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ALX.AX$5.06+0.40%
Fair $5.06+0.0%

ALX.AX

Atlas Arteria Limited

Industrials / Infrastructure OperationsASX

$5.06

+0.02 (+0.40%)

Fairly Valued+0.0%Fair Value $5.06Fund rank 36/100 · Data gapFallback financials|
SA 42/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $87.6M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

42/100

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 · ALX.AXLocal privado en este navegador · Atlas Arteria 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

$7.3B

P/E

28.1x

↑

EV/EBITDA

24.5x

↑

ROE

8.4%

↑

Gross Margin

86.0%

↑

Debt/Equity

0.56

↑
52-Week Range$5
$4$6

TradingView lightweight chart

ALX.AX price, volumen y niveles de valoración

Último $5.060Periodo +803.1%
Fair value: $5.060

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

+10.8%

FCF CAGR

+6.1%

FCF margin

55.1%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $158.9M · net income $259.5M · FCF $87.6M

2022-FY → 2025-FY

Gross margin

86.0%+30.5% pts

Operating margin

-14.7%+6.6% pts

Net margin

163.3%-65.4% pts

FCF margin

55.1%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$158.9M$158.9M$145.0M$133.2M$116.7M
Net Income$259.5M$259.5M$335.9M$323.5M$267.0M
EBITDA$359.3M$359.3M$443.8M$425.7M$401.4M
EPS0.180.180.230.220.25
Gross Margin86.0%86.0%95.7%92.3%55.6%
Operating Margin-14.7%-14.7%-5.6%-4.4%-21.3%
Net Margin163.3%163.3%231.7%242.9%228.7%
Balance Sheet
Debt/Equity0.560.560.550.510.27
Current Ratio2.172.17———
Cash Flow
Free Cash Flow$87.6M$87.6M$92.1M$83.9M$73.4M
Returns
ROE8.4%8.4%10.1%9.6%4.1%
Valuation
P/E28.1128.1120.6926.1026.63
EV/EBITDA24.5124.5119.0623.1621.33
P/B2.362.362.082.511.09
Growth & Yield
Revenue Growth9.6%9.6%8.9%14.1%—
EPS Growth-22.8%-22.8%4.0%-9.3%—
Dividend Yield7.9%7.9%———

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

35.9%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

-58.7%

5Y implied EPS CAGR

24.9%

exigente

EPS terminal req.

$0.54

Spread vs growth

-47.7%

10Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$0.87

Spread vs growth

-40.0%

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 +3.2%

Total return

+3.2%

Start / end P/E

22.9x → 28.3x

EPS bridge

0.23 → 0.18

Residual

-5.4%

EPS growth-22.8%
Multiple rerating+23.5%
Dividend+7.9%
Residual / FX / buybacks / cross-term-5.4%

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.