Thob Al Aseel (4012) 주식 개요토브 알 아셀 컴퍼니는 직물과 기성복을 개발, 수입, 수출, 도매 및 소매하는 회사입니다. 자세히 보기4012 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적2/6재무 건전성6/6배당3/6강점주가수익률(14.3x)이 SA 시장(17.4x)보다 낮습니다.위험 분석불안정한 배당 실적모든 위험 점검 보기4012 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Valueر.سCurrent Priceر.س3.69149.3% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0573m2016201920222025202620282031Revenue ر.س572.5mEarnings ر.س106.7mAdvancedSet Fair ValueView all narrativesThob Al Aseel Company 경쟁사Artex Industrial InvestmentSymbol: SASE:2340Market cap: ر.س823.1mHANDSOMESymbol: KOSE:A020000Market cap: ₩534.8bTSI HoldingsLtdSymbol: TSE:3608Market cap: JP¥68.9bLFSymbol: KOSE:A093050Market cap: ₩636.0b가격 이력 및 성과Thob Al Aseel 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가ر.س3.6952주 최고가ر.س4.2452주 최저가ر.س3.18베타0.361개월 변동-2.89%3개월 변동-1.60%1년 변동-10.65%3년 변동-20.99%5년 변동-36.60%IPO 이후 변동44.71%최근 뉴스 및 업데이트공시 • May 08Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia분석 기사 • May 06Thob Al Aseel's (TADAWUL:4012) Conservative Accounting Might Explain Soft EarningsThe market for Thob Al Aseel Company's ( TADAWUL:4012 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • May 01First quarter 2026 earnings released: EPS: ر.س0.17 (vs ر.س0.16 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.17 (up from ر.س0.16 in 1Q 2025). Revenue: ر.س252.8m (up 12% from 1Q 2025). Net income: ر.س66.4m (up 5.4% from 1Q 2025). Profit margin: 26% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 06Full year 2025 earnings released: EPS: ر.س0.25 (vs ر.س0.21 in FY 2024)Full year 2025 results: EPS: ر.س0.25 (up from ر.س0.21 in FY 2024). Revenue: ر.س528.2m (up 1.1% from FY 2024). Net income: ر.س100.1m (up 19% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 20Dividend of ر.س0.10 announcedDividend of ر.س0.10 is the same as last year. Ex-date: 24th February 2026 Payment date: 15th March 2026 Dividend yield will be 5.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س3.83, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Luxury industry in Asia. Total returns to shareholders of 12% over the past three years.더 많은 업데이트 보기Recent updates공시 • May 08Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia분석 기사 • May 06Thob Al Aseel's (TADAWUL:4012) Conservative Accounting Might Explain Soft EarningsThe market for Thob Al Aseel Company's ( TADAWUL:4012 ) shares didn't move much after it posted weak earnings recently...Reported Earnings • May 01First quarter 2026 earnings released: EPS: ر.س0.17 (vs ر.س0.16 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.17 (up from ر.س0.16 in 1Q 2025). Revenue: ر.س252.8m (up 12% from 1Q 2025). Net income: ر.س66.4m (up 5.4% from 1Q 2025). Profit margin: 26% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 06Full year 2025 earnings released: EPS: ر.س0.25 (vs ر.س0.21 in FY 2024)Full year 2025 results: EPS: ر.س0.25 (up from ر.س0.21 in FY 2024). Revenue: ر.س528.2m (up 1.1% from FY 2024). Net income: ر.س100.1m (up 19% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 20Dividend of ر.س0.10 announcedDividend of ر.س0.10 is the same as last year. Ex-date: 24th February 2026 Payment date: 15th March 2026 Dividend yield will be 5.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س3.83, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Luxury industry in Asia. Total returns to shareholders of 12% over the past three years.분석 기사 • Nov 03Thob Al Aseel's (TADAWUL:4012) Earnings Seem To Be PromisingThob Al Aseel Company's ( TADAWUL:4012 ) solid earnings announcement recently didn't do much to the stock price. We did...Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: ر.س0.01 (vs ر.س0.014 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.01. Revenue: ر.س81.0m (up 3.1% from 3Q 2024). Net income: ر.س5.99m (up 7.2% from 3Q 2024). Profit margin: 7.4% (up from 7.1% in 3Q 2024). The increase in margin was driven by higher revenue.Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: ر.س0.02 (vs ر.س0.067 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.02 (down from ر.س0.067 in 2Q 2024). Revenue: ر.س87.4m (down 25% from 2Q 2024). Net income: ر.س9.23m (down 65% from 2Q 2024). Profit margin: 11% (down from 23% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Jul 24Dividend increased to ر.س0.10Dividend of ر.س0.10 is 11% higher than last year. Ex-date: 28th July 2025 Payment date: 1st January 1970 Dividend yield will be 5.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 28Thob Al Aseel Company, Annual General Meeting, Jun 18, 2025Thob Al Aseel Company, Annual General Meeting, Jun 18, 2025, at 19:15 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 16First quarter 2025 earnings released: EPS: ر.س0.16 (vs ر.س0.10 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.16 (up from ر.س0.10 in 1Q 2024). Revenue: ر.س225.5m (up 6.8% from 1Q 2024). Net income: ر.س63.0m (up 57% from 1Q 2024). Profit margin: 28% (up from 19% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Mar 16Thob Al Aseel's (TADAWUL:4012) Earnings Seem To Be PromisingThob Al Aseel Company's ( TADAWUL:4012 ) recent earnings report didn't offer any surprises, with the shares unchanged...Reported Earnings • Mar 13Full year 2024 earnings released: EPS: ر.س0.21 (vs ر.س0.19 in FY 2023)Full year 2024 results: EPS: ر.س0.21 (up from ر.س0.19 in FY 2023). Revenue: ر.س522.5m (down 1.8% from FY 2023). Net income: ر.س83.9m (up 9.1% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to ر.س3.94. The fair value is estimated to be ر.س4.94, 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 grown by 16%.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: ر.س0.01 (vs ر.س0.013 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.01. Revenue: ر.س78.6m (up 7.4% from 3Q 2023). Net income: ر.س5.59m (up 8.4% from 3Q 2023). Profit margin: 7.1% (in line with 3Q 2023).Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: ر.س0.067 (vs ر.س0.081 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.067 (down from ر.س0.081 in 2Q 2023). Revenue: ر.س116.4m (down 29% from 2Q 2023). Net income: ر.س26.7m (down 18% from 2Q 2023). Profit margin: 23% (up from 20% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 28Dividend of ر.س0.09 announcedShareholders will receive a dividend of ر.س0.09. Ex-date: 4th August 2024 Payment date: 1st January 1970 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Jun 05Thob Al Aseel Company, Annual General Meeting, Jun 27, 2024Thob Al Aseel Company, Annual General Meeting, Jun 27, 2024, at 20:15 Arab Standard Time. Location: riyadh Saudi Arabia분석 기사 • May 31Thob Al Aseel (TADAWUL:4012) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • May 11First quarter 2024 earnings released: EPS: ر.س0.01 (vs ر.س0.069 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.01. Revenue: ر.س211.2m (up 11% from 1Q 2023). Net income: ر.س40.1m (up 44% from 1Q 2023). Profit margin: 19% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue.분석 기사 • Apr 24Thob Al Aseel Company's (TADAWUL:4012) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Thob Al Aseel Company's ( TADAWUL:4012 ) price-to-earnings (or "P/E") ratio of 27x is...New Risk • Nov 14New 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.3% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س5.15, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 19x in the Luxury industry in Asia. Total returns to shareholders of 34% over the past three years.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: ر.س0.01 (vs ر.س0.009 in 3Q 2022)Third quarter 2023 results: EPS: ر.س0.01 (up from ر.س0.009 in 3Q 2022). Revenue: ر.س73.1m (up 12% from 3Q 2022). Net income: ر.س5.16m (up 41% from 3Q 2022). Profit margin: 7.0% (up from 5.6% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: ر.س0.08 (vs ر.س0.063 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.08 (up from ر.س0.063 in 2Q 2022). Revenue: ر.س163.1m (up 4.1% from 2Q 2022). Net income: ر.س32.5m (up 30% from 2Q 2022). Profit margin: 20% (up from 16% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Jul 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 106% Earnings have declined by 5.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 89%After last week's 89% share price decline to ر.س5.21, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 17x in the Luxury industry in Asia. Total loss to shareholders of 85% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Tariq Saad Al-Tuwaijri was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: ر.س0.091 (vs ر.س0.089 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.091 (up from ر.س0.089 in 3Q 2021). Revenue: ر.س65.4m (down 22% from 3Q 2021). Net income: ر.س3.66m (up 2.2% from 3Q 2021). Profit margin: 5.6% (up from 4.3% in 3Q 2021). The increase in margin was driven by lower expenses. 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.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ر.س36.95, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 13x in the Luxury industry in Asia. Total returns to shareholders of 52% over the past three years.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: ر.س0.63 (vs ر.س0.86 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.63 (down from ر.س0.86 in 2Q 2021). Revenue: ر.س156.6m (down 6.8% from 2Q 2021). Net income: ر.س25.0m (down 27% from 2Q 2021). Profit margin: 16% (down from 21% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.공시 • Jul 28Thob Al Aseel Company Declares Cash Dividends to Shareholders for the First Half of the Fiscal Year 2022Thob Al Aseel Company announced the Board of Directors decision to distribute cash dividends to shareholders for the first half of the fiscal year 2022. Dividend per share is SAR 0.75. To the company's shareholders who own shares at the end of trading on the due date August 3, 2022. and who are registered in the company's shareholders register with the Securities Depository Center Company (Edaa) at the end of the second trading day following the due date. Dividends will be paid within 15 working days of the due date.분석 기사 • Jul 22Capital Allocation Trends At Thob Al Aseel (TADAWUL:4012) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공시 • Jun 06Thob Al Aseel Company, Annual General Meeting, Jun 26, 2022Thob Al Aseel Company, Annual General Meeting, Jun 26, 2022, at 17:30 Coordinated Universal Time. Agenda: To consider voting on the report of the Board of Directors for the fiscal year ending on December 31, 2021 AD; to consider voting on the company's auditor's report for the fiscal year ending on December 31, 2021 AD; to consider voting on the financial statements for the fiscal year ending on December 31, 2021 AD; to consider voting to absolve the members of the board of directors from liability for the fiscal year ending on December 31, 2021 AD; to consider voting on appointing an auditor for the company from among the candidates according to the recommendation of the Audit Committee, to examine, review and audit the financial statements for the second, third and fourth quarters of the fiscal year 2022 AD and the first quarter of the fiscal year 2023 AD, and to determine their fees; and to transact other business.Reported Earnings • May 01First quarter 2022 earnings released: EPS: ر.س0.47 (vs ر.س0.35 in 1Q 2021)First quarter 2022 results: EPS: ر.س0.47 (up from ر.س0.35 in 1Q 2021). Revenue: ر.س186.3m (up 34% from 1Q 2021). Net income: ر.س19.0m (up 36% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Tariq Saad Al-Tuwaijri was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 06Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 26 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (4.1%). Higher than average of industry peers (2.1%).Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ر.س1.49 (down from ر.س2.06 in FY 2020). Revenue: ر.س481.9m (down 8.6% from FY 2020). Net income: ر.س59.7m (down 28% from FY 2020). Profit margin: 12% (down from 16% in FY 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. 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 29% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 22Thob Al Aseel Co. Announces the Distribution of Cash Dividend for Second Half of Fiscal Year 2021Thob Al-Aseel Co announced its Board of Directors decision to distribute cash dividend for the Second half of fiscal year 2021 of SAR 0.75 per share. Dividends will be paid within 15 working days of the due date.분석 기사 • Nov 10Returns On Capital Signal Tricky Times Ahead For Thob Al Aseel (TADAWUL:4012)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS ر.س0.12 (vs ر.س0.15 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س83.3m (down 24% from 3Q 2020). Net income: ر.س3.58m (down 40% from 3Q 2020). Profit margin: 4.3% (down from 5.4% 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 6% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 27Second quarter 2021 earnings released: EPS ر.س1.15 (vs ر.س1.74 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س168.1m (down 13% from 2Q 2020). Net income: ر.س34.5m (down 34% from 2Q 2020). Profit margin: 21% (down from 27% in 2Q 2020). The decrease in margin was driven by lower revenue.분석 기사 • May 19Be Wary Of Thob Al Aseel (TADAWUL:4012) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • May 08First quarter 2021 earnings released: EPS ر.س0.47 (vs ر.س0.58 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ر.س138.8m (up 18% from 1Q 2020). Net income: ر.س14.0m (down 20% from 1Q 2020). Profit margin: 10% (down from 15% in 1Q 2020). The decrease in margin was driven by higher expenses.분석 기사 • Mar 08Are Dividend Investors Making A Mistake With Thob Al Aseel Co. (TADAWUL:4012)?Today we'll take a closer look at Thob Al Aseel Co. ( TADAWUL:4012 ) from a dividend investor's perspective. Owning a...Reported Earnings • Feb 22Full year 2020 earnings released: EPS ر.س2.75 (vs ر.س2.68 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ر.س527.3m (up 11% from FY 2019). Net income: ر.س82.4m (up 2.5% from FY 2019). Profit margin: 16% (down from 17% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Feb 04Returns On Capital At Thob Al Aseel (TADAWUL:4012) Paint An Interesting PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Is New 90 Day High Low • Feb 01New 90-day high: ر.س92.40The company is up 80% from its price of ر.س51.40 on 03 November 2020. The Saudi market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period.분석 기사 • Jan 17Thob Al Aseel (TADAWUL:4012) Has Gifted Shareholders With A Fantastic 250% Total Return On Their InvestmentIt might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...Is New 90 Day High Low • Jan 12New 90-day high: ر.س87.20The company is up 45% from its price of ر.س60.20 on 14 October 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period.분석 기사 • Dec 29Thob Al Aseel Co. (TADAWUL:4012) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Thob Al Aseel (TADAWUL:4012) has had a great run on the share market with its stock up by a significant 44% over the...Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to ر.س81.40, the stock is trading at a trailing P/E ratio of 28.3x, up from the previous P/E ratio of 24.3x. This compares to an average P/E of 18x in the Luxury industry in Asia. Total returns to shareholders over the past three years are 221%.Is New 90 Day High Low • Dec 18New 90-day high: ر.س66.70The company is up 15% from its price of ر.س58.20 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 Luxury industry, which is up 13% over the same period.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ر.س64.00, the stock is trading at a trailing P/E ratio of 22.2x, up from the previous P/E ratio of 19.2x. This compares to an average P/E of 18x in the Luxury industry in Asia. Total returns to shareholders over the past three years are 149%.분석 기사 • Dec 08Know This Before Buying Thob Al Aseel Co. (TADAWUL:4012) For Its DividendIs Thob Al Aseel Co. ( TADAWUL:4012 ) a good dividend stock? How can we tell? Dividend paying companies with growing...분석 기사 • Nov 20Should You Use Thob Al Aseel's (TADAWUL:4012) Statutory Earnings To Analyse It?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...Is New 90 Day High Low • Oct 26New 90-day low: ر.س53.50The company is down 2.0% from its price of ر.س54.60 on 28 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 16% over the same period.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س86.4m, up 20% from the prior year. Total revenue was ر.س527.6m over the last 12 months, up 18% from the prior year.주주 수익률4012SA LuxurySA 시장7D1.1%-2.4%0.5%1Y-10.7%-1.7%6.0%전체 주주 수익률 보기수익률 대 산업: 4012은 지난 1년 동안 -1.7%의 수익을 기록한 SA Luxury 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 4012은 지난 1년 동안 6%를 기록한 SA 시장보다 저조한 성과를 냈습니다.주가 변동성Is 4012's price volatile compared to industry and market?4012 volatility4012 Average Weekly Movement3.2%Luxury Industry Average Movement6.5%Market Average Movement5.0%10% most volatile stocks in SA Market7.9%10% least volatile stocks in SA Market2.9%안정적인 주가: 4012는 지난 3개월 동안 SA 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 4012의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1987n/aKhaled Al-Omarwww.alaseel.com.sa토브 알 아셀 컴퍼니는 직물과 기성복을 개발, 수입, 수출, 도매 및 소매하는 회사입니다. 이 회사는 토브와 원단 부문을 통해 운영됩니다. 토브, 속옷, 파자마, 수면 가운 등 남성 의류와 원단뿐만 아니라 티셔츠, 양말, 에람 등 기타 제품도 판매합니다.더 보기Thob Al Aseel Company 기초 지표 요약Thob Al Aseel의 순이익과 매출은 시가총액과 어떻게 비교됩니까?4012 기초 통계시가총액ر.س1.48b순이익 (TTM)ر.س103.53m매출 (TTM)ر.س555.54m14.3x주가수익비율(P/E)2.7x주가매출비율(P/S)4012는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표4012 손익계산서 (TTM)매출ر.س555.54m매출원가ر.س319.07m총이익ر.س236.47m기타 비용ر.س132.95m순이익ر.س103.53m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.26총이익률42.57%순이익률18.63%부채/자본 비율0%4012의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.4%현재 배당 수익률77%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 02:27종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Thob Al Aseel Company는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • May 08Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia
분석 기사 • May 06Thob Al Aseel's (TADAWUL:4012) Conservative Accounting Might Explain Soft EarningsThe market for Thob Al Aseel Company's ( TADAWUL:4012 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • May 01First quarter 2026 earnings released: EPS: ر.س0.17 (vs ر.س0.16 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.17 (up from ر.س0.16 in 1Q 2025). Revenue: ر.س252.8m (up 12% from 1Q 2025). Net income: ر.س66.4m (up 5.4% from 1Q 2025). Profit margin: 26% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: ر.س0.25 (vs ر.س0.21 in FY 2024)Full year 2025 results: EPS: ر.س0.25 (up from ر.س0.21 in FY 2024). Revenue: ر.س528.2m (up 1.1% from FY 2024). Net income: ر.س100.1m (up 19% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 20Dividend of ر.س0.10 announcedDividend of ر.س0.10 is the same as last year. Ex-date: 24th February 2026 Payment date: 15th March 2026 Dividend yield will be 5.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س3.83, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Luxury industry in Asia. Total returns to shareholders of 12% over the past three years.
공시 • May 08Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026Thob Al Aseel Company, Annual General Meeting, Jun 11, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia
분석 기사 • May 06Thob Al Aseel's (TADAWUL:4012) Conservative Accounting Might Explain Soft EarningsThe market for Thob Al Aseel Company's ( TADAWUL:4012 ) shares didn't move much after it posted weak earnings recently...
Reported Earnings • May 01First quarter 2026 earnings released: EPS: ر.س0.17 (vs ر.س0.16 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.17 (up from ر.س0.16 in 1Q 2025). Revenue: ر.س252.8m (up 12% from 1Q 2025). Net income: ر.س66.4m (up 5.4% from 1Q 2025). Profit margin: 26% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: ر.س0.25 (vs ر.س0.21 in FY 2024)Full year 2025 results: EPS: ر.س0.25 (up from ر.س0.21 in FY 2024). Revenue: ر.س528.2m (up 1.1% from FY 2024). Net income: ر.س100.1m (up 19% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 20Dividend of ر.س0.10 announcedDividend of ر.س0.10 is the same as last year. Ex-date: 24th February 2026 Payment date: 15th March 2026 Dividend yield will be 5.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س3.83, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Luxury industry in Asia. Total returns to shareholders of 12% over the past three years.
분석 기사 • Nov 03Thob Al Aseel's (TADAWUL:4012) Earnings Seem To Be PromisingThob Al Aseel Company's ( TADAWUL:4012 ) solid earnings announcement recently didn't do much to the stock price. We did...
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: ر.س0.01 (vs ر.س0.014 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.01. Revenue: ر.س81.0m (up 3.1% from 3Q 2024). Net income: ر.س5.99m (up 7.2% from 3Q 2024). Profit margin: 7.4% (up from 7.1% in 3Q 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: ر.س0.02 (vs ر.س0.067 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.02 (down from ر.س0.067 in 2Q 2024). Revenue: ر.س87.4m (down 25% from 2Q 2024). Net income: ر.س9.23m (down 65% from 2Q 2024). Profit margin: 11% (down from 23% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Jul 24Dividend increased to ر.س0.10Dividend of ر.س0.10 is 11% higher than last year. Ex-date: 28th July 2025 Payment date: 1st January 1970 Dividend yield will be 5.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 5.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 28Thob Al Aseel Company, Annual General Meeting, Jun 18, 2025Thob Al Aseel Company, Annual General Meeting, Jun 18, 2025, at 19:15 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ر.س0.16 (vs ر.س0.10 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.16 (up from ر.س0.10 in 1Q 2024). Revenue: ر.س225.5m (up 6.8% from 1Q 2024). Net income: ر.س63.0m (up 57% from 1Q 2024). Profit margin: 28% (up from 19% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Mar 16Thob Al Aseel's (TADAWUL:4012) Earnings Seem To Be PromisingThob Al Aseel Company's ( TADAWUL:4012 ) recent earnings report didn't offer any surprises, with the shares unchanged...
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: ر.س0.21 (vs ر.س0.19 in FY 2023)Full year 2024 results: EPS: ر.س0.21 (up from ر.س0.19 in FY 2023). Revenue: ر.س522.5m (down 1.8% from FY 2023). Net income: ر.س83.9m (up 9.1% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to ر.س3.94. The fair value is estimated to be ر.س4.94, 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 grown by 16%.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: ر.س0.01 (vs ر.س0.013 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.01. Revenue: ر.س78.6m (up 7.4% from 3Q 2023). Net income: ر.س5.59m (up 8.4% from 3Q 2023). Profit margin: 7.1% (in line with 3Q 2023).
Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: ر.س0.067 (vs ر.س0.081 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.067 (down from ر.س0.081 in 2Q 2023). Revenue: ر.س116.4m (down 29% from 2Q 2023). Net income: ر.س26.7m (down 18% from 2Q 2023). Profit margin: 23% (up from 20% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 28Dividend of ر.س0.09 announcedShareholders will receive a dividend of ر.س0.09. Ex-date: 4th August 2024 Payment date: 1st January 1970 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Jun 05Thob Al Aseel Company, Annual General Meeting, Jun 27, 2024Thob Al Aseel Company, Annual General Meeting, Jun 27, 2024, at 20:15 Arab Standard Time. Location: riyadh Saudi Arabia
분석 기사 • May 31Thob Al Aseel (TADAWUL:4012) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • May 11First quarter 2024 earnings released: EPS: ر.س0.01 (vs ر.س0.069 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.01. Revenue: ر.س211.2m (up 11% from 1Q 2023). Net income: ر.س40.1m (up 44% from 1Q 2023). Profit margin: 19% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue.
분석 기사 • Apr 24Thob Al Aseel Company's (TADAWUL:4012) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Thob Al Aseel Company's ( TADAWUL:4012 ) price-to-earnings (or "P/E") ratio of 27x is...
New Risk • Nov 14New 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.3% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س5.15, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 19x in the Luxury industry in Asia. Total returns to shareholders of 34% over the past three years.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: ر.س0.01 (vs ر.س0.009 in 3Q 2022)Third quarter 2023 results: EPS: ر.س0.01 (up from ر.س0.009 in 3Q 2022). Revenue: ر.س73.1m (up 12% from 3Q 2022). Net income: ر.س5.16m (up 41% from 3Q 2022). Profit margin: 7.0% (up from 5.6% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: ر.س0.08 (vs ر.س0.063 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.08 (up from ر.س0.063 in 2Q 2022). Revenue: ر.س163.1m (up 4.1% from 2Q 2022). Net income: ر.س32.5m (up 30% from 2Q 2022). Profit margin: 20% (up from 16% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Jul 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 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 106% Earnings have declined by 5.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 89%After last week's 89% share price decline to ر.س5.21, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 17x in the Luxury industry in Asia. Total loss to shareholders of 85% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Tariq Saad Al-Tuwaijri was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: ر.س0.091 (vs ر.س0.089 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.091 (up from ر.س0.089 in 3Q 2021). Revenue: ر.س65.4m (down 22% from 3Q 2021). Net income: ر.س3.66m (up 2.2% from 3Q 2021). Profit margin: 5.6% (up from 4.3% in 3Q 2021). The increase in margin was driven by lower expenses. 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.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ر.س36.95, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 13x in the Luxury industry in Asia. Total returns to shareholders of 52% over the past three years.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: ر.س0.63 (vs ر.س0.86 in 2Q 2021)Second quarter 2022 results: EPS: ر.س0.63 (down from ر.س0.86 in 2Q 2021). Revenue: ر.س156.6m (down 6.8% from 2Q 2021). Net income: ر.س25.0m (down 27% from 2Q 2021). Profit margin: 16% (down from 21% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
공시 • Jul 28Thob Al Aseel Company Declares Cash Dividends to Shareholders for the First Half of the Fiscal Year 2022Thob Al Aseel Company announced the Board of Directors decision to distribute cash dividends to shareholders for the first half of the fiscal year 2022. Dividend per share is SAR 0.75. To the company's shareholders who own shares at the end of trading on the due date August 3, 2022. and who are registered in the company's shareholders register with the Securities Depository Center Company (Edaa) at the end of the second trading day following the due date. Dividends will be paid within 15 working days of the due date.
분석 기사 • Jul 22Capital Allocation Trends At Thob Al Aseel (TADAWUL:4012) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공시 • Jun 06Thob Al Aseel Company, Annual General Meeting, Jun 26, 2022Thob Al Aseel Company, Annual General Meeting, Jun 26, 2022, at 17:30 Coordinated Universal Time. Agenda: To consider voting on the report of the Board of Directors for the fiscal year ending on December 31, 2021 AD; to consider voting on the company's auditor's report for the fiscal year ending on December 31, 2021 AD; to consider voting on the financial statements for the fiscal year ending on December 31, 2021 AD; to consider voting to absolve the members of the board of directors from liability for the fiscal year ending on December 31, 2021 AD; to consider voting on appointing an auditor for the company from among the candidates according to the recommendation of the Audit Committee, to examine, review and audit the financial statements for the second, third and fourth quarters of the fiscal year 2022 AD and the first quarter of the fiscal year 2023 AD, and to determine their fees; and to transact other business.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: ر.س0.47 (vs ر.س0.35 in 1Q 2021)First quarter 2022 results: EPS: ر.س0.47 (up from ر.س0.35 in 1Q 2021). Revenue: ر.س186.3m (up 34% from 1Q 2021). Net income: ر.س19.0m (up 36% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Tariq Saad Al-Tuwaijri was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 06Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 26 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Lower than top quartile of Saudi dividend payers (4.1%). Higher than average of industry peers (2.1%).
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ر.س1.49 (down from ر.س2.06 in FY 2020). Revenue: ر.س481.9m (down 8.6% from FY 2020). Net income: ر.س59.7m (down 28% from FY 2020). Profit margin: 12% (down from 16% in FY 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. 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 29% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 22Thob Al Aseel Co. Announces the Distribution of Cash Dividend for Second Half of Fiscal Year 2021Thob Al-Aseel Co announced its Board of Directors decision to distribute cash dividend for the Second half of fiscal year 2021 of SAR 0.75 per share. Dividends will be paid within 15 working days of the due date.
분석 기사 • Nov 10Returns On Capital Signal Tricky Times Ahead For Thob Al Aseel (TADAWUL:4012)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS ر.س0.12 (vs ر.س0.15 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س83.3m (down 24% from 3Q 2020). Net income: ر.س3.58m (down 40% from 3Q 2020). Profit margin: 4.3% (down from 5.4% 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 6% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 27Second quarter 2021 earnings released: EPS ر.س1.15 (vs ر.س1.74 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س168.1m (down 13% from 2Q 2020). Net income: ر.س34.5m (down 34% from 2Q 2020). Profit margin: 21% (down from 27% in 2Q 2020). The decrease in margin was driven by lower revenue.
분석 기사 • May 19Be Wary Of Thob Al Aseel (TADAWUL:4012) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • May 08First quarter 2021 earnings released: EPS ر.س0.47 (vs ر.س0.58 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ر.س138.8m (up 18% from 1Q 2020). Net income: ر.س14.0m (down 20% from 1Q 2020). Profit margin: 10% (down from 15% in 1Q 2020). The decrease in margin was driven by higher expenses.
분석 기사 • Mar 08Are Dividend Investors Making A Mistake With Thob Al Aseel Co. (TADAWUL:4012)?Today we'll take a closer look at Thob Al Aseel Co. ( TADAWUL:4012 ) from a dividend investor's perspective. Owning a...
Reported Earnings • Feb 22Full year 2020 earnings released: EPS ر.س2.75 (vs ر.س2.68 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ر.س527.3m (up 11% from FY 2019). Net income: ر.س82.4m (up 2.5% from FY 2019). Profit margin: 16% (down from 17% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Feb 04Returns On Capital At Thob Al Aseel (TADAWUL:4012) Paint An Interesting PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Is New 90 Day High Low • Feb 01New 90-day high: ر.س92.40The company is up 80% from its price of ر.س51.40 on 03 November 2020. The Saudi market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period.
분석 기사 • Jan 17Thob Al Aseel (TADAWUL:4012) Has Gifted Shareholders With A Fantastic 250% Total Return On Their InvestmentIt might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...
Is New 90 Day High Low • Jan 12New 90-day high: ر.س87.20The company is up 45% from its price of ر.س60.20 on 14 October 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period.
분석 기사 • Dec 29Thob Al Aseel Co. (TADAWUL:4012) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Thob Al Aseel (TADAWUL:4012) has had a great run on the share market with its stock up by a significant 44% over the...
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to ر.س81.40, the stock is trading at a trailing P/E ratio of 28.3x, up from the previous P/E ratio of 24.3x. This compares to an average P/E of 18x in the Luxury industry in Asia. Total returns to shareholders over the past three years are 221%.
Is New 90 Day High Low • Dec 18New 90-day high: ر.س66.70The company is up 15% from its price of ر.س58.20 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 Luxury industry, which is up 13% over the same period.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ر.س64.00, the stock is trading at a trailing P/E ratio of 22.2x, up from the previous P/E ratio of 19.2x. This compares to an average P/E of 18x in the Luxury industry in Asia. Total returns to shareholders over the past three years are 149%.
분석 기사 • Dec 08Know This Before Buying Thob Al Aseel Co. (TADAWUL:4012) For Its DividendIs Thob Al Aseel Co. ( TADAWUL:4012 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
분석 기사 • Nov 20Should You Use Thob Al Aseel's (TADAWUL:4012) Statutory Earnings To Analyse It?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
Is New 90 Day High Low • Oct 26New 90-day low: ر.س53.50The company is down 2.0% from its price of ر.س54.60 on 28 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 16% over the same period.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س86.4m, up 20% from the prior year. Total revenue was ر.س527.6m over the last 12 months, up 18% from the prior year.
