East Pipes Integrated Co. (1321) — Financial Analysis & Intrinsic Value · TASIV

East Pipes Integrated Co. intrinsic value and dividend analysis using DCF, P/B, PEG and PSG models. Includes dividend yield, payout ratio, and dividend sustainability assessment. Sector: Materials. Listed on Saudi Exchange Tadawul.

Company Overview

East Pipes Integrated Company for Industry, formerly known as Welspun Middle East Pipes LLC, provides pipe coating services for the water, oil, and gas sectors. It offers double-jointing and coating solutions for steel pipes along with laboratory, technical support, and yard management services, and also processes and polishes metals. Founded in 2010, the company is headquartered in Dammam.

Valuation Model

TASIV estimates this company's intrinsic value using a discounted earnings model. As of TASIV's most recent data refresh, the estimated intrinsic value is SAR 389.74 compared to a market price of SAR 205.50 (Trading significantly below DCF model value). This is an analytical estimate, not investment advice.

Financial Performance

Revenue increased by about 49% over the three-year period, while net income grew more than twice as fast, by about 114%. Operating cash flow grew far faster than either metric, rising from a small base of about SAR 10.7 million to roughly SAR 973.1 million, a far steeper increase than the growth in revenue or net income. Overall, the company's historical financial performance shows growth across all three metrics, with operating cash flow expanding by far the most from a small starting level.

Dividends

Dividend per share rose every year over the 3-year recorded period, from SAR 1 to SAR 4.5, an increase of about 350%. Payments have been made on a Semi-Annual basis throughout this period. Overall, dividend per share has grown consistently across the recorded period. Current dividend yield is approximately 2.19%, with a payout ratio of approximately 24.73%.

Business Fundamentals

TASIV's Competitive Advantage assessment for this company is High (89/100), based on profitability, predictability, financial strength, and growth resilience.

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Frequently Asked Questions

What is the estimated intrinsic value of East Pipes Integrated Co. (1321) according to TASIV's model?

Based on TASIV's discounted earnings model, the estimated intrinsic value of East Pipes Integrated Co. is approximately SAR 389.74, compared to a current market price of SAR 205.50. This is an analytical estimate based on the company's financial data, not investment advice or a recommendation to buy or sell.

How does East Pipes Integrated Co.'s current market price compare to TASIV's model value?

According to TASIV's model, East Pipes Integrated Co. is currently "Trading significantly below DCF model value".

What is the dividend yield for East Pipes Integrated Co. (1321)?

East Pipes Integrated Co.'s dividend yield is approximately 2.19%, with a payout ratio of approximately 24.73%, based on TASIV's most recent verified data.

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