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CEH.AX$0.42-7.61%
Fair $0.42+0.0%

CEH.AX

CEH.AX

Consumer Cyclical / LeisureASX

$0.42

-0.03 (-7.61%)

Fairly Valued+0.0%Fair Value $0.42Fund rank 24/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9
Low Profitability

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 $-36.7M · quality 43.7/100

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

35/100

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); composite fair value and forward targets are disabled until manually verified. ROE is -0.1%, below the 5% threshold
Thesis & Journal · CEH.AXLocal privado en este navegador · CEH.AX
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

$165M

P/E

N/A

•

EV/EBITDA

64.1x

↑

ROE

-0.1%

↓

Gross Margin

82.9%

↑

Debt/Equity

0.00

↓
52-Week Range$0
$0$1

TradingView lightweight chart

CEH.AX price, volumen y niveles de valoración

Último $0.425Periodo -48.2%
Fair value: $0.425

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

+24.6%

FCF CAGR

—

FCF margin

-38.4%

FCF / Net income

327.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $95.7M · net income $-112000.0 · FCF $-36.7M

2022-FY → 2025-FY

Gross margin

82.9%+2.8% pts

Operating margin

-10.9%+56.4% pts

Net margin

-0.1%+196.9% pts

FCF margin

-38.4%-140.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$95.7M$95.7M$87.0M$83.9M$49.5M
Net Income$-112000.00$-112000.00$2.6M$664.7M$-97.4M
EBITDA$2.6M$2.6M$-504000.00$-35000.00$-55.4M
EPS-0.00-0.000.011.38-0.20
Gross Margin82.9%82.9%83.2%83.6%80.1%
Operating Margin-10.9%-10.9%-12.3%-13.9%-67.4%
Net Margin-0.1%-0.1%3.0%792.5%-197.0%
Balance Sheet
Debt/Equity0.000.000.000.003.44
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$-36.7M$-36.7M$-45.7M$-31.7M$50.6M
Returns
ROE-0.1%-0.1%1.1%261.1%-367.6%
Valuation
P/E——85.710.32—
EV/EBITDA64.1064.10———
P/B0.820.820.930.849.95
Growth & Yield
Revenue Growth10.0%10.0%3.8%69.6%—
EPS Growth-105.4%-105.4%-99.6%780.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +9.0%

Total return

+9.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.01 → -0.00

Residual

+9.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9.0%

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.