View ValuationYAMAMA Cement 향후 성장Future 기준 점검 1/6YAMAMA Cement (는) 각각 연간 0.8% 및 7.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 0.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.8% 로 예상됩니다.핵심 정보0.8%이익 성장률0.72%EPS 성장률Basic Materials 이익 성장14.0%매출 성장률7.3%향후 자기자본이익률8.85%애널리스트 커버리지Low마지막 업데이트22 Apr 2026최근 향후 성장 업데이트Price Target Changed • Feb 23Price target decreased by 8.1% to ر.س35.35Down from ر.س38.45, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ر.س25.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of ر.س2.07 for next year compared to ر.س2.08 last year.Major Estimate Revision • Jun 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.23b to ر.س1.36b. EPS estimate increased from ر.س2.16 to ر.س2.30 per share. Net income forecast to grow 5.5% next year vs 5.4% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س38.18 to ر.س39.57. Share price fell 6.1% to ر.س32.60 over the past week.Major Estimate Revision • Mar 14Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.20b to ر.س1.35b. EPS estimate increased from ر.س2.10 to ر.س2.22 per share. Net income forecast to grow 6.4% next year vs 9.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س36.65 to ر.س38.18. Share price rose 2.4% to ر.س38.80 over the past week.Price Target Changed • Sep 03Price target increased by 7.8% to ر.س38.68Up from ر.س35.89, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ر.س32.05. Stock is down 3.3% over the past year. The company is forecast to post earnings per share of ر.س2.05 for next year compared to ر.س1.50 last year.Major Estimate Revision • Apr 20Consensus EPS estimates increase by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.10b to ر.س1.12b. EPS estimate increased from ر.س1.39 to ر.س1.81 per share. Net income forecast to shrink 7.6% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س37.30 unchanged from last update. Share price was steady at ر.س33.50 over the past week.Price Target Changed • Nov 06Price target increased by 7.2% to ر.س37.74Up from ر.س35.20, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س29.45. Stock is up 4.1% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س1.76 last year.모든 업데이트 보기Recent updates공시 • Apr 14YAMAMA Cement Company Approves Cash Dividend for the Fiscal Year Ended 31 December 2025, Payable on 03 May 2026YAMAMA Cement Company at its Fifty-Seventh Ordinary General Assembly Meeting held on April 13, 2026, Approval of the Board of Directors’ recommendation to distribute cash dividends to shareholders amounting to SAR 202,500,000 for the fiscal year ended 31 December 2025, at SAR 1.00 per share, representing 10% of the nominal value per share. Eligibility shall be for shareholders owning shares at the close of trading on the day of the General Assembly meeting and registered in the shareholders’ register with the Securities Depository Center (Edaa) at the end of the second trading day following the eligibility date. Dividends will be distributed on 03 May 2026.공시 • Mar 25YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)Declared Dividend • Mar 14Dividend of ر.س1.00 announcedDividend of ر.س1.00 is the same as last year. Ex-date: 14th April 2026 Payment date: 3rd May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to decline by 3.2% over the next 2 years. However, it would need to fall by 53% to increase the payout ratio to a potentially unsustainable range.공시 • Mar 13+ 1 more updateYAMAMA Cement Company, Annual General Meeting, Apr 13, 2026YAMAMA Cement Company, Annual General Meeting, Apr 13, 2026, at 18:30 Arab Standard Time. Location: riyadh Saudi ArabiaNew Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Large one-off items impacting financial results.Price Target Changed • Feb 23Price target decreased by 8.1% to ر.س35.35Down from ر.س38.45, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ر.س25.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of ر.س2.07 for next year compared to ر.س2.08 last year.New Risk • Dec 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.분석 기사 • Nov 18Investors Give YAMAMA Cement Company (TADAWUL:3020) Shares A 25% HidingYAMAMA Cement Company ( TADAWUL:3020 ) shareholders that were waiting for something to happen have been dealt a blow...Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: ر.س0.18 (vs ر.س0.48 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.18 (down from ر.س0.48 in 3Q 2024). Revenue: ر.س311.8m (up 9.3% from 3Q 2024). Net income: ر.س35.9m (down 63% from 3Q 2024). Profit margin: 12% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ر.س27.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Basic Materials industry in Saudi Arabia. Negligible returns to shareholders over past three years.분석 기사 • Sep 04YAMAMA Cement (TADAWUL:3020) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ر.س0.60 (vs ر.س0.42 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.60 (up from ر.س0.42 in 2Q 2024). Revenue: ر.س362.4m (up 49% from 2Q 2024). Net income: ر.س121.0m (up 43% from 2Q 2024). Profit margin: 33% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 22YAMAMA Cement Company (TADAWUL:3020) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 15.6x YAMAMA Cement Company ( TADAWUL:3020 ) may be sending bullish...분석 기사 • Jun 20Analysts Are Betting On YAMAMA Cement Company (TADAWUL:3020) With A Big Upgrade This WeekCelebrations may be in order for YAMAMA Cement Company ( TADAWUL:3020 ) shareholders, with the analysts delivering a...Major Estimate Revision • Jun 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.23b to ر.س1.36b. EPS estimate increased from ر.س2.16 to ر.س2.30 per share. Net income forecast to grow 5.5% next year vs 5.4% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س38.18 to ر.س39.57. Share price fell 6.1% to ر.س32.60 over the past week.분석 기사 • Jun 18Should You Be Adding YAMAMA Cement (TADAWUL:3020) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 15We Like These Underlying Return On Capital Trends At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 02First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.57 in 1Q 2024). Revenue: ر.س349.0m (up 28% from 1Q 2024). Net income: ر.س142.1m (up 24% from 1Q 2024). Profit margin: 41% (down from 42% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Apr 08Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 04 May 2025. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Saudi dividend payers (5.3%). Lower than average of industry peers (4.7%).공시 • Mar 25YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025, at 19:00 Arab Standard Time. Location: riyadh Saudi Arabia분석 기사 • Mar 15Industry Analysts Just Upgraded Their YAMAMA Cement Company (TADAWUL:3020) Revenue Forecasts By 12%Shareholders in YAMAMA Cement Company ( TADAWUL:3020 ) may be thrilled to learn that the analysts have just delivered a...Major Estimate Revision • Mar 14Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.20b to ر.س1.35b. EPS estimate increased from ر.س2.10 to ر.س2.22 per share. Net income forecast to grow 6.4% next year vs 9.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س36.65 to ر.س38.18. Share price rose 2.4% to ر.س38.80 over the past week.Reported Earnings • Mar 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.08 (up from ر.س1.50 in FY 2023). Revenue: ر.س1.17b (up 25% from FY 2023). Net income: ر.س420.7m (up 38% from FY 2023). Profit margin: 36% (up from 33% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 19YAMAMA Cement Company's (TADAWUL:3020) Business And Shares Still Trailing The MarketWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...분석 기사 • Dec 05Returns On Capital Are Showing Encouraging Signs At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: ر.س0.48 (vs ر.س0.20 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.20 in 3Q 2023). Revenue: ر.س285.2m (up 35% from 3Q 2023). Net income: ر.س97.9m (up 140% from 3Q 2023). Profit margin: 34% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Oct 29It's A Story Of Risk Vs Reward With YAMAMA Cement Company (TADAWUL:3020)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 26x, you may consider...Price Target Changed • Sep 03Price target increased by 7.8% to ر.س38.68Up from ر.س35.89, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ر.س32.05. Stock is down 3.3% over the past year. The company is forecast to post earnings per share of ر.س2.05 for next year compared to ر.س1.50 last year.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س0.42 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.42 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س243.7m (up 13% from 2Q 2023). Net income: ر.س84.6m (down 14% from 2Q 2023). Profit margin: 35% (down from 46% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.분석 기사 • Aug 02Returns At Yamama Saudi Cement (TADAWUL:3020) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Jul 05There Is A Reason Yamama Saudi Cement Company's (TADAWUL:3020) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 21.2x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.57 (vs ر.س0.56 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.57 (up from ر.س0.56 in 1Q 2023). Revenue: ر.س273.7m (down 3.3% from 1Q 2023). Net income: ر.س115.0m (up 2.3% from 1Q 2023). Profit margin: 42% (up from 40% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ر.س35.00. The fair value is estimated to be ر.س29.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.분석 기사 • Apr 24We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Major Estimate Revision • Apr 20Consensus EPS estimates increase by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.10b to ر.س1.12b. EPS estimate increased from ر.س1.39 to ر.س1.81 per share. Net income forecast to shrink 7.6% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س37.30 unchanged from last update. Share price was steady at ر.س33.50 over the past week.Board Change • Apr 17High number of new directorsChairman of the Board Naif Bin Sultan Bin Mohammed Bin Al-Kabeer was the last director to join the board, commencing their role in 2024.분석 기사 • Mar 27Sentiment Still Eluding Yamama Saudi Cement Company (TADAWUL:3020)With a price-to-earnings (or "P/E") ratio of 22.7x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...공시 • Mar 21Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024, at 18:00 Coordinated Universal Time.분석 기사 • Feb 28We Ran A Stock Scan For Earnings Growth And Yamama Saudi Cement (TADAWUL:3020) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Feb 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.60. The fair value is estimated to be ر.س29.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.Buy Or Sell Opportunity • Feb 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.85. The fair value is estimated to be ر.س29.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.공시 • Feb 14Yamama Saudi Cement Company Proposes Cash Dividends for the Fiscal Year 2023The board of directors of Yamama Cement Company recommended to the General Assembly, in its meeting on February 12, 2024, the distribution of cash dividends for the fiscal year 2023 as follows: Dividend per share is SAR 1.00. The Total amount distributed is SAR 202,500,000.분석 기사 • Jan 15Investors Will Want Yamama Saudi Cement's (TADAWUL:3020) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...분석 기사 • Dec 21Yamama Saudi Cement Company's (TADAWUL:3020) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 24x, you may consider...분석 기사 • Nov 29Should You Be Adding Yamama Saudi Cement (TADAWUL:3020) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Price Target Changed • Nov 06Price target increased by 7.2% to ر.س37.74Up from ر.س35.20, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س29.45. Stock is up 4.1% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س1.76 last year.Reported Earnings • Oct 25Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ر.س0.20 (down from ر.س0.50 in 3Q 2022). Revenue: ر.س211.7m (down 16% from 3Q 2022). Net income: ر.س40.8m (down 60% from 3Q 2022). Profit margin: 19% (down from 40% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.분석 기사 • Sep 15We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: ر.س0.49 (up from ر.س0.45 in 2Q 2022). Revenue: ر.س218.9m (up 4.6% from 2Q 2022). Net income: ر.س98.3m (up 8.4% from 2Q 2022). Profit margin: 45% (up from 43% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 75%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 13Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 29% Above Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Yamama Saudi Cement fair value estimate is ر.س27.80 Yamama...Major Estimate Revision • Jun 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س1.14b to ر.س1.06b. EPS estimate also fell from ر.س2.21 per share to ر.س1.72 per share. Net income forecast to shrink 16% next year vs 38% growth forecast for Basic Materials industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س34.78. Share price was steady at ر.س37.20 over the past week.Major Estimate Revision • Jun 06Consensus EPS estimates increase by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س1.11b to ر.س1.17b. EPS estimate increased from ر.س1.67 to ر.س2.21 per share. Net income forecast to grow 1.8% next year vs 37% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س32.44 to ر.س34.44. Share price was steady at ر.س34.85 over the past week.분석 기사 • Feb 16Investors Met With Slowing Returns on Capital At Yamama Saudi Cement (TADAWUL:3020)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Major Estimate Revision • Feb 07Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from ر.س1.82 to ر.س1.62 per share. Revenue forecast steady at ر.س990.5m. Net income forecast to grow 47% next year vs 41% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س33.24 to ر.س32.44. Share price fell 3.1% to ر.س27.80 over the past week.분석 기사 • Jan 23Estimating The Fair Value Of Yamama Saudi Cement Company (TADAWUL:3020)Key Insights Yamama Saudi Cement's estimated fair value is ر.س23.5 based on 2 Stage Free Cash Flow to Equity Current...Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ر.س34.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.Reported Earnings • Oct 26Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ر.س0.50 (up from ر.س0.20 in 3Q 2021). Revenue: ر.س253.4m (up 49% from 3Q 2021). Net income: ر.س101.3m (up 154% from 3Q 2021). Profit margin: 40% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.분석 기사 • Oct 26Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ر.س1.00 to ر.س2.01. Revenue forecast unchanged at ر.س947.0m. Net income forecast to grow 88% next year vs 44% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س30.78 unchanged from last update. Share price rose 2.6% to ر.س29.50 over the past week.분석 기사 • Sep 06Is Yamama Saudi Cement Company (TADAWUL:3020) Potentially Undervalued?Yamama Saudi Cement Company ( TADAWUL:3020 ), is not the largest company out there, but it saw a decent share price...분석 기사 • Aug 08Yamama Saudi Cement's (TADAWUL:3020) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsInvestors were disappointed by Yamama Saudi Cement Company's ( TADAWUL:3020 ) latest earnings release. Our analysis has...Reported Earnings • Aug 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ر.س209.3m (up 3.3% from 2Q 2021). Net income: ر.س90.7m (up 17% from 2Q 2021). Profit margin: 43% (up from 38% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 3.3% growth forecast for the industry in Saudi Arabia.Price Target Changed • Jul 29Price target increased to ر.س30.78Up from ر.س28.62, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س29.35. Stock is down 13% over the past year. The company is forecast to post earnings per share of ر.س1.00 for next year compared to ر.س0.79 last year.분석 기사 • Jun 28The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • May 11Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Yamama Saudi Cement Company ( TADAWUL:3020 ) from its intrinsic value? Using the most recent financial...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 22First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ر.س0.15 (down from ر.س0.27 in 1Q 2021). Revenue: ر.س221.6m (up 23% from 1Q 2021). Net income: ر.س29.6m (down 46% from 1Q 2021). Profit margin: 13% (down from 30% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 5.3%, compared to a 1.4% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 13The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...공시 • Mar 04Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022, at 15:30 Coordinated Universal Time.Price Target Changed • Feb 24Price target decreased to ر.س25.43Down from ر.س28.19, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ر.س25.65. Stock is down 15% over the past year. The company is forecast to post earnings per share of ر.س0.97 for next year compared to ر.س0.79 last year.Reported Earnings • Feb 21Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: ر.س735.8m (down 16% from FY 2020). Net income: ر.س160.6m (down 56% from FY 2020). Profit margin: 22% (down from 41% in FY 2020). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 14% while the industry in Saudi Arabia is not expected to grow. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 28Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ر.س0.20 (vs ر.س0.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س170.7m (down 22% from 3Q 2020). Net income: ر.س40.0m (down 49% from 3Q 2020). Profit margin: 23% (down from 36% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 10Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS ر.س0.38 (vs ر.س0.25 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س202.6m (up 21% from 2Q 2020). Net income: ر.س77.7m (up 53% from 2Q 2020). Profit margin: 38% (up from 30% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.분석 기사 • May 27Are Investors Undervaluing Yamama Saudi Cement Company (TADAWUL:3020) By 30%?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company ( TADAWUL:3020 ) by taking...Reported Earnings • Apr 26First quarter 2021 earnings released: EPS ر.س0.27 (vs ر.س0.61 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س180.3m (down 38% from 1Q 2020). Net income: ر.س54.9m (down 56% from 1Q 2020). Profit margin: 30% (down from 43% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 03Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • Mar 16Yamama Saudi Cement Company (TADAWUL:3020) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Yamama Saudi Cement's (TADAWUL:3020) stock is up by a considerable 18% over the past three months. However, we wonder...Is New 90 Day High Low • Mar 04New 90-day high: ر.س34.00The company is up 21% from its price of ر.س28.20 on 03 December 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س42.84 per share.공시 • Mar 02Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021.분석 기사 • Feb 26An Intrinsic Calculation For Yamama Saudi Cement Company (TADAWUL:3020) Suggests It's 25% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Yamama Saudi Cement...공시 • Feb 10Yamama Saudi Cement Company to Report Fiscal Year 2020 Results on Feb 10, 2021Yamama Saudi Cement Company announced that they will report fiscal year 2020 results on Feb 10, 2021분석 기사 • Feb 08Here's Why I Think Yamama Saudi Cement (TADAWUL:3020) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Jan 20The Yamama Saudi Cement (TADAWUL:3020) Share Price Is Up 76% And Shareholders Are Holding OnOne simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with...Is New 90 Day High Low • Jan 18New 90-day high: ر.س30.80The company is up 10.0% from its price of ر.س27.90 on 20 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س38.35 per share.분석 기사 • Jan 03What Do The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Dec 18New 90-day high: ر.س28.70The company is up 16% from its price of ر.س24.82 on 17 September 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س56.30 per share.분석 기사 • Dec 16Yamama Saudi Cement Company (TADAWUL:3020) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Yamama Saudi Cement (TADAWUL:3020) has had a great run on the share market with its stock up by a significant 13% over...분석 기사 • Nov 27Is There An Opportunity With Yamama Saudi Cement Company's (TADAWUL:3020) 38% Undervaluation?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company (TADAWUL:3020) by...Is New 90 Day High Low • Nov 24New 90-day high: ر.س28.75The company is up 16% from its price of ر.س24.86 on 26 August 2020. The Saudi market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س46.03 per share.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س327.3m, up 76% from the prior year. Total revenue was ر.س905.4m over the last 12 months, up 25% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 23Third-quarter earnings released: Earnings beat expectations, revenue disappointsThird-quarter revenue missed analyst estimates by 2.0% at ر.س217.5m. Earnings per share (EPS) exceeded analyst estimates by 2.7% at ر.س0.38. Revenue is expected to shrink by 2.1% over the next year, compared to a 5.6% decline forecast for the Basic Materials industry in Saudi Arabia.Price Target Changed • Oct 21Price target raised to ر.س25.63Up from ر.س23.30, the current price target is an average from 2 analysts. The new target price is 8.1% below the current share price of ر.س27.90. As of last close, the stock is up 31% over the past year.공시 • Oct 20Yamama Saudi Cement Company to Report Nine Months, 2020 Results on Oct 20, 2020Yamama Saudi Cement Company announced that they will report nine months, 2020 results on Oct 20, 2020이익 및 매출 성장 예측SASE:3020 - 애널리스트 향후 추정치 및 과거 재무 데이터 (SAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,725499460673112/31/20271,636468459664212/31/20261,53843845652913/31/20261,4144851418N/A12/31/20251,423483183599N/A9/30/20251,394422-1861N/A6/30/20251,367484-248828N/A3/31/20251,248448-375706N/A12/31/20241,173421-401584N/A9/30/20241,027350-198376N/A6/30/2024954293-68292N/A3/31/2024929307-89231N/A12/31/2023935304-19487N/A9/30/20231,045386-136121N/A6/30/20231,0824466314N/A3/31/20231,066439137423N/A12/31/20221,008356248518N/A9/30/2022856203161478N/A6/30/202277814148293N/A3/31/202277712830338N/A12/31/2021736154125470N/A9/30/2021803308173470N/A6/30/2021882363341677N/A3/31/2021846336401742N/A12/31/2020956406270709N/A9/30/2020943348182670N/A6/30/2020880307-4506N/A3/31/2020878310-137389N/A12/31/2019802256N/A381N/A9/30/2019726185N/A273N/A6/30/201964784N/A212N/A3/31/2019594-5N/A225N/A12/31/2018521-52N/A168N/A9/30/2018530-47N/A254N/A6/30/201858629N/A314N/A3/31/201866977N/A300N/A12/31/2017748104N/A367N/A9/30/2017812127N/A358N/A6/30/2017883154N/A411N/A3/31/2017969258N/A443N/A12/31/20161,125358N/A473N/A9/30/20161,244476N/A625N/A6/30/20161,289515N/A653N/A3/31/20161,348590N/A732N/A12/31/20151,311615N/A707N/A9/30/20151,277614N/A643N/A6/30/20151,274656N/A654N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3020 의 연간 예상 수익 증가율(0.8%)이 saving rate(15.1%) 미만입니다.수익 vs 시장: 3020 의 연간 수익(0.8%)이 SA 시장(6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3020 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3020 의 수익(연간 7.3%)이 SA 시장(연간 0.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3020 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3020의 자본 수익률은 3년 후 8.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 08:32종가2026/05/21 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 소스YAMAMA Cement Company는 15명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jassim Al-JubranAljazira Capital Companynull nullAl Rajhi CapitalMohamad HaidarArqaam Capital Research Offshore S.A.L.12명의 분석가 더 보기
Price Target Changed • Feb 23Price target decreased by 8.1% to ر.س35.35Down from ر.س38.45, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ر.س25.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of ر.س2.07 for next year compared to ر.س2.08 last year.
Major Estimate Revision • Jun 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.23b to ر.س1.36b. EPS estimate increased from ر.س2.16 to ر.س2.30 per share. Net income forecast to grow 5.5% next year vs 5.4% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س38.18 to ر.س39.57. Share price fell 6.1% to ر.س32.60 over the past week.
Major Estimate Revision • Mar 14Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.20b to ر.س1.35b. EPS estimate increased from ر.س2.10 to ر.س2.22 per share. Net income forecast to grow 6.4% next year vs 9.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س36.65 to ر.س38.18. Share price rose 2.4% to ر.س38.80 over the past week.
Price Target Changed • Sep 03Price target increased by 7.8% to ر.س38.68Up from ر.س35.89, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ر.س32.05. Stock is down 3.3% over the past year. The company is forecast to post earnings per share of ر.س2.05 for next year compared to ر.س1.50 last year.
Major Estimate Revision • Apr 20Consensus EPS estimates increase by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.10b to ر.س1.12b. EPS estimate increased from ر.س1.39 to ر.س1.81 per share. Net income forecast to shrink 7.6% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س37.30 unchanged from last update. Share price was steady at ر.س33.50 over the past week.
Price Target Changed • Nov 06Price target increased by 7.2% to ر.س37.74Up from ر.س35.20, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س29.45. Stock is up 4.1% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س1.76 last year.
공시 • Apr 14YAMAMA Cement Company Approves Cash Dividend for the Fiscal Year Ended 31 December 2025, Payable on 03 May 2026YAMAMA Cement Company at its Fifty-Seventh Ordinary General Assembly Meeting held on April 13, 2026, Approval of the Board of Directors’ recommendation to distribute cash dividends to shareholders amounting to SAR 202,500,000 for the fiscal year ended 31 December 2025, at SAR 1.00 per share, representing 10% of the nominal value per share. Eligibility shall be for shareholders owning shares at the close of trading on the day of the General Assembly meeting and registered in the shareholders’ register with the Securities Depository Center (Edaa) at the end of the second trading day following the eligibility date. Dividends will be distributed on 03 May 2026.
공시 • Mar 25YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)YAMAMA Cement Company(SASE:3020) dropped from FTSE All-World Index (USD)
Declared Dividend • Mar 14Dividend of ر.س1.00 announcedDividend of ر.س1.00 is the same as last year. Ex-date: 14th April 2026 Payment date: 3rd May 2026 Dividend yield will be 4.2%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to decline by 3.2% over the next 2 years. However, it would need to fall by 53% to increase the payout ratio to a potentially unsustainable range.
공시 • Mar 13+ 1 more updateYAMAMA Cement Company, Annual General Meeting, Apr 13, 2026YAMAMA Cement Company, Annual General Meeting, Apr 13, 2026, at 18:30 Arab Standard Time. Location: riyadh Saudi Arabia
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Large one-off items impacting financial results.
Price Target Changed • Feb 23Price target decreased by 8.1% to ر.س35.35Down from ر.س38.45, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ر.س25.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of ر.س2.07 for next year compared to ر.س2.08 last year.
New Risk • Dec 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
분석 기사 • Nov 18Investors Give YAMAMA Cement Company (TADAWUL:3020) Shares A 25% HidingYAMAMA Cement Company ( TADAWUL:3020 ) shareholders that were waiting for something to happen have been dealt a blow...
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: ر.س0.18 (vs ر.س0.48 in 3Q 2024)Third quarter 2025 results: EPS: ر.س0.18 (down from ر.س0.48 in 3Q 2024). Revenue: ر.س311.8m (up 9.3% from 3Q 2024). Net income: ر.س35.9m (down 63% from 3Q 2024). Profit margin: 12% (down from 34% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ر.س27.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Basic Materials industry in Saudi Arabia. Negligible returns to shareholders over past three years.
분석 기사 • Sep 04YAMAMA Cement (TADAWUL:3020) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ر.س0.60 (vs ر.س0.42 in 2Q 2024)Second quarter 2025 results: EPS: ر.س0.60 (up from ر.س0.42 in 2Q 2024). Revenue: ر.س362.4m (up 49% from 2Q 2024). Net income: ر.س121.0m (up 43% from 2Q 2024). Profit margin: 33% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 22YAMAMA Cement Company (TADAWUL:3020) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 15.6x YAMAMA Cement Company ( TADAWUL:3020 ) may be sending bullish...
분석 기사 • Jun 20Analysts Are Betting On YAMAMA Cement Company (TADAWUL:3020) With A Big Upgrade This WeekCelebrations may be in order for YAMAMA Cement Company ( TADAWUL:3020 ) shareholders, with the analysts delivering a...
Major Estimate Revision • Jun 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.23b to ر.س1.36b. EPS estimate increased from ر.س2.16 to ر.س2.30 per share. Net income forecast to grow 5.5% next year vs 5.4% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س38.18 to ر.س39.57. Share price fell 6.1% to ر.س32.60 over the past week.
분석 기사 • Jun 18Should You Be Adding YAMAMA Cement (TADAWUL:3020) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • May 15We Like These Underlying Return On Capital Trends At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: ر.س0.70 (vs ر.س0.57 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.70 (up from ر.س0.57 in 1Q 2024). Revenue: ر.س349.0m (up 28% from 1Q 2024). Net income: ر.س142.1m (up 24% from 1Q 2024). Profit margin: 41% (down from 42% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 08Upcoming dividend of ر.س1.00 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 04 May 2025. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Saudi dividend payers (5.3%). Lower than average of industry peers (4.7%).
공시 • Mar 25YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025YAMAMA Cement Company, Annual General Meeting, Apr 14, 2025, at 19:00 Arab Standard Time. Location: riyadh Saudi Arabia
분석 기사 • Mar 15Industry Analysts Just Upgraded Their YAMAMA Cement Company (TADAWUL:3020) Revenue Forecasts By 12%Shareholders in YAMAMA Cement Company ( TADAWUL:3020 ) may be thrilled to learn that the analysts have just delivered a...
Major Estimate Revision • Mar 14Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.20b to ر.س1.35b. EPS estimate increased from ر.س2.10 to ر.س2.22 per share. Net income forecast to grow 6.4% next year vs 9.7% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س36.65 to ر.س38.18. Share price rose 2.4% to ر.س38.80 over the past week.
Reported Earnings • Mar 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ر.س2.08 (up from ر.س1.50 in FY 2023). Revenue: ر.س1.17b (up 25% from FY 2023). Net income: ر.س420.7m (up 38% from FY 2023). Profit margin: 36% (up from 33% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 19YAMAMA Cement Company's (TADAWUL:3020) Business And Shares Still Trailing The MarketWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...
분석 기사 • Dec 05Returns On Capital Are Showing Encouraging Signs At YAMAMA Cement (TADAWUL:3020)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: ر.س0.48 (vs ر.س0.20 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.48 (up from ر.س0.20 in 3Q 2023). Revenue: ر.س285.2m (up 35% from 3Q 2023). Net income: ر.س97.9m (up 140% from 3Q 2023). Profit margin: 34% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Oct 29It's A Story Of Risk Vs Reward With YAMAMA Cement Company (TADAWUL:3020)When close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 26x, you may consider...
Price Target Changed • Sep 03Price target increased by 7.8% to ر.س38.68Up from ر.س35.89, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ر.س32.05. Stock is down 3.3% over the past year. The company is forecast to post earnings per share of ر.س2.05 for next year compared to ر.س1.50 last year.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س0.42 (vs ر.س0.49 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.42 (down from ر.س0.49 in 2Q 2023). Revenue: ر.س243.7m (up 13% from 2Q 2023). Net income: ر.س84.6m (down 14% from 2Q 2023). Profit margin: 35% (down from 46% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 02Returns At Yamama Saudi Cement (TADAWUL:3020) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Jul 05There Is A Reason Yamama Saudi Cement Company's (TADAWUL:3020) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 21.2x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ر.س0.57 (vs ر.س0.56 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.57 (up from ر.س0.56 in 1Q 2023). Revenue: ر.س273.7m (down 3.3% from 1Q 2023). Net income: ر.س115.0m (up 2.3% from 1Q 2023). Profit margin: 42% (up from 40% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ر.س35.00. The fair value is estimated to be ر.س29.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
분석 기사 • Apr 24We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Major Estimate Revision • Apr 20Consensus EPS estimates increase by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.10b to ر.س1.12b. EPS estimate increased from ر.س1.39 to ر.س1.81 per share. Net income forecast to shrink 7.6% next year vs 18% decline forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س37.30 unchanged from last update. Share price was steady at ر.س33.50 over the past week.
Board Change • Apr 17High number of new directorsChairman of the Board Naif Bin Sultan Bin Mohammed Bin Al-Kabeer was the last director to join the board, commencing their role in 2024.
분석 기사 • Mar 27Sentiment Still Eluding Yamama Saudi Cement Company (TADAWUL:3020)With a price-to-earnings (or "P/E") ratio of 22.7x Yamama Saudi Cement Company ( TADAWUL:3020 ) may be sending bullish...
공시 • Mar 21Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024Yamama Saudi Cement Company, Annual General Meeting, Mar 25, 2024, at 18:00 Coordinated Universal Time.
분석 기사 • Feb 28We Ran A Stock Scan For Earnings Growth And Yamama Saudi Cement (TADAWUL:3020) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Feb 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.60. The fair value is estimated to be ر.س29.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.
Buy Or Sell Opportunity • Feb 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ر.س35.85. The fair value is estimated to be ر.س29.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 4.2%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 9.7% in the next 2 years.
공시 • Feb 14Yamama Saudi Cement Company Proposes Cash Dividends for the Fiscal Year 2023The board of directors of Yamama Cement Company recommended to the General Assembly, in its meeting on February 12, 2024, the distribution of cash dividends for the fiscal year 2023 as follows: Dividend per share is SAR 1.00. The Total amount distributed is SAR 202,500,000.
분석 기사 • Jan 15Investors Will Want Yamama Saudi Cement's (TADAWUL:3020) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 • Dec 21Yamama Saudi Cement Company's (TADAWUL:3020) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 24x, you may consider...
분석 기사 • Nov 29Should You Be Adding Yamama Saudi Cement (TADAWUL:3020) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Price Target Changed • Nov 06Price target increased by 7.2% to ر.س37.74Up from ر.س35.20, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ر.س29.45. Stock is up 4.1% over the past year. The company is forecast to post earnings per share of ر.س1.65 for next year compared to ر.س1.76 last year.
Reported Earnings • Oct 25Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ر.س0.20 (down from ر.س0.50 in 3Q 2022). Revenue: ر.س211.7m (down 16% from 3Q 2022). Net income: ر.س40.8m (down 60% from 3Q 2022). Profit margin: 19% (down from 40% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
분석 기사 • Sep 15We Like These Underlying Return On Capital Trends At Yamama Saudi Cement (TADAWUL:3020)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: ر.س0.49 (up from ر.س0.45 in 2Q 2022). Revenue: ر.س218.9m (up 4.6% from 2Q 2022). Net income: ر.س98.3m (up 8.4% from 2Q 2022). Profit margin: 45% (up from 43% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 75%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 13Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 29% Above Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Yamama Saudi Cement fair value estimate is ر.س27.80 Yamama...
Major Estimate Revision • Jun 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ر.س1.14b to ر.س1.06b. EPS estimate also fell from ر.س2.21 per share to ر.س1.72 per share. Net income forecast to shrink 16% next year vs 38% growth forecast for Basic Materials industry in Saudi Arabia . Consensus price target broadly unchanged at ر.س34.78. Share price was steady at ر.س37.20 over the past week.
Major Estimate Revision • Jun 06Consensus EPS estimates increase by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ر.س1.11b to ر.س1.17b. EPS estimate increased from ر.س1.67 to ر.س2.21 per share. Net income forecast to grow 1.8% next year vs 37% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target up from ر.س32.44 to ر.س34.44. Share price was steady at ر.س34.85 over the past week.
분석 기사 • Feb 16Investors Met With Slowing Returns on Capital At Yamama Saudi Cement (TADAWUL:3020)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from ر.س1.82 to ر.س1.62 per share. Revenue forecast steady at ر.س990.5m. Net income forecast to grow 47% next year vs 41% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target down from ر.س33.24 to ر.س32.44. Share price fell 3.1% to ر.س27.80 over the past week.
분석 기사 • Jan 23Estimating The Fair Value Of Yamama Saudi Cement Company (TADAWUL:3020)Key Insights Yamama Saudi Cement's estimated fair value is ر.س23.5 based on 2 Stage Free Cash Flow to Equity Current...
Buying Opportunity • Nov 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ر.س34.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.
Reported Earnings • Oct 26Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ر.س0.50 (up from ر.س0.20 in 3Q 2021). Revenue: ر.س253.4m (up 49% from 3Q 2021). Net income: ر.س101.3m (up 154% from 3Q 2021). Profit margin: 40% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
분석 기사 • Oct 26Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ر.س1.00 to ر.س2.01. Revenue forecast unchanged at ر.س947.0m. Net income forecast to grow 88% next year vs 44% growth forecast for Basic Materials industry in Saudi Arabia. Consensus price target of ر.س30.78 unchanged from last update. Share price rose 2.6% to ر.س29.50 over the past week.
분석 기사 • Sep 06Is Yamama Saudi Cement Company (TADAWUL:3020) Potentially Undervalued?Yamama Saudi Cement Company ( TADAWUL:3020 ), is not the largest company out there, but it saw a decent share price...
분석 기사 • Aug 08Yamama Saudi Cement's (TADAWUL:3020) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsInvestors were disappointed by Yamama Saudi Cement Company's ( TADAWUL:3020 ) latest earnings release. Our analysis has...
Reported Earnings • Aug 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ر.س209.3m (up 3.3% from 2Q 2021). Net income: ر.س90.7m (up 17% from 2Q 2021). Profit margin: 43% (up from 38% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 3.3% growth forecast for the industry in Saudi Arabia.
Price Target Changed • Jul 29Price target increased to ر.س30.78Up from ر.س28.62, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ر.س29.35. Stock is down 13% over the past year. The company is forecast to post earnings per share of ر.س1.00 for next year compared to ر.س0.79 last year.
분석 기사 • Jun 28The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 • May 11Yamama Saudi Cement Company (TADAWUL:3020) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Yamama Saudi Cement Company ( TADAWUL:3020 ) from its intrinsic value? Using the most recent financial...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Abdullah Mohammed Al-Bahouth was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 22First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ر.س0.15 (down from ر.س0.27 in 1Q 2021). Revenue: ر.س221.6m (up 23% from 1Q 2021). Net income: ر.س29.6m (down 46% from 1Q 2021). Profit margin: 13% (down from 30% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 5.3%, compared to a 1.4% growth forecast for the industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 13The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Don't Inspire ConfidenceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
공시 • Mar 04Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2022, at 15:30 Coordinated Universal Time.
Price Target Changed • Feb 24Price target decreased to ر.س25.43Down from ر.س28.19, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ر.س25.65. Stock is down 15% over the past year. The company is forecast to post earnings per share of ر.س0.97 for next year compared to ر.س0.79 last year.
Reported Earnings • Feb 21Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: ر.س735.8m (down 16% from FY 2020). Net income: ر.س160.6m (down 56% from FY 2020). Profit margin: 22% (down from 41% in FY 2020). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 14% while the industry in Saudi Arabia is not expected to grow. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 28Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ر.س0.20 (vs ر.س0.38 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ر.س170.7m (down 22% from 3Q 2020). Net income: ر.س40.0m (down 49% from 3Q 2020). Profit margin: 23% (down from 36% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 10Yamama Saudi Cement (TADAWUL:3020) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS ر.س0.38 (vs ر.س0.25 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س202.6m (up 21% from 2Q 2020). Net income: ر.س77.7m (up 53% from 2Q 2020). Profit margin: 38% (up from 30% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 27Are Investors Undervaluing Yamama Saudi Cement Company (TADAWUL:3020) By 30%?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company ( TADAWUL:3020 ) by taking...
Reported Earnings • Apr 26First quarter 2021 earnings released: EPS ر.س0.27 (vs ر.س0.61 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ر.س180.3m (down 38% from 1Q 2020). Net income: ر.س54.9m (down 56% from 1Q 2020). Profit margin: 30% (down from 43% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 03Investors Could Be Concerned With Yamama Saudi Cement's (TADAWUL:3020) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
분석 기사 • Mar 16Yamama Saudi Cement Company (TADAWUL:3020) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Yamama Saudi Cement's (TADAWUL:3020) stock is up by a considerable 18% over the past three months. However, we wonder...
Is New 90 Day High Low • Mar 04New 90-day high: ر.س34.00The company is up 21% from its price of ر.س28.20 on 03 December 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س42.84 per share.
공시 • Mar 02Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021Yamama Saudi Cement Company, Annual General Meeting, Mar 28, 2021.
분석 기사 • Feb 26An Intrinsic Calculation For Yamama Saudi Cement Company (TADAWUL:3020) Suggests It's 25% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Yamama Saudi Cement...
공시 • Feb 10Yamama Saudi Cement Company to Report Fiscal Year 2020 Results on Feb 10, 2021Yamama Saudi Cement Company announced that they will report fiscal year 2020 results on Feb 10, 2021
분석 기사 • Feb 08Here's Why I Think Yamama Saudi Cement (TADAWUL:3020) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Jan 20The Yamama Saudi Cement (TADAWUL:3020) Share Price Is Up 76% And Shareholders Are Holding OnOne simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with...
Is New 90 Day High Low • Jan 18New 90-day high: ر.س30.80The company is up 10.0% from its price of ر.س27.90 on 20 October 2020. The Saudi market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س38.35 per share.
분석 기사 • Jan 03What Do The Returns On Capital At Yamama Saudi Cement (TADAWUL:3020) Tell Us?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Dec 18New 90-day high: ر.س28.70The company is up 16% from its price of ر.س24.82 on 17 September 2020. The Saudi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س56.30 per share.
분석 기사 • Dec 16Yamama Saudi Cement Company (TADAWUL:3020) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?Yamama Saudi Cement (TADAWUL:3020) has had a great run on the share market with its stock up by a significant 13% over...
분석 기사 • Nov 27Is There An Opportunity With Yamama Saudi Cement Company's (TADAWUL:3020) 38% Undervaluation?In this article we are going to estimate the intrinsic value of Yamama Saudi Cement Company (TADAWUL:3020) by...
Is New 90 Day High Low • Nov 24New 90-day high: ر.س28.75The company is up 16% from its price of ر.س24.86 on 26 August 2020. The Saudi market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س46.03 per share.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ر.س327.3m, up 76% from the prior year. Total revenue was ر.س905.4m over the last 12 months, up 25% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 23Third-quarter earnings released: Earnings beat expectations, revenue disappointsThird-quarter revenue missed analyst estimates by 2.0% at ر.س217.5m. Earnings per share (EPS) exceeded analyst estimates by 2.7% at ر.س0.38. Revenue is expected to shrink by 2.1% over the next year, compared to a 5.6% decline forecast for the Basic Materials industry in Saudi Arabia.
Price Target Changed • Oct 21Price target raised to ر.س25.63Up from ر.س23.30, the current price target is an average from 2 analysts. The new target price is 8.1% below the current share price of ر.س27.90. As of last close, the stock is up 31% over the past year.
공시 • Oct 20Yamama Saudi Cement Company to Report Nine Months, 2020 Results on Oct 20, 2020Yamama Saudi Cement Company announced that they will report nine months, 2020 results on Oct 20, 2020