Arabian Pipes Co. (2200) — Financial Analysis & Intrinsic Value · TASIV

Arabian Pipes 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

Arabian Pipes Company manufactures and markets longitudinally welded steel pipes used in pipelines and construction projects in Saudi Arabia, and also produces related pipe fittings and accessories. It exports its products to North Africa, the Middle East, and Gulf countries. Founded in 1991, it is based in Riyadh.

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 3.75 compared to a market price of SAR 5.52 (Trading significantly above DCF model value). This is an analytical estimate, not investment advice.

Financial Performance

Revenue and net income followed a similar pattern, both rising in the second year before declining in the third, ending down about 19% and 16% respectively from their starting levels. Operating cash flow moved differently, turning from a small negative figure in the first year to a substantially larger positive figure by the third. Overall, revenue and profitability both declined modestly while cash generation increased substantially over the period.

Dividends

Over the 3 years on record, dividend per share moved both up and down, from SAR 1.5 to a recent SAR 0.17, with a low of SAR 0.15 and a high of SAR 1.5 along the way. Payments have been made on an Annual basis throughout this period. The company's dividend history shows no consistent year-over-year direction. Current dividend yield is approximately 3.08%, with a payout ratio of approximately 38.78%.

Business Fundamentals

TASIV's Competitive Advantage assessment for this company is High (68/100), based on profitability, predictability, financial strength, and growth resilience.

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Frequently Asked Questions

What is the estimated intrinsic value of Arabian Pipes Co. (2200) according to TASIV's model?

Based on TASIV's discounted earnings model, the estimated intrinsic value of Arabian Pipes Co. is approximately SAR 3.75, compared to a current market price of SAR 5.52. This is an analytical estimate based on the company's financial data, not investment advice or a recommendation to buy or sell.

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

According to TASIV's model, Arabian Pipes Co. is currently "Trading significantly above DCF model value".

What is the dividend yield for Arabian Pipes Co. (2200)?

Arabian Pipes Co.'s dividend yield is approximately 3.08%, with a payout ratio of approximately 38.78%, based on TASIV's most recent verified data.

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