Daniel projects Kaspi will deliver over 20% annual returns for the next five years assuming 11% revenue growth and flat margins.
“if you would just assume a revenue of about 11%, significantly below the historical averages, which again are close to 30% and a more or less flat net income margin and no multiple expansion again, the expected return would still be over 20% per year for the next five years”
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Our resolution criterion
disputableKaspi's actual annual returns (including dividends) over next five years exceed 20% per annum
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