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CVC.AX$2.00+0.00%
Fair $2.00+0.0%

CVC.AX

CVC Limited

Financial Services / Asset ManagementASX

$2.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.00Fund rank 21/100 · Data gapFallback financials|
SA 20/D
F-Score: 5/9
Low Profitability

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 7.0/100

Data gap 21/100
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

20/100

D

Piotroski

5/9

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. ROE is 0.3%, below the 5% threshold
Thesis & Journal · CVC.AXLocal privado en este navegador · CVC 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

$233M

P/E

434.8x

↑

EV/EBITDA

39.0x

↑

ROE

0.3%

↓

Gross Margin

52.6%

↓

Debt/Equity

0.95

↑
52-Week Range$2
$2$2

TradingView lightweight chart

CVC.AX price, volumen y niveles de valoración

Último $2.000Periodo +334.8%
Fair value: $2.000

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

-32.0%

FCF CAGR

—

FCF margin

-66.3%

FCF / Net income

-26.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.3M · net income $537725.0 · FCF $-14.1M

2022-FY → 2025-FY

Gross margin

52.6%-37.7% pts

Operating margin

12.1%-11.5% pts

Net margin

2.5%-6.5% pts

FCF margin

-66.3%-37.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.3M$21.3M$7.9M$79.8M$67.9M
Net Income$537725.00$537725.00$-2.5M$13.4M$6.1M
EBITDA$9.9M$9.9M$3.5M$27.6M$25.0M
EPS0.000.00-0.020.110.05
Gross Margin52.6%52.6%43.0%95.4%90.2%
Operating Margin12.1%12.1%-59.9%12.6%23.6%
Net Margin2.5%2.5%-32.0%16.8%9.0%
Balance Sheet
Debt/Equity0.950.950.860.490.48
Current Ratio0.720.72———
Cash Flow
Free Cash Flow$-14.1M$-14.1M$-85.4M$27.0M$-19.3M
Returns
ROE0.3%0.3%-1.5%7.4%3.4%
Valuation
P/E434.78434.78—20.8447.39
EV/EBITDA38.9938.9998.7511.5313.97
P/B1.341.341.211.541.62
Growth & Yield
Revenue Growth170.7%170.7%-90.1%17.6%—
EPS Growth121.4%121.4%-118.9%119.9%—

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

237.9%

muy exigente

EPS terminal req.

$0.18

Spread vs growth

-116.5%

5Y implied EPS CAGR

115.7%

muy exigente

EPS terminal req.

$0.21

Spread vs growth

5.7%

10Y implied EPS CAGR

54.0%

muy exigente

EPS terminal req.

$0.35

Spread vs growth

67.4%

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 -2.4%

Total return

-2.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → 0.00

Residual

-2.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.4%

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.