Price (90d)
$83.09Signal Score (90d)
100Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $6.30B | $683.78M | $6.27 |
| 2024 | $5.89B | $731.38M | $6.67 |
| 2023 | $5.10B | $522.54M | $4.55 |
| 2022 | $4.54B | $662.15M | $5.74 |
| 2021 | $4.72B | $824.86M | $7.34 |
Social Signal Score
Earnings
Wed, Oct 28(in 2 months)
Consensus estimate $1.55 per share
Typical surprise +6.1% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$1.42 vs $1.33beat
- Wed, Apr 22$1.45 vs $1.38beat
- Wed, Jan 28$1.75 vs $1.65beat
- Wed, Oct 22$1.95 vs $1.85beat
- Wed, Jul 30$1.71 vs $1.61beat
- Wed, Apr 23$0.49 vs $1.64miss
Estimates and results for SF via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SF's reported EPS growth of -3.9% a year over 4 years.
- EPS in 5 years
- $5.45
- Implied price
- $70.88
- Return from $85.62
- -3.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $35.24 — -58.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 9 | 11 | 13 | 15 | 17 |
|---|---|---|---|---|---|
| -13.9% | -19.8% | -16.6% | -13.7% | -11.2% | -9.0% |
| -8.9% | -15.2% | -11.7% | -8.7% | -6.1% | -3.7% |
| -3.9% | -10.5% | -6.9% | -3.7% | -0.9% | 1.6% |
| 1.1% | -5.9% | -2.0% | 1.3% | 4.2% | 6.9% |
| 6.1% | -1.2% | 2.8% | 6.3% | 9.4% | 12.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (2)
- News (RSS)scmp·2d ago·Neutral
SF Reit’s distributable income falls 7.3% in first half as occupancy holds steady SF Reit, Hong Kong’s first real estate investment trust to focus on logistics properties, saw its distributable income fall by 7.3 per cent year on year to HK$110.7 million (US$14.11 million) in the first half of the year. The firm – which is controlled by the Chinese logistics giant SF Holding – recorded total revenue of HK$219.3 million for the first six months of 2026, down 4.6 per cent from a year earlier, acco…
View source ↗ - 4chan /biz/biz·13d ago·Neutral
My capacity for conspicuous consumption has been slowly drying up. It's not as bad as when I first got out of school in terms of counting pennies and waiting until the absolute last day to pay utility bills, but I still can't do much more than a one bedroom apartment and one vehicle. Slowly I have had to make choices in my budget between consumption and savings, but either way that "extra" money will dry up if the trend continues. And I'm a single man with no dependents who makes more than the a
View source ↗