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BBL.AX$1.67+0.00%
Fair $1.67+0.0%

BBL.AX

Brisbane Broncos Limited

Communication Services / EntertainmentASX

$1.67

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.67Fund rank 36/100 · Data gapFallback financials|
SA 52/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.3M · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

52/100

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 · BBL.AXLocal privado en este navegador · Brisbane Broncos 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

$164M

P/E

20.9x

↑

EV/EBITDA

N/A

•

ROE

14.5%

↑

Gross Margin

91.6%

↑

Debt/Equity

0.00

↓
52-Week Range$2
$1$2

TradingView lightweight chart

BBL.AX price, volumen y niveles de valoración

Último $1.670Periodo +1570.0%
Fair value: $1.670

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

+20.1%

FCF CAGR

+67.3%

FCF margin

15.2%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.3M · net income $7.8M · FCF $11.3M

2022-FY → 2025-FY

Gross margin

91.6%-5.9% pts

Operating margin

-19.0%+12.3% pts

Net margin

10.5%+2.9% pts

FCF margin

15.2%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$74.3M$74.3M$59.6M$54.1M$42.9M
Net Income$7.8M$7.8M$5.7M$5.6M$3.2M
EBITDA$-12.7M$-12.7M$-13.6M$-12.8M$-12.2M
EPS——0.060.060.03
Gross Margin91.6%91.6%95.3%95.7%97.5%
Operating Margin-19.0%-19.0%-25.0%-26.1%-31.3%
Net Margin10.5%10.5%9.6%10.4%7.5%
Balance Sheet
Debt/Equity0.000.00———
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$11.3M$11.3M$5.3M$4.5M$2.4M
Returns
ROE14.5%14.5%12.0%12.9%8.2%
Valuation
P/E20.8820.8816.1217.5433.33
P/B3.053.051.922.252.74
Growth & Yield
Revenue Growth24.7%24.7%10.2%26.0%—
EPS Growth——1.8%72.7%—
Dividend Yield1.2%1.2%———

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 +83.7%

Total return

+83.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

+82.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+82.5%

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.