Luberef (2223) — Financial Analysis & Intrinsic Value · TASIV

Luberef 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

Saudi Aramco Base Oil Company (Luberef) produces and sells Group I and Group II base oils and related by-products, including asphalt, marine fuel oil, and sulfur, to customers across the Middle East, Asia, Africa, and beyond. Founded in 1976 and headquartered in Jeddah, it operates as a subsidiary of Saudi Aramco.

Valuation Model

TASIV estimates this company's intrinsic value using a DCF (Discounted Cash Flow) model. As of TASIV's most recent data refresh, the estimated intrinsic value is SAR 60.20 compared to a market price of SAR 141.40 (Trading significantly above DCF model value). This is an analytical estimate, not investment advice.

Financial Performance

Revenue declined by about 15% over the three-year period, while net income declined considerably faster, down about 43%, indicating that profitability weakened faster than sales. Operating cash flow declined by about 35%, a smaller decline than net income but larger than revenue's. Overall, the company's historical financial performance shows a decline in revenue, profitability, and cash flow over the period, with profitability affected the most.

Dividends

Dividend per share fluctuated over the 4-year recorded period, ranging between SAR 4.08 and SAR 10, and ended at SAR 7.5 versus SAR 10 at the start. Payments have been made on a Semi-Annual basis throughout this period. Overall, the company's per-share dividend has varied year to year without a consistent direction. Current dividend yield is approximately 5.30%, with a payout ratio of approximately 147.97%.

Business Fundamentals

TASIV's Competitive Advantage assessment for this company is High (73/100), based on profitability, predictability, financial strength, and growth resilience.

Similar Companies in This Sector

Frequently Asked Questions

What is the estimated intrinsic value of Luberef (2223) according to TASIV's model?

Based on TASIV's DCF (Discounted Cash Flow) model, the estimated intrinsic value of Luberef is approximately SAR 60.20, compared to a current market price of SAR 141.40. This is an analytical estimate based on the company's financial data, not investment advice or a recommendation to buy or sell.

How does Luberef's current market price compare to TASIV's model value?

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

What is the dividend yield for Luberef (2223)?

Luberef's dividend yield is approximately 5.30%, with a payout ratio of approximately 147.97%, based on TASIV's most recent verified data.

Loading 2223...