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BCN.AX$2.26+0.44%
Fair $2.26+0.0%

BCN.AX

Beacon Minerals Limited

Basic Materials / GoldASX

$2.26

+0.01 (+0.44%)

Fairly Valued+0.0%Fair Value $2.26Fund rank 27/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-1.5M · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

54/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · BCN.AXLocal privado en este navegador · Beacon Minerals 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

$254M

P/E

28.3x

↑

EV/EBITDA

8.0x

↓

ROE

12.9%

↑

Gross Margin

40.6%

↑

Debt/Equity

0.14

↓
52-Week Range$2
$1$5

TradingView lightweight chart

BCN.AX price, volumen y niveles de valoración

Último $2.260Periodo +190.0%
Fair value: $2.260

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+4.0%

FCF CAGR

-41.3%

FCF margin

8.0%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $82.9M · net income $8.7M · FCF $6.6M

2021-FY → 2024-FY

Gross margin

40.6%-8.0% pts

Operating margin

18.9%-20.3% pts

Net margin

10.5%-17.0% pts

FCF margin

8.0%-36.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$82.9M$82.9M$72.3M$71.2M$73.7M
Net Income$8.7M$8.7M$5.2M$14.8M$20.3M
EBITDA$26.9M$26.9M$10.4M$24.4M$32.0M
EPS0.090.090.060.160.00
Gross Margin40.6%40.6%14.7%35.7%48.6%
Operating Margin18.9%18.9%6.5%27.4%39.1%
Net Margin10.5%10.5%7.2%20.8%27.5%
Balance Sheet
Debt/Equity0.140.140.010.02—
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$6.6M$6.6M$-5.2M$-1.5M$32.8M
Returns
ROE12.9%12.9%8.4%25.3%39.4%
Valuation
P/E28.2528.2520.717.07350.00
EV/EBITDA8.018.0110.113.803.23
P/B3.133.131.741.782.44
Growth & Yield
Revenue Growth14.7%14.7%1.6%-3.5%—
EPS Growth64.3%64.3%-65.9%4000.0%—
Dividend Yield1.8%1.8%———

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

29.7%

muy exigente

EPS terminal req.

$0.20

Spread vs growth

34.6%

5Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$0.24

Spread vs growth

42.9%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$0.39

Spread vs growth

48.7%

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 +96.6%

Total return

+96.6%

Start / end P/E

20.7x → 24.6x

EPS bridge

0.06 → 0.09

Residual

+12.0%

EPS growth+64.3%
Multiple rerating+18.6%
Dividend+1.8%
Residual / FX / buybacks / cross-term+12.0%

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.