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CBA.AX$163.30-1.04%
Fair $163.30+0.0%

CBA.AX

Commonwealth Bank of Australia

Financial Services / Banks - DiversifiedASX

$163.30

-1.72 (-1.04%)

Fairly Valued+0.0%Fair Value $163.30Fund rank 18/100 · Data gapFallback financials|
SA 22/D
F-Score: 2/9
High Debt

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 54.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

22/100

D

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: 1unknown: 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. Debt-to-Equity ratio is 2.74, above the 2.0 threshold
Thesis & Journal · CBA.AXLocal privado en este navegador · Commonwealth Bank of Australia
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

$273.1B

P/E

26.3x

↑

EV/EBITDA

N/A

•

ROE

12.8%

↑

Gross Margin

N/A

•

Debt/Equity

2.74

↑
52-Week Range$163
$147$192

TradingView lightweight chart

CBA.AX price, volumen y niveles de valoración

Último $163.30Periodo +525.9%
Fair value: $163.30

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

+6.5%

FCF CAGR

—

FCF margin

-8.6%

FCF / Net income

-0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.66B · net income $10.12B · FCF $-2.46B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

35.3%-9.7% pts

FCF margin

-8.6%-102.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.66B$28.66B$27.47B$26.78B$23.73B
Net Income$10.12B$10.12B$9.39B$10.00B$10.69B
EPS6.046.045.585.795.97
Net Margin35.3%35.3%34.2%37.3%45.0%
Balance Sheet
Debt/Equity2.742.742.552.262.08
Cash Flow
Free Cash Flow$-2.46B$-2.46B$-26.95B$-9.96B$22.26B
Returns
ROE12.8%12.8%12.9%14.0%14.7%
Valuation
P/E26.3026.3022.7917.0615.51
P/B3.473.473.102.482.33
Growth & Yield
Revenue Growth4.3%4.3%2.6%12.8%—
EPS Growth8.3%8.3%-3.6%-3.1%—
Dividend Yield3.0%3.0%———

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

33.9%

muy exigente

EPS terminal req.

$14.49

Spread vs growth

-25.5%

5Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$17.53

Spread vs growth

-15.4%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$28.24

Spread vs growth

-8.4%

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 -6.8%

Total return

-6.8%

Start / end P/E

32.5x → 27.0x

EPS bridge

5.58 → 6.04

Residual

-1.4%

EPS growth+8.3%
Multiple rerating-16.8%
Dividend+3.0%
Residual / FX / buybacks / cross-term-1.4%

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.