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AIR.NZ$0.43+0.00%
Fair $0.43+0.0%

AIR.NZ

Air New Zealand Limited

Industrials / AirlinesNZSE

$0.43

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.43Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 2/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $160.0M · quality 33.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

44/100

C

Piotroski

2/9

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 · AIR.NZLocal privado en este navegador · Air New Zealand 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

$1.4B

P/E

11.6x

↓

EV/EBITDA

2.7x

↓

ROE

6.5%

↑

Gross Margin

78.0%

↑

Debt/Equity

1.46

↑
52-Week Range$0
$0$1

TradingView lightweight chart

AIR.NZ price, volumen y niveles de valoración

Último $0.430Periodo -92.2%
Fair value: $0.430

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

+35.2%

FCF CAGR

+92.9%

FCF margin

2.4%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.75B · net income $126.0M · FCF $160.0M

2022-FY → 2025-FY

Gross margin

78.0%-1.5% pts

Operating margin

2.6%+27.0% pts

Net margin

1.9%+23.5% pts

FCF margin

2.4%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.75B$6.75B$6.75B$6.33B$2.73B
Net Income$126.0M$126.0M$146.0M$412.0M$-591.0M
EBITDA$1.06B$1.06B$1.12B$1.43B$-48.0M
EPS0.040.040.040.12-0.41
Gross Margin78.0%78.0%74.9%76.3%79.5%
Operating Margin2.6%2.6%3.4%9.3%-24.5%
Net Margin1.9%1.9%2.2%6.5%-21.6%
Balance Sheet
Debt/Equity1.461.461.401.602.01
Current Ratio0.480.48———
Cash Flow
Free Cash Flow$160.0M$160.0M$19.0M$1.25B$22.3M
Returns
ROE6.5%6.5%7.3%19.8%-35.2%
Valuation
P/E11.6211.6212.446.48—
EV/EBITDA2.692.692.972.63—
P/B0.750.750.901.280.54
Growth & Yield
Revenue Growth0.0%0.0%6.7%131.5%—
EPS Growth-14.0%-14.0%-64.8%129.9%—
Dividend Yield5.7%5.7%———

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

1.0%

fácil

EPS terminal req.

$0.04

Spread vs growth

-15.0%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$0.05

Spread vs growth

-18.5%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$0.07

Spread vs growth

-21.2%

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 -22.7%

Total return

-22.7%

Start / end P/E

14.0x → 11.6x

EPS bridge

0.04 → 0.04

Residual

+2.3%

EPS growth-14.0%
Multiple rerating-16.7%
Dividend+5.7%
Residual / FX / buybacks / cross-term+2.3%

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.