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ABB.AX$5.53-1.95%
Fair $5.53+0.0%

ABB.AX

Aussie Broadband Limited

Communication Services / Telecom ServicesASX

$5.53

-0.11 (-1.95%)

Fairly Valued+0.0%Fair Value $5.53Fund rank 27/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $28.9M · quality 44.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

62/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ABB.AXLocal privado en este navegador · Aussie Broadband Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.6B

P/E

61.4x

↑

EV/EBITDA

12.5x

↑

ROE

6.0%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.47

↑
52-Week Range$6
$4$6

TradingView lightweight chart

ABB.AX price, volumen y niveles de valoración

Último $5.530Periodo +189.5%
Fair value: $5.530

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+29.5%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $32.8M · FCF $-8.7M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

5.4%+1.4% pts

Net margin

2.8%+1.8% pts

FCF margin

-0.7%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$999.7M$788.0M$546.9M
Net Income$32.8M$32.8M$26.4M$21.7M$5.3M
EBITDA$139.9M$139.9M$113.8M$89.2M$35.1M
EPS0.110.110.100.090.02
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin5.4%5.4%6.0%5.0%4.0%
Net Margin2.8%2.8%2.6%2.8%1.0%
Balance Sheet
Debt/Equity0.470.470.620.700.81
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$-8.7M$-8.7M$28.9M$67.6M$-4.7M
Returns
ROE6.0%6.0%4.6%7.4%2.0%
Valuation
P/E61.4461.4435.9731.35138.66
EV/EBITDA12.5412.549.559.0825.85
P/B2.982.981.662.332.75
Growth & Yield
Revenue Growth18.7%18.7%26.9%44.1%—
EPS Growth14.8%14.8%7.0%281.9%—
Dividend Yield0.9%0.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

63.8%

muy exigente

EPS terminal req.

$0.49

Spread vs growth

-49.0%

5Y implied EPS CAGR

39.7%

muy exigente

EPS terminal req.

$0.59

Spread vs growth

-24.9%

10Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$0.96

Spread vs growth

-9.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +31.6%

Total return

+31.6%

Start / end P/E

43.5x → 49.5x

EPS bridge

0.10 → 0.11

Residual

+2.1%

EPS growth+14.8%
Multiple rerating+13.9%
Dividend+0.9%
Residual / FX / buybacks / cross-term+2.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.