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ANZ.AX$35.05-0.43%
Fair $35.05+0.0%

ANZ.AX

ANZ Group Holdings Limited

Financial Services / Banks - DiversifiedASX

$35.05

-0.15 (-0.43%)

Fairly Valued+0.0%Fair Value $35.05Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
High Debt

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 39.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

27/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Debt-to-Equity ratio is 3.09, above the 2.0 threshold
Thesis & Journal · ANZ.AXLocal privado en este navegador · ANZ Group Holdings 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

$105.5B

P/E

17.8x

↑

EV/EBITDA

N/A

•

ROE

8.3%

↑

Gross Margin

N/A

•

Debt/Equity

3.09

↑
52-Week Range$35
$28$41

TradingView lightweight chart

ANZ.AX price, volumen y niveles de valoración

Último $35.05Periodo +233.7%
Fair value: $35.05

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

+5.5%

FCF CAGR

+9.0%

FCF margin

117.0%

FCF / Net income

4.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.31B · net income $5.89B · FCF $26.11B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

26.4%-11.1% pts

FCF margin

117.0%+10.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.31B$22.31B$20.36B$20.19B$19.00B
Net Income$5.89B$5.89B$6.54B$7.11B$7.12B
EPS1.971.972.152.272.33
Net Margin26.4%26.4%32.1%35.2%37.5%
Balance Sheet
Debt/Equity3.093.092.942.162.03
Cash Flow
Free Cash Flow$26.11B$26.11B$9.95B$6.49B$20.18B
Returns
ROE8.3%8.3%9.4%10.2%10.8%
Valuation
P/E17.7917.7913.7811.1310.42
P/B1.571.571.371.191.16
Growth & Yield
Revenue Growth9.6%9.6%0.8%6.2%—
EPS Growth-8.6%-8.6%-5.4%-2.5%—
Dividend Yield4.7%4.7%———

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

16.5%

exigente

EPS terminal req.

$3.11

Spread vs growth

-25.2%

5Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$3.76

Spread vs growth

-22.5%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$6.06

Spread vs growth

-20.6%

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 +23.0%

Total return

+23.0%

Start / end P/E

13.8x → 17.8x

EPS bridge

2.15 → 1.97

Residual

-2.5%

EPS growth-8.6%
Multiple rerating+29.4%
Dividend+4.7%
Residual / FX / buybacks / cross-term-2.5%

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.