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CNI.AX$1.86-1.58%
Fair $1.86+0.0%

CNI.AX

CNI.AX

Real Estate / REIT - DiversifiedASX

$1.86

-0.03 (-1.58%)

Fairly Valued+0.0%Fair Value $1.86Fund rank 35/100 · Data gapFallback financials|
SA 39/D
F-Score: 1/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 25.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

39/100

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. Missing current price or market-cap data; cannot run NAV/AFFO REIT valuation.
Thesis & Journal · CNI.AXLocal privado en este navegador · CNI.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

$0

P/E

13.3x

↑

EV/EBITDA

11.2x

↓

ROE

5.6%

↑

Gross Margin

10.8%

↓

Debt/Equity

0.96

↑
52-Week Range$2
$1$2

TradingView lightweight chart

CNI.AX price, volumen y niveles de valoración

Último $1.865Periodo +6.5%
Fair value: $1.865

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

+1.4%

FCF CAGR

-21.1%

FCF margin

32.5%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $254.8M · net income $82.7M · FCF $82.8M

2022-FY → 2025-FY

Gross margin

10.8%-81.8% pts

Operating margin

23.8%-22.9% pts

Net margin

32.5%+48.0% pts

FCF margin

32.5%-36.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$254.8M$254.8M$318.7M$310.1M$244.3M
Net Income$82.7M$82.7M$102.1M$105.9M$-37.9M
EBITDA$248.6M$248.6M$176.6M$169.3M$744000.00
EPS0.100.100.130.13-0.05
Gross Margin10.8%10.8%87.5%69.8%92.6%
Operating Margin23.8%23.8%48.1%34.1%46.7%
Net Margin32.5%32.5%32.0%34.2%-15.5%
Balance Sheet
Debt/Equity0.960.960.860.290.47
Current Ratio0.680.68———
Cash Flow
Free Cash Flow$82.8M$82.8M$156.1M$111.4M$168.9M
Returns
ROE5.6%5.6%6.9%7.5%-2.7%
Valuation
P/E13.3213.3212.6412.21—
EV/EBITDA11.1711.1713.338.742654.91
P/B1.061.060.870.911.10
Growth & Yield
Revenue Growth-20.1%-20.1%2.8%27.0%—
EPS Growth-21.6%-21.6%-4.6%372.9%—
Dividend Yield5.5%5.5%———

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

19.1%

exigente

EPS terminal req.

$0.17

Spread vs growth

-40.7%

5Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$0.20

Spread vs growth

-37.0%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$0.32

Spread vs growth

-34.2%

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 +13.6%

Total return

+13.6%

Start / end P/E

13.8x → 19.0x

EPS bridge

0.13 → 0.10

Residual

-8.2%

EPS growth-21.6%
Multiple rerating+37.9%
Dividend+5.5%
Residual / FX / buybacks / cross-term-8.2%

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.