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AMH.AX$0.89-1.11%
Fair $0.89+0.0%

AMH.AX

AMCIL Limited

Financial Services / Asset ManagementASX

$0.89

-0.01 (-1.11%)

Fairly Valued+0.0%Fair Value $0.89Fund rank 34/100 · Data gapFallback financials|
SA 17/F
F-Score: 1/9
Declining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 9.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

17/100

F

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is 1.8%, below the 5% threshold
Thesis & Journal · AMH.AXLocal privado en este navegador · AMCIL 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

$280M

P/E

44.5x

↑

EV/EBITDA

N/A

•

ROE

1.8%

↓

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$1

TradingView lightweight chart

AMH.AX price, volumen y niveles de valoración

Último $0.890Periodo -98.5%
Fair value: $0.890

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

-4.3%

FCF CAGR

+0.8%

FCF margin

79.4%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.1M · net income $6.7M · FCF $6.5M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

82.0%-5.2% pts

FCF margin

79.4%+11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.1M$8.1M$9.0M$9.0M$9.3M
Net Income$6.7M$6.7M$7.5M$7.6M$8.1M
EPS0.020.020.020.020.03
Net Margin82.0%82.0%83.1%83.6%87.2%
Balance Sheet
Current Ratio7.587.58———
Cash Flow
Free Cash Flow$6.5M$6.5M$7.0M$7.7M$6.3M
Returns
ROE1.8%1.8%2.1%2.4%2.7%
Valuation
P/E44.5044.5047.2741.1540.11
P/B0.780.781.000.971.08
Growth & Yield
Revenue Growth-9.5%-9.5%-0.4%-2.9%—
EPS Growth-11.3%-11.3%-2.1%-9.3%—
Dividend Yield3.9%3.9%———

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

55.3%

muy exigente

EPS terminal req.

$0.08

Spread vs growth

-66.6%

5Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$0.10

Spread vs growth

-46.6%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$0.15

Spread vs growth

-33.3%

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 -15.9%

Total return

-15.9%

Start / end P/E

46.6x → 42.2x

EPS bridge

0.02 → 0.02

Residual

+1.1%

EPS growth-11.3%
Multiple rerating-9.6%
Dividend+3.9%
Residual / FX / buybacks / cross-term+1.1%

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.