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BBN.AX$1.53-1.29%
Fair $1.53+0.0%

BBN.AX

Baby Bunting Group Limited

Consumer Cyclical / Specialty RetailASX

$1.53

-0.02 (-1.29%)

Fairly Valued+0.0%Fair Value $1.53Fund rank 34/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 $34.2M · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

47/100

C

Piotroski

6/9

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 · BBN.AXLocal privado en este navegador · Baby Bunting Group 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

$207M

P/E

30.6x

↑

EV/EBITDA

6.6x

↓

ROE

8.5%

↑

Gross Margin

40.2%

↑

Debt/Equity

1.48

↑
52-Week Range$2
$1$3

TradingView lightweight chart

BBN.AX price, volumen y niveles de valoración

Último $1.530Periodo -16.4%
Fair value: $1.530

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

+1.0%

FCF CAGR

-0.7%

FCF margin

7.5%

FCF / Net income

4.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $521.9M · net income $9.5M · FCF $39.0M

2022-FY → 2025-FY

Gross margin

40.2%+1.6% pts

Operating margin

-3.3%-5.0% pts

Net margin

1.8%-2.0% pts

FCF margin

7.5%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$521.9M$521.9M$498.4M$524.3M$507.3M
Net Income$9.5M$9.5M$1.7M$9.9M$19.5M
EBITDA$56.1M$56.1M$43.3M$53.4M$60.4M
EPS0.070.070.010.070.14
Gross Margin40.2%40.2%36.8%37.4%38.6%
Operating Margin-3.3%-3.3%-4.8%-1.5%1.7%
Net Margin1.8%1.8%0.3%1.9%3.8%
Balance Sheet
Debt/Equity1.481.481.741.631.47
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$39.0M$39.0M$31.5M$34.2M$39.7M
Returns
ROE8.5%8.5%1.7%9.1%17.0%
Valuation
P/E30.6030.60115.8320.4930.77
EV/EBITDA6.636.638.376.9712.53
P/B1.931.931.951.875.24
Growth & Yield
Revenue Growth4.7%4.7%-4.9%3.4%—
EPS Growth458.3%458.3%-83.1%-50.3%—

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

26.5%

muy exigente

EPS terminal req.

$0.14

Spread vs growth

431.8%

5Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$0.16

Spread vs growth

438.7%

10Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$0.26

Spread vs growth

443.6%

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 -13.6%

Total return

-13.6%

Start / end P/E

147.5x → 22.8x

EPS bridge

0.01 → 0.07

Residual

-387.4%

EPS growth+458.3%
Multiple rerating-84.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-387.4%

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.