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CDM.AX$0.75+0.00%
Fair $0.75+0.0%

CDM.AX

Cadence Capital Limited

Financial Services / Asset ManagementASX

$0.75

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.75Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9

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 11.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

33/100

D

Piotroski

4/9

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 · CDM.AXLocal privado en este navegador · Cadence Capital 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

$224M

P/E

4.2x

↓

EV/EBITDA

N/A

•

ROE

7.1%

↑

Gross Margin

N/A

•

Debt/Equity

0.17

↓
52-Week Range$1
$1$1

TradingView lightweight chart

CDM.AX price, volumen y niveles de valoración

Último $0.750Periodo -33.0%
Fair value: $0.750

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

-33.4%

FCF CAGR

—

FCF margin

-308.1%

FCF / Net income

-4.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.4M · net income $21.6M · FCF $-99.7M

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

66.6%-1.8% pts

FCF margin

-308.1%-393.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$32.4M$32.4M$-10.0M$-5.6M$109.6M
Net Income$21.6M$21.6M$-7.8M$-4.5M$75.0M
EPS0.070.07-0.03-0.01—
Net Margin66.6%66.6%77.8%80.1%68.4%
Balance Sheet
Debt/Equity0.170.170.110.050.29
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$-99.7M$-99.7M$-6.0M$143.5M$93.3M
Returns
ROE7.1%7.1%-2.6%-1.3%21.1%
Valuation
P/E4.174.17———
P/B0.740.740.790.790.92
Growth & Yield
Revenue Growth424.6%424.6%-78.9%-105.1%—
EPS Growth376.9%376.9%-73.3%——
Dividend Yield8.0%8.0%———

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

-2.6%

fácil

EPS terminal req.

$0.07

Spread vs growth

379.5%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$0.08

Spread vs growth

374.7%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$0.13

Spread vs growth

370.9%

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 +29.0%

Total return

+29.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → 0.07

Residual

+21.0%

EPS growthn/d
Multiple reratingn/d
Dividend+8.0%
Residual / FX / buybacks / cross-term+21.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.