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BOL.AX$1.78+0.00%
Fair $1.78+0.0%

BOL.AX

Boom Logistics Limited

Industrials / Specialty Business ServicesASX

$1.78

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.78Fund rank 36/100 · Data gapFallback financials|
SA 58/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $24.2M · quality 73.0/100

Data gap 36/100
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

58/100

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 · BOL.AXLocal privado en este navegador · Boom Logistics 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

$68M

P/E

7.7x

↓

EV/EBITDA

3.8x

↓

ROE

17.6%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.81

↑
52-Week Range$2
$1$2

TradingView lightweight chart

BOL.AX price, volumen y niveles de valoración

Último $1.780Periodo -72.8%
Fair value: $1.780

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

+7.0%

FCF CAGR

+0.0%

FCF margin

11.4%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $264.6M · net income $23.3M · FCF $30.3M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

6.3%+3.1% pts

Net margin

8.8%+7.1% pts

FCF margin

11.4%-2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$264.6M$264.6M$259.2M$205.9M$215.8M
Net Income$23.3M$23.3M$6.6M$-5.2M$3.8M
EBITDA$44.1M$44.1M$42.7M$30.4M$40.2M
EPS0.560.560.16-0.120.09
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin6.3%6.3%4.7%2.7%3.2%
Net Margin8.8%8.8%2.5%-2.5%1.8%
Balance Sheet
Debt/Equity0.810.810.740.600.43
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$30.3M$30.3M$21.2M$24.2M$30.3M
Returns
ROE17.6%17.6%6.0%-4.9%3.4%
Valuation
P/E7.747.749.38—16.11
EV/EBITDA3.813.813.263.632.66
P/B0.560.560.580.470.56
Growth & Yield
Revenue Growth2.1%2.1%25.9%-4.6%—
EPS Growth246.9%246.9%233.3%-233.3%—
Dividend Yield1.1%1.1%———

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

-34.2%

fácil

EPS terminal req.

$0.16

Spread vs growth

281.1%

5Y implied EPS CAGR

-19.2%

fácil

EPS terminal req.

$0.19

Spread vs growth

266.1%

10Y implied EPS CAGR

-5.7%

fácil

EPS terminal req.

$0.31

Spread vs growth

252.6%

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 +25.2%

Total return

+25.2%

Start / end P/E

9.0x → 3.2x

EPS bridge

0.16 → 0.56

Residual

-158.6%

EPS growth+246.9%
Multiple rerating-64.2%
Dividend+1.1%
Residual / FX / buybacks / cross-term-158.6%

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.