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ADH.AX$1.34-2.19%
Fair $1.34+0.0%

ADH.AX

Adairs Limited

Consumer Cyclical / Specialty RetailASX

$1.34

-0.03 (-2.19%)

Fairly Valued+0.0%Fair Value $1.34Fund rank 33/100 · Data gapFallback financials|
SA 33/D
F-Score: 1/9
Margin Compression

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 $66.3M · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

33/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ADH.AXLocal privado en este navegador · Adairs 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

$239M

P/E

12.2x

↓

EV/EBITDA

5.3x

↓

ROE

11.4%

↑

Gross Margin

46.8%

↑

Debt/Equity

1.39

↑
52-Week Range$1
$1$3

TradingView lightweight chart

ADH.AX price, volumen y niveles de valoración

Último $1.340Periodo -49.4%
Fair value: $1.340

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

+3.1%

FCF CAGR

+7.7%

FCF margin

10.6%

FCF / Net income

2.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $618.1M · net income $25.7M · FCF $65.2M

2022-FY → 2025-FY

Gross margin

46.8%-7.7% pts

Operating margin

8.8%-4.4% pts

Net margin

4.2%-3.8% pts

FCF margin

10.6%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$618.1M$618.1M$594.4M$621.3M$564.5M
Net Income$25.7M$25.7M$31.1M$37.8M$44.9M
EBITDA$102.4M$102.4M$115.9M$114.0M$118.9M
EPS0.140.140.180.220.26
Gross Margin46.8%46.8%48.3%45.9%54.5%
Operating Margin8.8%8.8%9.3%10.7%13.2%
Net Margin4.2%4.2%5.2%6.1%8.0%
Balance Sheet
Debt/Equity1.391.391.241.382.16
Current Ratio0.820.82———
Cash Flow
Free Cash Flow$65.2M$65.2M$66.3M$96.1M$52.2M
Returns
ROE11.4%11.4%13.9%18.7%22.7%
Valuation
P/E12.1812.1810.797.338.88
EV/EBITDA5.305.305.164.666.73
P/B1.061.061.501.372.01
Growth & Yield
Revenue Growth4.0%4.0%-4.3%10.1%—
EPS Growth-18.6%-18.6%-19.2%-15.4%—
Dividend Yield8.2%8.2%———

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

-6.2%

fácil

EPS terminal req.

$0.12

Spread vs growth

-12.5%

5Y implied EPS CAGR

-0.0%

fácil

EPS terminal req.

$0.14

Spread vs growth

-18.6%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$0.23

Spread vs growth

-23.5%

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 -42.7%

Total return

-42.7%

Start / end P/E

15.4x → 9.3x

EPS bridge

0.18 → 0.14

Residual

+7.4%

EPS growth-18.6%
Multiple rerating-39.7%
Dividend+8.2%
Residual / FX / buybacks / cross-term+7.4%

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.