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ALF.NZ$0.65+0.00%
Fair $0.65+0.0%

ALF.NZ

Allied Farmers Limited

Consumer Defensive / Farm ProductsNZSE

$0.65

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.65Fund rank 37/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.6M · quality 72.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

51/100

C

Piotroski

3/9

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 · ALF.NZLocal privado en este navegador · Allied Farmers 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

$19M

P/E

6.5x

↓

EV/EBITDA

1.9x

↓

ROE

23.8%

↑

Gross Margin

25.8%

↓

Debt/Equity

0.35

↓
52-Week Range$1
$1$1

TradingView lightweight chart

ALF.NZ price, volumen y niveles de valoración

Último $0.650Periodo -100.0%
Fair value: $0.650

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+11.2%

FCF CAGR

-16.9%

FCF margin

20.2%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.4M · net income $5.2M · FCF $2.1M

2021-FY → 2024-FY

Gross margin

25.8%+16.2% pts

Operating margin

-131.0%+26.4% pts

Net margin

50.1%+23.4% pts

FCF margin

20.2%-28.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$10.4M$10.4M$10.0M$9.3M$7.5M
Net Income$5.2M$5.2M$3.3M$2.9M$2.0M
EBITDA$8.9M$8.9M$5.2M$4.6M$3.5M
EPS0.180.180.120.10—
Gross Margin25.8%25.8%28.6%21.7%9.6%
Operating Margin-131.0%-131.0%-127.6%-147.2%-157.3%
Net Margin50.1%50.1%33.3%31.0%26.8%
Balance Sheet
Debt/Equity0.350.350.310.150.44
Current Ratio5.495.49———
Cash Flow
Free Cash Flow$2.1M$2.1M$2.6M$3.4M$3.7M
Returns
ROE23.8%23.8%19.6%19.9%17.4%
Valuation
P/E6.506.505.877.82—
EV/EBITDA1.911.914.014.375.08
P/B0.860.861.151.551.49
Growth & Yield
Revenue Growth3.7%3.7%7.8%23.1%—
EPS Growth55.1%55.1%16.1%——

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

-31.5%

fácil

EPS terminal req.

$0.06

Spread vs growth

86.7%

5Y implied EPS CAGR

-17.2%

fácil

EPS terminal req.

$0.07

Spread vs growth

72.4%

10Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$0.11

Spread vs growth

59.7%

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 -9.7%

Total return

-9.7%

Start / end P/E

6.2x → 3.6x

EPS bridge

0.12 → 0.18

Residual

-23.0%

EPS growth+55.1%
Multiple rerating-41.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-23.0%

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.