View ValuationSaudi Paper Manufacturing 향후 성장Future 기준 점검 3/6Saudi Paper Manufacturing (는) 각각 연간 16% 및 9.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.7% 로 예상됩니다.핵심 정보16.0%이익 성장률15.96%EPS 성장률Forestry 이익 성장21.0%매출 성장률9.3%향후 자기자본이익률18.70%애널리스트 커버리지Low마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Price Target Changed • Jun 02Price target increased by 9.9% to ر.س58.80Up from ر.س53.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س58.30. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of ر.س2.66 for next year compared to ر.س1.64 last year.Major Estimate Revision • Aug 23Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س911.0m to ر.س854.0m. EPS estimate also fell from ر.س2.21 per share to ر.س1.65 per share. Net income forecast to grow 32% next year vs 55% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س55.80 to ر.س52.50. Share price was steady at ر.س54.50 over the past week.Price Target Changed • Aug 22Price target decreased by 9.3% to ر.س52.50Down from ر.س57.90, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س54.50. Stock is down 21% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س2.25 last year.Major Estimate Revision • Jun 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ر.س2.50 to ر.س2.21 per share. Revenue forecast steady at ر.س911.0m. Net income forecast to grow 27% next year vs 40% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س57.90 to ر.س55.80. Share price was steady at ر.س62.80 over the past week.Major Estimate Revision • May 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س996.0m to ر.س920.0m. EPS estimate also fell from ر.س3.19 per share to ر.س2.50 per share. Net income forecast to shrink 7.4% next year vs 31% growth forecast for Forestry industry in Saudi Arabia . Consensus price target down from ر.س59.40 to ر.س57.90. Share price was steady at ر.س67.00 over the past week.Major Estimate Revision • May 26Consensus EPS estimates increase by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س935.0m to ر.س950.0m. EPS estimate increased from ر.س2.36 to ر.س3.35 per share. Net income forecast to grow 28% next year vs 36% growth forecast for Forestry industry in Saudi Arabia. Consensus price target up from ر.س47.27 to ر.س63.20. Share price was steady at ر.س72.20 over the past week.모든 업데이트 보기Recent updatesReported Earnings • Aug 13Second quarter 2026 earnings released: EPS: ر.س1.36 (vs ر.س0.38 in 2Q 2025)Second quarter 2026 results: EPS: ر.س1.36 (up from ر.س0.38 in 2Q 2025). Revenue: ر.س250.1m (up 20% from 2Q 2025). Net income: ر.س50.3m (up 262% from 2Q 2025). Profit margin: 20% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Forestry industry in Asia. 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 28% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س63.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 119% over the past three years.분석 기사 • Jun 26Here's Why Saudi Paper Manufacturing (TADAWUL:2300) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Price Target Changed • Jun 02Price target increased by 9.9% to ر.س58.80Up from ر.س53.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س58.30. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of ر.س2.66 for next year compared to ر.س1.64 last year.Reported Earnings • May 19First quarter 2026 earnings released: EPS: ر.س0.92 (vs ر.س0.56 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.92 (up from ر.س0.56 in 1Q 2025). Revenue: ر.س251.4m (up 10.0% from 1Q 2025). Net income: ر.س34.1m (up 65% from 1Q 2025). Profit margin: 14% (up from 9.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 13Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 20 May 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Saudi dividend payers (6.0%). Lower than average of industry peers (2.1%).Reported Earnings • Apr 04Full year 2025 earnings released: EPS: ر.س1.63 (vs ر.س2.25 in FY 2024)Full year 2025 results: EPS: ر.س1.63 (down from ر.س2.25 in FY 2024). Revenue: ر.س850.3m (up 1.6% from FY 2024). Net income: ر.س60.5m (down 27% from FY 2024). Profit margin: 7.1% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Dec 31New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (5.2% net profit margin).Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ر.س0.39 (vs ر.س0.56 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.39 (down from ر.س0.56 in 3Q 2024). Revenue: ر.س189.0m (down 12% from 3Q 2024). Net income: ر.س14.5m (down 30% from 3Q 2024). Profit margin: 7.7% (down from 9.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry 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 increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س57.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Forestry industry in Asia. Total returns to shareholders of 167% over the past three years.분석 기사 • Nov 10Saudi Paper Manufacturing Company (TADAWUL:2300) Not Lagging Market On Growth Or PricingSaudi Paper Manufacturing Company's ( TADAWUL:2300 ) price-to-earnings (or "P/E") ratio of 32.6x might make it look...Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to ر.س58.50. The fair value is estimated to be ر.س73.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 65% in the next 2 years.Major Estimate Revision • Aug 23Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س911.0m to ر.س854.0m. EPS estimate also fell from ر.س2.21 per share to ر.س1.65 per share. Net income forecast to grow 32% next year vs 55% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س55.80 to ر.س52.50. Share price was steady at ر.س54.50 over the past week.Price Target Changed • Aug 22Price target decreased by 9.3% to ر.س52.50Down from ر.س57.90, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س54.50. Stock is down 21% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س2.25 last year.Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ر.س0.38 (vs ر.س0.70 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.38 (down from ر.س0.70 in 2Q 2024). Revenue: ر.س208.5m (up 3.1% from 2Q 2024). Net income: ر.س13.9m (down 47% from 2Q 2024). Profit margin: 6.7% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% 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 05Now 20% overvaluedOver the last 90 days, the stock has fallen 13% to ر.س56.15. The fair value is estimated to be ر.س46.72, 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 31%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.분석 기사 • Jun 26Saudi Paper Manufacturing (TADAWUL:2300) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Major Estimate Revision • Jun 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ر.س2.50 to ر.س2.21 per share. Revenue forecast steady at ر.س911.0m. Net income forecast to grow 27% next year vs 40% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س57.90 to ر.س55.80. Share price was steady at ر.س62.80 over the past week.New Risk • May 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin).Major Estimate Revision • May 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س996.0m to ر.س920.0m. EPS estimate also fell from ر.س3.19 per share to ر.س2.50 per share. Net income forecast to shrink 7.4% next year vs 31% growth forecast for Forestry industry in Saudi Arabia . Consensus price target down from ر.س59.40 to ر.س57.90. Share price was steady at ر.س67.00 over the past week.공고 • Apr 30Saudi Paper Manufacturing Company, Annual General Meeting, May 21, 2025Saudi Paper Manufacturing Company, Annual General Meeting, May 21, 2025, at 19:30 Arab Standard Time. Location: dammam Saudi Arabia분석 기사 • Apr 25There's Reason For Concern Over Saudi Paper Manufacturing Company's (TADAWUL:2300) Massive 25% Price JumpSaudi Paper Manufacturing Company ( TADAWUL:2300 ) shares have had a really impressive month, gaining 25% after a shaky...New Risk • Apr 10New 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 5.6% 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 Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ر.س65.00, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 145% over the past three years.분석 기사 • Apr 07Should You Investigate Saudi Paper Manufacturing Company (TADAWUL:2300) At ر.س52.00?Saudi Paper Manufacturing Company ( TADAWUL:2300 ), is not the largest company out there, but it saw significant share...Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ر.س0.56 (vs ر.س0.60 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.56 (down from ر.س0.60 in 3Q 2023). Revenue: ر.س215.3m (up 10% from 3Q 2023). Net income: ر.س20.6m (down 8.2% from 3Q 2023). Profit margin: 9.6% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 04Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Saudi dividend payers (4.8%). Lower than average of industry peers (2.2%).Reported Earnings • Aug 05Second quarter 2024 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.70 (up from ر.س0.57 in 2Q 2023). Revenue: ر.س202.3m (flat on 2Q 2023). Net income: ر.س26.0m (up 23% from 2Q 2023). Profit margin: 13% (up from 11% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 26Consensus EPS estimates increase by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س935.0m to ر.س950.0m. EPS estimate increased from ر.س2.36 to ر.س3.35 per share. Net income forecast to grow 28% next year vs 36% growth forecast for Forestry industry in Saudi Arabia. Consensus price target up from ر.س47.27 to ر.س63.20. Share price was steady at ر.س72.20 over the past week.분석 기사 • May 22When Should You Buy Saudi Paper Manufacturing Company (TADAWUL:2300)?Saudi Paper Manufacturing Company ( TADAWUL:2300 ), is not the largest company out there, but it received a lot of...Reported Earnings • May 21First quarter 2024 earnings released: EPS: ر.س1.08 (vs ر.س0.23 in 1Q 2023)First quarter 2024 results: EPS: ر.س1.08 (up from ر.س0.23 in 1Q 2023). Revenue: ر.س229.2m (up 5.5% from 1Q 2023). Net income: ر.س36.2m (up 324% from 1Q 2023). Profit margin: 16% (up from 3.9% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • May 02Do Saudi Paper Manufacturing's (TADAWUL:2300) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Apr 21Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 28 April 2024. Payment date: 09 May 2024. Trailing yield: 0.6%. Lower than top quartile of Saudi dividend payers (4.6%). Lower than average of industry peers (2.0%).Reported Earnings • Mar 23Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ر.س2.17 (up from ر.س1.62 in FY 2022). Revenue: ر.س811.1m (up 17% from FY 2022). Net income: ر.س72.9m (up 56% from FY 2022). Profit margin: 9.0% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ر.س66.50, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 73% over the past three years.분석 기사 • Feb 26Investors Still Waiting For A Pull Back In Saudi Paper Manufacturing Company (TADAWUL:2300)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") below 26x, you may consider...Buy Or Sell Opportunity • Feb 25Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to ر.س57.90. The fair value is estimated to be ر.س45.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year.Buy Or Sell Opportunity • Feb 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to ر.س53.90. The fair value is estimated to be ر.س44.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year.Buy Or Sell Opportunity • Jan 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ر.س48.20. The fair value is estimated to be ر.س40.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year.Reported Earnings • Nov 02Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ر.س195.5m (up 21% from 3Q 2022). Net income: ر.س22.4m (up 261% from 3Q 2022). Profit margin: 12% (up from 3.8% in 3Q 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Forestry industry in Asia.New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).분석 기사 • Aug 21Saudi Paper Manufacturing (TADAWUL:2300) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Major Estimate Revision • Aug 08Consensus EPS estimates increase by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س781.0m to ر.س835.0m. EPS estimate increased from ر.س1.17 to ر.س1.72 per share. Net income forecast to grow 52% next year vs 25% growth forecast for Forestry industry in Saudi Arabia. Consensus price target up from ر.س30.60 to ر.س36.40. Share price fell 5.2% to ر.س30.80 over the past week.Price Target Changed • Aug 07Price target increased by 18% to ر.س36.40Up from ر.س30.90, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ر.س31.05. Stock is down 37% over the past year. The company is forecast to post earnings per share of ر.س1.72 for next year compared to ر.س1.62 last year.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ر.س0.63 (vs ر.س1.10 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.63. Revenue: ر.س202.2m (up 38% from 2Q 2022). Net income: ر.س21.1m (flat on 2Q 2022). Profit margin: 11% (down from 14% in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Forestry industry in Asia.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ر.س0.32 (vs ر.س0.008 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.32 (up from ر.س0.008 in 3Q 2021). Revenue: ر.س161.6m (up 14% from 3Q 2021). Net income: ر.س6.21m (up ر.س6.06m from 3Q 2021). Profit margin: 3.8% (up from 0.1% in 3Q 2021). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 17Saudi Paper Manufacturing's (TADAWUL:2300) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...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. 3 non-independent directors. Independent Chairman Abdullah bin Al-Kharashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Oct 19Investors Don't See Light At End Of Saudi Paper Manufacturing Company's (TADAWUL:2300) Tunnel And Push Stock Down 27%The Saudi Paper Manufacturing Company ( TADAWUL:2300 ) share price has fared very poorly over the last month, falling...Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorated over the past weekAfter last week's 30% share price decline to ر.س34.85, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 8x in the Forestry industry in Asia. Total returns to shareholders of 156% over the past three years.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: ر.س1.10 (vs ر.س0.79 in 2Q 2021)Second quarter 2022 results: EPS: ر.س1.10 (up from ر.س0.79 in 2Q 2021). Revenue: ر.س146.3m (up 3.6% from 2Q 2021). Net income: ر.س21.1m (up 39% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 01First quarter 2022 earnings released: EPS: ر.س0.69 (vs ر.س0.75 in 1Q 2021)First quarter 2022 results: EPS: ر.س0.69 (down from ر.س0.75 in 1Q 2021). Revenue: ر.س194.7m (up 23% from 1Q 2021). Net income: ر.س13.3m (down 5.4% from 1Q 2021). Profit margin: 6.8% (down from 8.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.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. 3 non-independent directors. Independent Chairman Abdullah bin Al-Kharashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 01Investors Will Want Saudi Paper Manufacturing's (TADAWUL:2300) Growth In ROCE To PersistIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Mar 31Full year 2021 earnings released: EPS: ر.س1.58 (vs ر.س1.64 in FY 2020)Full year 2021 results: EPS: ر.س1.58. Revenue: ر.س588.8m (up 11% from FY 2020). Net income: ر.س30.3m (up 100% from FY 2020). Profit margin: 5.1% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ر.س53.00, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 202% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ر.س0.008 (vs ر.س0.43 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ر.س141.9m (up 14% from 3Q 2020). Net income: ر.س149.0k (down 96% from 3Q 2020). Profit margin: 0.1% (down from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS ر.س0.79 (vs ر.س0.42 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ر.س141.3m (down 1.0% from 2Q 2020). Net income: ر.س15.1m (up 296% from 2Q 2020). Profit margin: 11% (up from 2.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS ر.س0.75 (vs ر.س0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س158.5m (up 8.6% from 1Q 2020). Net income: ر.س14.1m (up ر.س13.0m from 1Q 2020). Profit margin: 8.9% (up from 0.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 31Full year 2020 earnings released: EPS ر.س1.64 (vs ر.س3.03 loss in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ر.س532.1m (flat on FY 2019). Net income: ر.س15.1m (up ر.س43.0m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 14Shareholders Will Be Pleased With The Quality of Saudi Paper Manufacturing's (TADAWUL:2300) EarningsSaudi Paper Manufacturing Company ( TADAWUL:2300 ) just reported healthy earnings but the stock price didn't move much...Reported Earnings • Mar 08Full year 2020 earnings released: EPS ر.س1.64 (vs ر.س3.03 loss in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ر.س532.1m (flat on FY 2019). Net income: ر.س15.1m (up ر.س43.0m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 02Is Saudi Paper Manufacturing (TADAWUL:2300) A Future Multi-bagger?There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Executive Departure • Feb 04Independent Director has left the companyOn the 1st of February, Fahad bin Al-Sheaibi's tenure as Independent Director ended after 4.6 years in the role. As of September 2020, Fahad bin personally held 22.72k shares (ر.س1.2m worth at the time). Fahad bin is the only executive to leave the company over the last 12 months.공고 • Jan 12Saudi Paper Manufacturing Co. Approves the Resignation of Fahad Bin Saad Al-Sheaibi as Independent Board MemberSaudi Paper Manufacturing Co. announced that the Board of Director on 11 January 2021 has been approved the resignation of MR. Fahad bin Saad Al-Sheaibi (independent board member) from his position for a personal reasons. The resignation is effected on 01 February 2021.분석 기사 • Jan 07Saudi Paper Manufacturing (TADAWUL:2300) Has Rewarded Shareholders With An Exceptional 342% Total Return On Their InvestmentWhen you buy shares in a company, there is always a risk that the price drops to zero. But if you pick the right stock...Is New 90 Day High Low • Nov 10New 90-day high: ر.س67.90The company is up 42% from its price of ر.س47.65 on 12 August 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 5.0% over the same period.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ر.س0.45The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ر.س124.3m (up 2.1% from 3Q 2019). Net income: ر.س4.11m (up ر.س28.4m from 3Q 2019). Profit margin: 3.3% (up from net loss in 3Q 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.Is New 90 Day High Low • Oct 12New 90-day high: ر.س58.80The company is up 64% from its price of ر.س35.90 on 14 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 4.0% over the same period.이익 및 매출 성장 예측SASE:2300 - 애널리스트 향후 추정치 및 과거 재무 데이터 (SAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,157151N/AN/A112/31/20271,112138116216112/31/2026995983614416/30/202691511046157N/A3/31/202687374-5262N/A12/31/202585061-4766N/A9/30/202581642-4024N/A6/30/202584357-7101N/A3/31/202583769-2584N/A12/31/202483784-4273N/A9/30/2024843105-2096N/A6/30/2024823105-340N/A3/31/20248231012979N/A12/31/202381173360N/A9/30/202380458-7527N/A6/30/202377042-131-34N/A3/31/202371442-138-58N/A12/31/202269247976N/A9/30/2022650413043N/A6/30/20226303587101N/A3/31/2022625308799N/A12/31/202158930-21-9N/A9/30/2021561362737N/A6/30/2021543394253N/A3/31/2021545285264N/A12/31/2020532157484N/A9/30/2020541-37187N/A6/30/2020539-315365N/A3/31/2020518-50N/A39N/A12/31/2019527-28N/A38N/A9/30/2019548-75N/A18N/A6/30/2019541-88N/A23N/A3/31/2019526-93N/A44N/A12/31/2018541-112N/A25N/A9/30/2018520-88N/A19N/A6/30/2018544-54N/A1N/A3/31/2018558-37N/A-12N/A12/31/2017516-49N/A-21N/A9/30/2017495-49N/A50N/A6/30/2017457-68N/A59N/A3/31/2017466-71N/A109N/A12/31/2016477-72N/A127N/A9/30/2016508-94N/A57N/A6/30/2016520-143N/A49N/A3/31/2016555-139N/A36N/A12/31/2015601-127N/A23N/A9/30/2015632-68N/A97N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2300 의 연간 예상 수익 증가율(16%)이 saving rate(15.2%)보다 높습니다.수익 vs 시장: 2300 의 연간 수익(16%)이 SA 시장(4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 2300 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2300 의 수익(연간 9.3%)이 SA 시장(연간 0.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 2300 의 수익(연간 9.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2300의 자본 수익률은 3년 후 18.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/21 14:38종가2026/08/20 00:00수익2026/06/30연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Saudi Paper Manufacturing Company는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kais KriaaAlphaMenaMohammad KamalArqaam Capital Research Offshore S.A.L.
Price Target Changed • Jun 02Price target increased by 9.9% to ر.س58.80Up from ر.س53.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س58.30. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of ر.س2.66 for next year compared to ر.س1.64 last year.
Major Estimate Revision • Aug 23Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س911.0m to ر.س854.0m. EPS estimate also fell from ر.س2.21 per share to ر.س1.65 per share. Net income forecast to grow 32% next year vs 55% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س55.80 to ر.س52.50. Share price was steady at ر.س54.50 over the past week.
Price Target Changed • Aug 22Price target decreased by 9.3% to ر.س52.50Down from ر.س57.90, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س54.50. Stock is down 21% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س2.25 last year.
Major Estimate Revision • Jun 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ر.س2.50 to ر.س2.21 per share. Revenue forecast steady at ر.س911.0m. Net income forecast to grow 27% next year vs 40% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س57.90 to ر.س55.80. Share price was steady at ر.س62.80 over the past week.
Major Estimate Revision • May 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س996.0m to ر.س920.0m. EPS estimate also fell from ر.س3.19 per share to ر.س2.50 per share. Net income forecast to shrink 7.4% next year vs 31% growth forecast for Forestry industry in Saudi Arabia . Consensus price target down from ر.س59.40 to ر.س57.90. Share price was steady at ر.س67.00 over the past week.
Major Estimate Revision • May 26Consensus EPS estimates increase by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س935.0m to ر.س950.0m. EPS estimate increased from ر.س2.36 to ر.س3.35 per share. Net income forecast to grow 28% next year vs 36% growth forecast for Forestry industry in Saudi Arabia. Consensus price target up from ر.س47.27 to ر.س63.20. Share price was steady at ر.س72.20 over the past week.
Reported Earnings • Aug 13Second quarter 2026 earnings released: EPS: ر.س1.36 (vs ر.س0.38 in 2Q 2025)Second quarter 2026 results: EPS: ر.س1.36 (up from ر.س0.38 in 2Q 2025). Revenue: ر.س250.1m (up 20% from 2Q 2025). Net income: ر.س50.3m (up 262% from 2Q 2025). Profit margin: 20% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Forestry industry in Asia. 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 28% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ر.س63.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 119% over the past three years.
분석 기사 • Jun 26Here's Why Saudi Paper Manufacturing (TADAWUL:2300) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Price Target Changed • Jun 02Price target increased by 9.9% to ر.س58.80Up from ر.س53.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س58.30. Stock is down 8.3% over the past year. The company is forecast to post earnings per share of ر.س2.66 for next year compared to ر.س1.64 last year.
Reported Earnings • May 19First quarter 2026 earnings released: EPS: ر.س0.92 (vs ر.س0.56 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.92 (up from ر.س0.56 in 1Q 2025). Revenue: ر.س251.4m (up 10.0% from 1Q 2025). Net income: ر.س34.1m (up 65% from 1Q 2025). Profit margin: 14% (up from 9.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 13Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 20 May 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Saudi dividend payers (6.0%). Lower than average of industry peers (2.1%).
Reported Earnings • Apr 04Full year 2025 earnings released: EPS: ر.س1.63 (vs ر.س2.25 in FY 2024)Full year 2025 results: EPS: ر.س1.63 (down from ر.س2.25 in FY 2024). Revenue: ر.س850.3m (up 1.6% from FY 2024). Net income: ر.س60.5m (down 27% from FY 2024). Profit margin: 7.1% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Dec 31New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (5.2% net profit margin).
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ر.س0.39 (vs ر.س0.56 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.39 (down from ر.س0.56 in 3Q 2024). Revenue: ر.س189.0m (down 12% from 3Q 2024). Net income: ر.س14.5m (down 30% from 3Q 2024). Profit margin: 7.7% (down from 9.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry 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 increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ر.س57.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Forestry industry in Asia. Total returns to shareholders of 167% over the past three years.
분석 기사 • Nov 10Saudi Paper Manufacturing Company (TADAWUL:2300) Not Lagging Market On Growth Or PricingSaudi Paper Manufacturing Company's ( TADAWUL:2300 ) price-to-earnings (or "P/E") ratio of 32.6x might make it look...
Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to ر.س58.50. The fair value is estimated to be ر.س73.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 65% in the next 2 years.
Major Estimate Revision • Aug 23Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س911.0m to ر.س854.0m. EPS estimate also fell from ر.س2.21 per share to ر.س1.65 per share. Net income forecast to grow 32% next year vs 55% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س55.80 to ر.س52.50. Share price was steady at ر.س54.50 over the past week.
Price Target Changed • Aug 22Price target decreased by 9.3% to ر.س52.50Down from ر.س57.90, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ر.س54.50. Stock is down 21% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س2.25 last year.
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ر.س0.38 (vs ر.س0.70 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.38 (down from ر.س0.70 in 2Q 2024). Revenue: ر.س208.5m (up 3.1% from 2Q 2024). Net income: ر.س13.9m (down 47% from 2Q 2024). Profit margin: 6.7% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% 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 05Now 20% overvaluedOver the last 90 days, the stock has fallen 13% to ر.س56.15. The fair value is estimated to be ر.س46.72, 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 31%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
분석 기사 • Jun 26Saudi Paper Manufacturing (TADAWUL:2300) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Major Estimate Revision • Jun 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ر.س2.50 to ر.س2.21 per share. Revenue forecast steady at ر.س911.0m. Net income forecast to grow 27% next year vs 40% growth forecast for Forestry industry in Saudi Arabia. Consensus price target down from ر.س57.90 to ر.س55.80. Share price was steady at ر.س62.80 over the past week.
New Risk • May 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin).
Major Estimate Revision • May 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ر.س996.0m to ر.س920.0m. EPS estimate also fell from ر.س3.19 per share to ر.س2.50 per share. Net income forecast to shrink 7.4% next year vs 31% growth forecast for Forestry industry in Saudi Arabia . Consensus price target down from ر.س59.40 to ر.س57.90. Share price was steady at ر.س67.00 over the past week.
공고 • Apr 30Saudi Paper Manufacturing Company, Annual General Meeting, May 21, 2025Saudi Paper Manufacturing Company, Annual General Meeting, May 21, 2025, at 19:30 Arab Standard Time. Location: dammam Saudi Arabia
분석 기사 • Apr 25There's Reason For Concern Over Saudi Paper Manufacturing Company's (TADAWUL:2300) Massive 25% Price JumpSaudi Paper Manufacturing Company ( TADAWUL:2300 ) shares have had a really impressive month, gaining 25% after a shaky...
New Risk • Apr 10New 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 5.6% 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 Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ر.س65.00, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 145% over the past three years.
분석 기사 • Apr 07Should You Investigate Saudi Paper Manufacturing Company (TADAWUL:2300) At ر.س52.00?Saudi Paper Manufacturing Company ( TADAWUL:2300 ), is not the largest company out there, but it saw significant share...
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ر.س0.56 (vs ر.س0.60 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.56 (down from ر.س0.60 in 3Q 2023). Revenue: ر.س215.3m (up 10% from 3Q 2023). Net income: ر.س20.6m (down 8.2% from 3Q 2023). Profit margin: 9.6% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 04Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Saudi dividend payers (4.8%). Lower than average of industry peers (2.2%).
Reported Earnings • Aug 05Second quarter 2024 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.70 (up from ر.س0.57 in 2Q 2023). Revenue: ر.س202.3m (flat on 2Q 2023). Net income: ر.س26.0m (up 23% from 2Q 2023). Profit margin: 13% (up from 11% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 26Consensus EPS estimates increase by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س935.0m to ر.س950.0m. EPS estimate increased from ر.س2.36 to ر.س3.35 per share. Net income forecast to grow 28% next year vs 36% growth forecast for Forestry industry in Saudi Arabia. Consensus price target up from ر.س47.27 to ر.س63.20. Share price was steady at ر.س72.20 over the past week.
분석 기사 • May 22When Should You Buy Saudi Paper Manufacturing Company (TADAWUL:2300)?Saudi Paper Manufacturing Company ( TADAWUL:2300 ), is not the largest company out there, but it received a lot of...
Reported Earnings • May 21First quarter 2024 earnings released: EPS: ر.س1.08 (vs ر.س0.23 in 1Q 2023)First quarter 2024 results: EPS: ر.س1.08 (up from ر.س0.23 in 1Q 2023). Revenue: ر.س229.2m (up 5.5% from 1Q 2023). Net income: ر.س36.2m (up 324% from 1Q 2023). Profit margin: 16% (up from 3.9% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 02Do Saudi Paper Manufacturing's (TADAWUL:2300) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Apr 21Upcoming dividend of ر.س0.50 per shareEligible shareholders must have bought the stock before 28 April 2024. Payment date: 09 May 2024. Trailing yield: 0.6%. Lower than top quartile of Saudi dividend payers (4.6%). Lower than average of industry peers (2.0%).
Reported Earnings • Mar 23Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ر.س2.17 (up from ر.س1.62 in FY 2022). Revenue: ر.س811.1m (up 17% from FY 2022). Net income: ر.س72.9m (up 56% from FY 2022). Profit margin: 9.0% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ر.س66.50, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 73% over the past three years.
분석 기사 • Feb 26Investors Still Waiting For A Pull Back In Saudi Paper Manufacturing Company (TADAWUL:2300)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") below 26x, you may consider...
Buy Or Sell Opportunity • Feb 25Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to ر.س57.90. The fair value is estimated to be ر.س45.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year.
Buy Or Sell Opportunity • Feb 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to ر.س53.90. The fair value is estimated to be ر.س44.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year.
Buy Or Sell Opportunity • Jan 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ر.س48.20. The fair value is estimated to be ر.س40.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year.
Reported Earnings • Nov 02Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ر.س195.5m (up 21% from 3Q 2022). Net income: ر.س22.4m (up 261% from 3Q 2022). Profit margin: 12% (up from 3.8% in 3Q 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Forestry industry in Asia.
New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
분석 기사 • Aug 21Saudi Paper Manufacturing (TADAWUL:2300) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Major Estimate Revision • Aug 08Consensus EPS estimates increase by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س781.0m to ر.س835.0m. EPS estimate increased from ر.س1.17 to ر.س1.72 per share. Net income forecast to grow 52% next year vs 25% growth forecast for Forestry industry in Saudi Arabia. Consensus price target up from ر.س30.60 to ر.س36.40. Share price fell 5.2% to ر.س30.80 over the past week.
Price Target Changed • Aug 07Price target increased by 18% to ر.س36.40Up from ر.س30.90, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ر.س31.05. Stock is down 37% over the past year. The company is forecast to post earnings per share of ر.س1.72 for next year compared to ر.س1.62 last year.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ر.س0.63 (vs ر.س1.10 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.63. Revenue: ر.س202.2m (up 38% from 2Q 2022). Net income: ر.س21.1m (flat on 2Q 2022). Profit margin: 11% (down from 14% in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Forestry industry in Asia.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ر.س0.32 (vs ر.س0.008 in 3Q 2021)Third quarter 2022 results: EPS: ر.س0.32 (up from ر.س0.008 in 3Q 2021). Revenue: ر.س161.6m (up 14% from 3Q 2021). Net income: ر.س6.21m (up ر.س6.06m from 3Q 2021). Profit margin: 3.8% (up from 0.1% in 3Q 2021). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 17Saudi Paper Manufacturing's (TADAWUL:2300) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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. 3 non-independent directors. Independent Chairman Abdullah bin Al-Kharashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Oct 19Investors Don't See Light At End Of Saudi Paper Manufacturing Company's (TADAWUL:2300) Tunnel And Push Stock Down 27%The Saudi Paper Manufacturing Company ( TADAWUL:2300 ) share price has fared very poorly over the last month, falling...
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorated over the past weekAfter last week's 30% share price decline to ر.س34.85, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 8x in the Forestry industry in Asia. Total returns to shareholders of 156% over the past three years.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: ر.س1.10 (vs ر.س0.79 in 2Q 2021)Second quarter 2022 results: EPS: ر.س1.10 (up from ر.س0.79 in 2Q 2021). Revenue: ر.س146.3m (up 3.6% from 2Q 2021). Net income: ر.س21.1m (up 39% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: ر.س0.69 (vs ر.س0.75 in 1Q 2021)First quarter 2022 results: EPS: ر.س0.69 (down from ر.س0.75 in 1Q 2021). Revenue: ر.س194.7m (up 23% from 1Q 2021). Net income: ر.س13.3m (down 5.4% from 1Q 2021). Profit margin: 6.8% (down from 8.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
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. 3 non-independent directors. Independent Chairman Abdullah bin Al-Kharashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 01Investors Will Want Saudi Paper Manufacturing's (TADAWUL:2300) Growth In ROCE To PersistIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Mar 31Full year 2021 earnings released: EPS: ر.س1.58 (vs ر.س1.64 in FY 2020)Full year 2021 results: EPS: ر.س1.58. Revenue: ر.س588.8m (up 11% from FY 2020). Net income: ر.س30.3m (up 100% from FY 2020). Profit margin: 5.1% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ر.س53.00, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 13x in the Forestry industry in Asia. Total returns to shareholders of 202% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ر.س0.008 (vs ر.س0.43 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ر.س141.9m (up 14% from 3Q 2020). Net income: ر.س149.0k (down 96% from 3Q 2020). Profit margin: 0.1% (down from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS ر.س0.79 (vs ر.س0.42 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ر.س141.3m (down 1.0% from 2Q 2020). Net income: ر.س15.1m (up 296% from 2Q 2020). Profit margin: 11% (up from 2.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS ر.س0.75 (vs ر.س0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س158.5m (up 8.6% from 1Q 2020). Net income: ر.س14.1m (up ر.س13.0m from 1Q 2020). Profit margin: 8.9% (up from 0.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 31Full year 2020 earnings released: EPS ر.س1.64 (vs ر.س3.03 loss in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ر.س532.1m (flat on FY 2019). Net income: ر.س15.1m (up ر.س43.0m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 14Shareholders Will Be Pleased With The Quality of Saudi Paper Manufacturing's (TADAWUL:2300) EarningsSaudi Paper Manufacturing Company ( TADAWUL:2300 ) just reported healthy earnings but the stock price didn't move much...
Reported Earnings • Mar 08Full year 2020 earnings released: EPS ر.س1.64 (vs ر.س3.03 loss in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ر.س532.1m (flat on FY 2019). Net income: ر.س15.1m (up ر.س43.0m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 02Is Saudi Paper Manufacturing (TADAWUL:2300) A Future Multi-bagger?There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Executive Departure • Feb 04Independent Director has left the companyOn the 1st of February, Fahad bin Al-Sheaibi's tenure as Independent Director ended after 4.6 years in the role. As of September 2020, Fahad bin personally held 22.72k shares (ر.س1.2m worth at the time). Fahad bin is the only executive to leave the company over the last 12 months.
공고 • Jan 12Saudi Paper Manufacturing Co. Approves the Resignation of Fahad Bin Saad Al-Sheaibi as Independent Board MemberSaudi Paper Manufacturing Co. announced that the Board of Director on 11 January 2021 has been approved the resignation of MR. Fahad bin Saad Al-Sheaibi (independent board member) from his position for a personal reasons. The resignation is effected on 01 February 2021.
분석 기사 • Jan 07Saudi Paper Manufacturing (TADAWUL:2300) Has Rewarded Shareholders With An Exceptional 342% Total Return On Their InvestmentWhen you buy shares in a company, there is always a risk that the price drops to zero. But if you pick the right stock...
Is New 90 Day High Low • Nov 10New 90-day high: ر.س67.90The company is up 42% from its price of ر.س47.65 on 12 August 2020. The Saudi market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 5.0% over the same period.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ر.س0.45The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ر.س124.3m (up 2.1% from 3Q 2019). Net income: ر.س4.11m (up ر.س28.4m from 3Q 2019). Profit margin: 3.3% (up from net loss in 3Q 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
Is New 90 Day High Low • Oct 12New 90-day high: ر.س58.80The company is up 64% from its price of ر.س35.90 on 14 July 2020. The Saudi market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 4.0% over the same period.