Earnings • May 16First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ر.س2.55 (up from ر.س2.38 in 1Q 2022). Revenue: ر.س2.68b (up 11% from 1Q 2022). Net income: ر.س303.8m (up 7.4% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Asia.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س287, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ر.س188 per share.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Major Estimate Revision • Nov 08Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ر.س9.01b to ر.س9.38b. EPS estimate increased from ر.س8.48 to ر.س9.35 per share. Net income forecast to grow 16% next year vs 20% growth forecast for IT industry in Saudi Arabia. Consensus price target up from ر.س261 to ر.س267. Share price was steady at ر.س248 over the past week.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: ر.س2.52 (vs ر.س2.14 in 3Q 2021)Third quarter 2022 results: EPS: ر.س2.52 (up from ر.س2.14 in 3Q 2021). Revenue: ر.س2.23b (up 14% from 3Q 2021). Net income: ر.س299.9m (up 17% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Asia.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: ر.س2.30 (vs ر.س2.13 in 2Q 2021)Second quarter 2022 results: EPS: ر.س2.30 (up from ر.س2.13 in 2Q 2021). Revenue: ر.س2.26b (up 17% from 2Q 2021). Net income: ر.س273.1m (up 6.6% from 2Q 2021). Profit margin: 12% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.7%, compared to a 15% growth forecast for the industry in Saudi Arabia.
お知らせ • May 31Arabian Internet and Communications Services Co. Ltd. Approves Cash Dividend for the Year 2021, Payable on June 15, 2022Arabian Internet and Communications Services Co. Ltd. announced that at its Extraordinary General Assembly meeting held on May 29, 2022 approved the Board of Directors’ recommendation to distribute cash dividends to the Shareholders for the year 2021 with a total amount of SAR 475.2 Million at SAR 4 per share, which represents 40% of the nominal value of the shares, where the eligibility will be to the Shareholders owning shares on the General Assembly Meeting date, and are registered in the Company’s share registry at the Depository Center (Edaa) at the end of the second trading day following the due date. The date of the dividends’ distribution will be on June 15, 2022.
お知らせ • Apr 28Arabian Internet and Communications Services Co. Ltd. Proposes Cash Dividends to the Shareholders for the Year 2021Arabian Internet and Communications Services Co. Ltd. at its Extraordinary General Assembly's meeting to be held on May 29, 2022 proposed recommendation to distribute cash dividends to the Shareholders for the year 2021 with a total amount of SAR 475.2 Million at SAR 4 per share, which represents 40% of the nominal value of the shares, where the eligibility will be to the Shareholders owning shares on the General Assembly Meeting date, and are registered in the Company’s share registry at the Depository Center (Edaa) at the end of the second trading day following the due date. The date of the dividends’ distribution will be announced later.
Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ر.س2.38 (up from ر.س1.92 in 1Q 2021). Revenue: ر.س2.42b (up 27% from 1Q 2021). Net income: ر.س282.9m (up 23% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 5.7%, compared to a 15% growth forecast for the industry in Saudi Arabia.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 22Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ر.س7.01 (up from ر.س5.85 in FY 2020). Revenue: ر.س7.82b (up 13% from FY 2020). Net income: ر.س832.9m (up 19% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Saudi Arabia.
お知らせ • Feb 16Arabian Internet and Communications Services Co. Ltd. Recommends Cash Dividends for the Year 2021Arabian Internet and Communications Services Co. Ltd. announces the BOD’s recommendation for the distribution of cash dividends for the year 2021. Dividend per share is SAR 4.0. The distribution will be through direct bank transfer to shareholders bank accounts linked to their portfolios. The company urges its shareholders to update their data and to make sure to link their bank accounts numbers to their investment portfolios to ensure the receipt of their cash dividends.
