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8012 Fair Value & Analysis

Financial Services · Market cap 788M SAR

8 8012 8012 · SR
Price12.06 SAR
Fair Value7.85 SAR
Upside-34.9%
Quality51/100
Mixed Growth
Thin margins · 9.0% net margin
negative free cash flow
3.33% dividend yield
Mixed vs. peers (6/12)
Narrow moat 30/100
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Evidence: High Range 5.89 SAR – 9.81 SAR Share as image

Fair value as of: Jul 31, 2026

From 15 valuation models · updated today

Share price +2.6% over the past month.

What matters now

  • The price sits above even our optimistic bull case (9.81 SAR). The favourable scenario is already priced in.
  • Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (12 months)

13.09 SAR 10.36 SAR Fair Value 7.85 SAR Aug 2025 Jul 2026

12‑month range 10.36 SAR – 13.09 SAR · fair‑value band 5.89 SAR – 9.81 SAR · the 12.06 SAR price screens above the 7.85 SAR fair value. As of Jul 31, 2026.

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Analysis

8012 (8012) currently trades at 12.06 SAR, while our model-based Fair Value estimate is 7.85 SAR, implying the stock looks roughly 34.9% overvalued today. We read business quality at 51/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, 8012 generated revenue of 345M SAR at a net margin of 9.0%. Revenue grew 14.8% year over year. It earns a return on equity of 3.1%. The balance sheet holds a net cash position of 156M SAR. Fundamentals as of Jul 31, 2026

Our scenario range runs from 5.89 SAR (bear case) to 9.81 SAR (bull case); at 12.06 SAR, the current price sits above that range. The share trades about 8% below its 52-week high and 20% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 25% fair-value upside, at -35%, 8012 screens richer than that median.

Key figures & financial health

Revenue (TTM) 345M SAR
Revenue growth (YoY) +14.8%
Net margin 9.0%
Return on equity 3.1%
Free cash flow −94.8M SAR FY2025
P/E ratio 25.4
More key figures
Operating margin 7.7%
EPS (TTM) 0.4700 SAR
Dividend yield 3.3%
EPS growth (YoY) -53.7%
Net cash 156M SAR FY2024

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100
Profitability 25
Quality Growth 52
Cashflow 0
Fin. Strength 62
Investment 83
Low Volatility 92
Momentum 44
52W Momentum 49
Net Issuance 85

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.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

8012 reported revenue of 508M SAR in FY2025 versus 190M SAR in FY2021, a compound +27.9%/yr. Reported net income was 39.8M SAR in FY2025, compounding +16.8%/yr from FY2021.

Revenue +27.9%/yr
FY21 190M SAR
FY22 −8.0M SAR
FY23 584M SAR
FY24 460M SAR
FY25 508M SAR
Net income +16.8%/yr
FY21 21.4M SAR
FY22 38.5M SAR
FY23 44.3M SAR
FY24 37.2M SAR
FY25 39.8M SAR

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Cite: Fair Value Calculator (2026). "8012 Fair Value". https://www.fairvalue-calculator.com/stock/8012

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 0 / 27
FUTURE 74 / 43
PAST 12 / 42
HEALTH 0 / 84
DIVIDEND 67 / 54

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 Insurance - Life stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
China Life Insurance Company 601628 ¥36.44 ¥72.88 +100%
Ping An Insurance (Group) Company 601318 ¥51.98 ¥103.96 +100%
AIA Group 1299 HK$70.25 HK$93.13 +33%
Manulife Financial Corporation MFC C$54.00 C$58.76 +9%
Aflac Incorporated A1FL34 R$590.00 R$409.57 -31%
MetLife, Inc METB34 R$433.86 R$543.28 +25%
Great-West Lifeco Inc GWO C$81.92 C$69.65 -15%
Life Insurance Corporation LICI ₹442.40 ₹590.43 +33%
Fubon Financial Holding 2881 137.50 TWD 115.05 TWD -16%
Samsung Life Insurance Co 032830 450,500 KRW 234,027 KRW -48%

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Frequently asked questions

Is 8012 overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 7.85 SAR versus a price of 12.06 SAR, about −35% (overvalued).
What is the fair value of 8012?
Our model-based fair value for 8012 is 7.85 SAR (as of Jul 31, 2026), built from audited fundamentals. The current price is 12.06 SAR.
What is the quality score of 8012?
8012 has a Quality Score of 51/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of 8012?
8012 reported trailing-twelve-month revenue of about 345M SAR (latest available figure, as of Jul 31, 2026).
What is the net profit margin of 8012?
The net profit margin of 8012 is about 9.0%, meaning it keeps roughly 9.0% of revenue as net income. Based on the latest reported figures.
Does 8012 pay a dividend?
8012 currently shows a dividend yield of about 3.33% relative to its recent price (as of Jul 31, 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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