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Arabian Pipes Company (2200) Fair Value & Analysis

Basic Materials · SA · Market cap 1.6B SAR

AP Arabian Pipes Company 2200 · SR
Price6.50 SAR
Fair Value6.97 SAR
Upside+7.2%
Quality56/100
Mixed Growth
Solidly profitable · 11.0% net margin
Low debt · generates free cash flow
2.73% dividend yield
Ranks above peers (12/14)
Moderate moat 57/100
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Evidence: High Range 5.11 SAR – 8.82 SAR Share as image

Fair value as of: Aug 5, 2026

From 26 valuation models · updated today

Share price −3.8% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 5.11 SAR (bear) to 8.82 SAR (bull), base 6.97 SAR. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 56/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

10.30 SAR 1.58 SAR Fair Value 6.97 SAR Oct 2019 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 5, 2026.

How to read this chart

60‑month range 1.58 SAR – 10.30 SAR · fair‑value band 5.11 SAR – 8.82 SAR · the 6.50 SAR price screens below the 6.97 SAR fair value. Dashed = 300-day average. As of Aug 5, 2026.

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Analysis

Arabian Pipes Company (2200) currently trades at 6.50 SAR, while our model-based Fair Value estimate is 6.97 SAR, implying the stock looks roughly 7.2% fairly valued today. We read business quality at 56/100 (solid quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Arabian Pipes Company generated revenue of 820M SAR at a net margin of 11.0%. Revenue declined 21.8% year over year. It earns a return on equity of 19.0%. Net debt stands at 115M SAR. Fundamentals as of Aug 5, 2026

Our scenario range runs from 5.11 SAR (bear case) to 8.82 SAR (bull case); at 6.50 SAR, the current price sits within that range. The share trades about 16% below its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -25% fair-value upside, at 7%, 2200 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 8.39 SAR 12.42 SAR 17.83 SAR 80
Residual Income 2.53 SAR 3.47 SAR 14.71 SAR 76
Rev-Margin DCF 6.44 SAR 9.86 SAR 13.99 SAR 74
All 26 models by family
DCF Models
FCF DCF 8.40 SAR 12.73 SAR 18.79 SAR 38
Owner Earnings 5.05 SAR 7.63 SAR 11.25 SAR 31
5Y Revenue Exit 6.44 SAR 9.81 SAR 14.09 SAR 39
5Y EBITDA Exit 7.26 SAR 11.40 SAR 16.27 SAR 41
5Y P/E Exit 6.93 SAR 10.75 SAR 14.83 SAR 38
10Y Revenue Exit 6.99 SAR 10.15 SAR 14.42 SAR 36
10Y EBITDA Exit 7.62 SAR 11.18 SAR 15.99 SAR 37
10Y P/E Exit 7.42 SAR 10.76 SAR 14.95 SAR 35
Earnings-Based
Graham-Dodd 3.00 SAR 10.95 SAR 14.77 SAR 54
Lynch FV 2.60 SAR 3.72 SAR 4.84 SAR 50
PEG = 1.0 2.60 SAR 3.72 SAR 4.84 SAR 46
EPV 4.29 SAR 4.87 SAR 5.35 SAR 59
Dividend Discount
Gordon GGM 0.7000 SAR 1.26 SAR 1.73 SAR 70
DDM Multi-Stage 0.7000 SAR 1.15 SAR 1.35 SAR 61
Multiples
P/E Multiple 6.63 SAR 8.84 SAR 11.05 SAR 63
P/S Multiple 5.63 SAR 7.51 SAR 9.39 SAR 58
P/B Multiple 4.39 SAR 5.86 SAR 7.32 SAR 55
EV/EBIT 7.99 SAR 10.64 SAR 13.28 SAR 53
EV/EBITDA 7.30 SAR 9.72 SAR 12.13 SAR 54
EV/Revenue 5.41 SAR 7.70 SAR 9.99 SAR 43
Asset-Based
NCAV (Graham) 0.9800 SAR 1.31 SAR 1.95 SAR 50
Growth DCF
Growth DCF 8.39 SAR 12.42 SAR 17.83 SAR 80
Rev-Margin DCF 6.44 SAR 9.86 SAR 13.99 SAR 74
Economic Profit
Residual Income 2.53 SAR 3.47 SAR 14.71 SAR 76
ROIC Compounder 4.62 SAR 5.65 SAR 6.81 SAR 72
Growth Earnings
Growth-Adj P/E 4.77 SAR 6.81 SAR 8.85 SAR 68

Widest divergence: DCF Models (10.75 SAR) versus Dividend Discount (1.15 SAR). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 820M SAR
Revenue growth (YoY) -21.8%
Net margin 11.0%
Return on equity 19.0%
Free cash flow 213M SAR FY2025
P/E ratio 13.9
More key figures
Operating margin 13.0%
EPS (TTM) 0.4500 SAR
Dividend yield 2.7%
EPS growth (YoY) -49.9%
Net debt 115M SAR FY2025

Figures from reported company fundamentals · as of Aug 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 58 · Market factors (momentum, volatility) 60

Profitability 72
Margins and returns on capital today
Quality Growth 20
Are margins and returns improving?
Cashflow 95
Earnings quality: real cash, not paper profit
Fin. Strength 64
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 48
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Arabian Pipes Company engages in the production and marketing of longitudinally welded steel pipes for pipelines and for construction and commercial purposes in the Kingdom of Saudi Arabia. It is also involved in bending, shaping, and threading pipes from the outside and inside, carrying out commercial business such as selling and buying pipes.

Full company description

Arabian Pipes Company engages in the production and marketing of longitudinally welded steel pipes for pipelines and for construction and commercial purposes in the Kingdom of Saudi Arabia. It is also involved in bending, shaping, and threading pipes from the outside and inside, carrying out commercial business such as selling and buying pipes. In addition, the company offers accessories, carrying out pipeline extension works, manufacturing pipes, hoses, plastic pipes, their connections and accessories. Further, it manufactures pipes, pipes, and shapes hollow iron and steel. Additionally, the company exports its products to the North Africa, Middle East, and Gulf countries. Arabian Pipes Company was founded in 1991 and is based in Riyadh, the Kingdom of Saudi Arabia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Arabian Pipes Company reported revenue of 874M SAR in FY2025 versus 389M SAR in FY2021, a compound +22.5%/yr. Reported net income was 110M SAR in FY2025.

Growth Quality 94/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
874M SAR
Latest YoY
−23.2%
Avg. growth/yr (3Y)
+18.0%
Avg. growth/yr (5Y)
+19.3%
Avg. growth/yr (19Y)
+2.1%
Revenue +22.5%/yr
FY21 389M SAR
FY22 532M SAR
FY23 1.1B SAR
FY24 1.1B SAR
FY25 874M SAR
Net income
FY21 −60.1M SAR
FY22 9.0M SAR
FY23 132M SAR
FY24 168M SAR
FY25 110M SAR

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Cite: Fair Value Calculator (2026). "Arabian Pipes Company Fair Value". https://www.fairvalue-calculator.com/stock/2200

Peer Group

Steel · 383 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 56 · Top 25%
Fair Value upside +7% · Above median
Return on equity (TTM) 19% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 13% · Top 25%
Revenue growth -22% · Bottom 25%
Dividend yield (TTM) 2.7% · Above median

Valuation Multiples vs Steel median · lower = cheaper

P/E (TTM) 13.9× · Cheaper than median
P/B 0.85× · Cheaper than median
P/S (TTM) 0.51× · Cheaper than median
P/FCF 2.0× · Pricier than median
EV/EBITDA 2.8× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 43 · sector 24
FUTURE 0 · sector 2
PAST 76 · sector 14
HEALTH 100 · sector 95
DIVIDEND 55 · sector 41

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Steel stocks, each showing price versus our Fair Value estimate (as of Aug 5, 2026).

Stock Price Fair Value vs Fair Value
JSW Steel Limited JSWSTEEL ₹1,227 ₹1,140 -7%
Tata Steel Limited TATASTEEL ₹185.26 ₹147.13 -21%
Baoshan Iron & Steel Co 600019 ¥5.89 ¥8.07 +37%
China Steel Corporation 2002A 38.55 TWD 8.74 TWD -77%
POSCO Holdings 005490 313,500 KRW 155,270 KRW -50%
Companhia Siderúrgica Nacional, SID 13,670 ARS 15,940 ARS +17%
Jindal Steel Limited JINDALSTEL ₹1,028 ₹545.12 -47%
Lloyds Metals and Energy Limited LLOYDSME ₹1,844 ₹1,098 -40%
SSAB AB SSABA kr 96.04 kr 72.43 -25%
Gerdau S.A GGBN 83.50 MXN 42.64 MXN -49%

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Frequently asked questions

Is Arabian Pipes Company (2200) overvalued or undervalued?
As of Aug 5, 2026, our model estimates a fair value of 6.97 SAR versus a price of 6.50 SAR, about +7% (fairly valued).
What is the fair value of 2200?
Our model-based fair value for Arabian Pipes Company is 6.97 SAR (as of Aug 5, 2026), built from audited fundamentals. The current price is 6.50 SAR.
What is the quality score of 2200?
Arabian Pipes Company has a Quality Score of 56/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Arabian Pipes Company (2200)?
Arabian Pipes Company reported trailing-twelve-month revenue of about 820M SAR (latest available figure, as of Aug 5, 2026).
What is the net profit margin of 2200?
The net profit margin of Arabian Pipes Company is about 11.0%, meaning it keeps roughly 11.0% of revenue as net income. Based on the latest reported figures.
Does Arabian Pipes Company pay a dividend?
Arabian Pipes Company currently shows a dividend yield of about 2.73% relative to its recent price (as of Aug 5, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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