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ACL.AX$2.00-3.38%
Fair $2.00+0.0%

ACL.AX

Australian Clinical Labs Limited

Healthcare / Diagnostics & ResearchASX

$2.00

-0.07 (-3.38%)

Fairly Valued+0.0%Fair Value $2.00Fund rank 34/100 · Data gapFallback financials|
SA 45/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $153.1M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

45/100

C

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 · ACL.AXLocal privado en este navegador · Australian Clinical Labs 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

$375M

P/E

14.3x

↓

EV/EBITDA

3.5x

↓

ROE

18.9%

↑

Gross Margin

82.6%

↑

Debt/Equity

1.69

↑
52-Week Range$2
$2$3

TradingView lightweight chart

ACL.AX price, volumen y niveles de valoración

Último $2.000Periodo -41.5%
Fair value: $2.000

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

-9.4%

FCF CAGR

-12.8%

FCF margin

23.7%

FCF / Net income

5.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $736.1M · net income $32.4M · FCF $174.4M

2022-FY → 2025-FY

Gross margin

82.6%+3.6% pts

Operating margin

8.5%-18.5% pts

Net margin

4.4%-13.6% pts

FCF margin

23.7%-2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$736.1M$736.1M$689.7M$692.1M$989.3M
Net Income$32.4M$32.4M$23.9M$35.9M$178.2M
EBITDA$188.0M$188.0M$169.7M$174.6M$362.3M
EPS0.170.170.120.180.88
Gross Margin82.6%82.6%82.7%81.8%79.0%
Operating Margin8.5%8.5%8.1%7.5%27.1%
Net Margin4.4%4.4%3.5%5.2%18.0%
Balance Sheet
Debt/Equity1.691.691.741.831.13
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$174.4M$174.4M$153.1M$136.7M$262.8M
Returns
ROE18.9%18.9%13.5%20.8%76.7%
Valuation
P/E14.2914.2921.0818.775.09
EV/EBITDA3.453.454.645.563.15
P/B2.222.222.843.913.90
Growth & Yield
Revenue Growth6.7%6.7%-0.3%-30.0%—
EPS Growth42.1%42.1%-32.8%-79.8%—
Dividend Yield6.2%6.2%———

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

1.3%

fácil

EPS terminal req.

$0.18

Spread vs growth

40.7%

5Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$0.21

Spread vs growth

37.4%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$0.35

Spread vs growth

34.8%

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 -21.9%

Total return

-21.9%

Start / end P/E

23.2x → 11.7x

EPS bridge

0.12 → 0.17

Residual

-20.8%

EPS growth+42.1%
Multiple rerating-49.4%
Dividend+6.2%
Residual / FX / buybacks / cross-term-20.8%

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.