Obermatt

Société d'Exploitation des Ports

CAS:MSA · MA0000012312
Transportation InfrastructureMedium

360

58
EV / EBIT34
Price / Owner Earnings1
Owner Earnings Yield39
Dividend Yield59
Price/Sales4
EV / Gross Profit20
Price/Book1
Return on Capital100
Cash Return on Capital76
Return on Equity94
EBIT Margin97
Gross Profitability98
Cash Conversion29
Accruals13
Owner Earnings Margin67
Sales growth67
Profit Growth65
Long-Term EPS Growth35
Reinvestment40
Price momentum38
Debt load73
Refinancing34
Debt Payback100
Liquidity86
Analyst ratings45
Opinion Changes50
Price Target Upside80
Market mood49
Value Creation17/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Société d'Exploitation des Ports generates returns well above its cost of capital, the foundation of durable shareholder value.

Based on 3/5 components.

Profile

CountryMorocco
IndustryTransportation Infrastructure
SizeMedium
TypePublic Company
ExchangeCBSE
Founded2006
Employees979
ISINMA0000012312
Last UpdateApr 2, 2026
Index & Theme
Freight ServiceMarine TransportationLogisticsPorts and Harbors

Description

Société d'Exploitation des Ports is the leading port operator in Morocco. The robust operational framework allows the company to leverage its strategic geographic positioning to serve both local and international markets effectively. Business Segmen…

Analysis

Hope premium

Société d'Exploitation des Ports is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is expensive. The owner-earnings multiple stands at 153.8×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is sturdy. The company scores 17/20 on our value-creation score: strong value creator.

Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
64
2023202420252026

All-time high

92

Jan 2024

All-time low

64

Mar 2026

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
4
7
13
11
Price/Earnings
4
10
28
18
Price/Book
1
3
6
5
Dividend Yield
59
37
66
77
Value (overall)
26
11
20
26

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Société d'Exploitation des Ports with its peers
Grindrod
JNB:GND
97
CountrySouth Africa
IndustryTransportation Infrastructure
SizeSmall
Full Stock Analysis →
Pt Astrindo Nusantara Infrastruktur
JKT:BIPI
3
CountryIndonesia
IndustryTransportation Infrastructure
SizeMedium
Full Stock Analysis →
Namyong Terminal
SET:NYT
98
CountryThailand
IndustryTransportation Infrastructure
SizeSmall
Full Stock Analysis →
Rumo
SAO:RAIL3
45
CountryBrazil
IndustryRoad & Rail
SizeLarge
Full Stock Analysis →
Container
NSI:CONCOR
39
CountryIndia
IndustryRoad & Rail
SizeLarge
Full Stock Analysis →
Samudera Indonesia
JKT:SMDR
43
CountryIndonesia
IndustryMarine
SizeMedium
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →