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Financial Analysis

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Recent

v0.1
BRL.AX$0.55-1.79%
Fair $0.55+0.0%

BRL.AX

Bathurst Resources Limited

Basic Materials / Coking CoalASX

$0.55

-0.01 (-1.79%)

Fairly Valued+0.0%Fair Value $0.55Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

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 18%

FCF escenarios

weak_data · normalized FCF $-3.4M · quality 45.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

42/100

C

Piotroski

2/9

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 · BRL.AXLocal privado en este navegador · Bathurst Resources 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

$132M

P/E

3.0x

↓

EV/EBITDA

2.7x

↓

ROE

12.0%

↑

Gross Margin

23.2%

↑

Debt/Equity

0.01

↓
52-Week Range$1
$1$1

TradingView lightweight chart

BRL.AX price, volumen y niveles de valoración

Último $0.550Periodo +160.6%
Fair value: $0.550

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

—

FCF margin

-22.6%

FCF / Net income

-0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.7M · net income $35.3M · FCF $-9.0M

2021-FY → 2024-FY

Gross margin

23.2%+2.4% pts

Operating margin

-13.6%-14.2% pts

Net margin

88.9%-49.6% pts

FCF margin

-22.6%-39.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$39.7M$39.7M$40.2M$35.7M$44.8M
Net Income$35.3M$35.3M$83.1M$27.5M$62.1M
EBITDA$37.5M$37.5M$85.2M$32.0M$67.1M
EPS0.180.180.430.160.33
Gross Margin23.2%23.2%13.7%13.3%20.8%
Operating Margin-13.6%-13.6%-14.6%-19.0%0.7%
Net Margin88.9%88.9%206.8%77.0%138.5%
Balance Sheet
Debt/Equity0.010.010.000.000.09
Current Ratio3.703.70———
Cash Flow
Free Cash Flow$-9.0M$-9.0M$-3.4M$6.7M$7.6M
Returns
ROE12.0%12.0%32.1%15.8%51.8%
Valuation
P/E2.982.982.386.481.30
EV/EBITDA2.672.672.195.451.30
P/B0.360.360.761.020.67
Growth & Yield
Revenue Growth-1.3%-1.3%12.6%-20.4%—
EPS Growth-57.0%-57.0%174.0%-52.6%—

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

-35.8%

fácil

EPS terminal req.

$0.05

Spread vs growth

-21.3%

5Y implied EPS CAGR

-20.4%

fácil

EPS terminal req.

$0.06

Spread vs growth

-36.7%

10Y implied EPS CAGR

-6.4%

fácil

EPS terminal req.

$0.10

Spread vs growth

-50.6%

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 -26.2%

Total return

-26.2%

Start / end P/E

1.7x → 3.0x

EPS bridge

0.43 → 0.18

Residual

-41.0%

EPS growth-57.0%
Multiple rerating+71.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-41.0%

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.