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BSA.AX$0.30+1.67%
Fair $0.30+0.0%

BSA.AX

BSA Limited

Industrials / Engineering & ConstructionASX

$0.30

+0.00 (+1.67%)

Fairly Valued+0.0%Fair Value $0.30Fund rank 30/100 · Data gapFallback financials|
SA 50/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-1.6M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

50/100

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 · BSA.AXLocal privado en este navegador · BSA 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

$23M

P/E

10.2x

↓

EV/EBITDA

0.0x

↓

ROE

53.7%

↑

Gross Margin

26.1%

↑

Debt/Equity

0.23

↓
52-Week Range$0
$0$0

TradingView lightweight chart

BSA.AX price, volumen y niveles de valoración

Último $0.305Periodo -96.1%
Fair value: $0.305

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

-14.9%

FCF CAGR

—

FCF margin

10.5%

FCF / Net income

8.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $287.0M · net income $3.7M · FCF $30.1M

2022-FY → 2025-FY

Gross margin

26.1%+7.8% pts

Operating margin

10.0%+13.1% pts

Net margin

1.3%+10.4% pts

FCF margin

10.5%+13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$287.0M$287.0M$255.5M$239.7M$466.1M
Net Income$3.7M$3.7M$10.6M$-3.0M$-42.2M
EBITDA$21.2M$21.2M$26.3M$16.2M$-43.0M
EPS0.050.050.14-0.04-0.64
Gross Margin26.1%26.1%27.1%25.6%18.3%
Operating Margin10.0%10.0%5.5%4.9%-3.0%
Net Margin1.3%1.3%4.2%-1.2%-9.1%
Balance Sheet
Debt/Equity0.230.236.73-1.03-3.14
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$30.1M$30.1M$-1.6M$-20.0M$-16.1M
Returns
ROE53.7%53.7%663.6%30.8%595.6%
Valuation
P/E10.1710.175.00——
EV/EBITDA0.010.012.383.13—
P/B3.253.2533.20——
Growth & Yield
Revenue Growth12.3%12.3%6.6%-48.6%—
EPS Growth-65.0%-65.0%447.6%93.6%—

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

-18.7%

fácil

EPS terminal req.

$0.03

Spread vs growth

-46.4%

5Y implied EPS CAGR

-8.2%

fácil

EPS terminal req.

$0.03

Spread vs growth

-56.8%

10Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$0.05

Spread vs growth

-65.5%

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 +391.9%

Total return

+391.9%

Start / end P/E

0.4x → 6.1x

EPS bridge

0.14 → 0.05

Residual

-850.4%

EPS growth-65.0%
Multiple rerating+1307.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-850.4%

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.