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BTI.AX$0.95-0.52%
Fair $0.95+0.0%

BTI.AX

Bailador Technology Investments Limited

Financial Services / Asset ManagementASX

$0.95

-0.00 (-0.52%)

Fairly Valued+0.0%Fair Value $0.95Fund rank 20/100 · Data gapFallback financials|
SA 21/D
F-Score: 1/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 34.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

21/100

D

Piotroski

1/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · BTI.AXLocal privado en este navegador · Bailador Technology Investments 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

$144M

P/E

5.6x

↓

EV/EBITDA

N/A

•

ROE

7.9%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$1

TradingView lightweight chart

BTI.AX price, volumen y niveles de valoración

Último $0.955Periodo -0.5%
Fair value: $0.955

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

-17.8%

FCF CAGR

—

FCF margin

-47.0%

FCF / Net income

-0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.1M · net income $19.3M · FCF $-18.4M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

49.2%+1.0% pts

FCF margin

-47.0%-28.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.1M$39.1M$40.1M$15.7M$70.5M
Net Income$19.3M$19.3M$20.7M$5.4M$34.0M
EPS0.130.130.140.040.24
Net Margin49.2%49.2%51.6%34.5%48.2%
Balance Sheet
Current Ratio9.059.05———
Cash Flow
Free Cash Flow$-18.4M$-18.4M$192000.00$-43.9M$-13.2M
Returns
ROE7.9%7.9%8.9%2.5%15.1%
Valuation
P/E5.625.628.4330.245.70
P/B0.580.580.750.740.86
Growth & Yield
Revenue Growth-2.4%-2.4%155.3%-77.7%—
EPS Growth-8.0%-8.0%276.1%-84.4%—
Dividend Yield8.2%8.2%———

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

-13.4%

fácil

EPS terminal req.

$0.08

Spread vs growth

5.3%

5Y implied EPS CAGR

-4.7%

fácil

EPS terminal req.

$0.10

Spread vs growth

-3.3%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$0.17

Spread vs growth

-10.4%

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 -1.3%

Total return

-1.3%

Start / end P/E

7.4x → 7.3x

EPS bridge

0.14 → 0.13

Residual

+0.1%

EPS growth-8.0%
Multiple rerating-1.6%
Dividend+8.2%
Residual / FX / buybacks / cross-term+0.1%

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.