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AJL.AX$0.01+14.29%
Fair $0.01+0.0%

AJL.AX

AJ Lucas Group Limited

Basic Materials / Coking CoalASX

$0.01

+0.00 (+14.29%)

Fairly Valued+0.0%Fair Value $0.01Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 1/9

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 20%

FCF escenarios

weak_data · normalized FCF $2.9M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

43/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · AJL.AXLocal privado en este navegador · AJ Lucas Group 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

$11M

P/E

0.3x

↓

EV/EBITDA

9.1x

↓

ROE

20.4%

↑

Gross Margin

71.0%

↑

Debt/Equity

-1.68

↓
52-Week Range$0
$0$0

TradingView lightweight chart

AJL.AX price, volumen y niveles de valoración

Último $0.008Periodo -98.8%
Fair value: $0.008

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

+5.7%

FCF CAGR

-31.9%

FCF margin

2.0%

FCF / Net income

-0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $145.6M · net income $-15.0M · FCF $2.9M

2022-FY → 2025-FY

Gross margin

71.0%-29.0% pts

Operating margin

4.9%-4.6% pts

Net margin

-10.3%-1.1% pts

FCF margin

2.0%-5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$145.6M$145.6M$159.1M$157.6M$123.2M
Net Income$-15.0M$-15.0M$-702000.00$-152.1M$-11.3M
EBITDA$14.4M$14.4M$29.0M$-136.0M$13.6M
EPS-0.01-0.01-0.00-0.12-0.01
Gross Margin71.0%71.0%72.9%100.0%100.0%
Operating Margin4.9%4.9%13.7%-89.2%9.5%
Net Margin-10.3%-10.3%-0.4%-96.5%-9.2%
Balance Sheet
Debt/Equity-1.68-1.68-2.19-2.231.46
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$2.9M$2.9M$17.8M$-4.5M$9.3M
Returns
ROE20.4%20.4%1.2%266.6%-15.0%
Valuation
P/E0.270.27———
EV/EBITDA9.109.104.25—14.57
P/B————1.21
Growth & Yield
Revenue Growth-8.5%-8.5%0.9%27.9%—
EPS Growth-2100.0%-2100.0%99.6%-1177.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +33.3%

Total return

+33.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.00 → -0.01

Residual

+33.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+33.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.