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DGL.AX$0.33-2.99%
Fair $0.33+0.0%

DGL.AX

DGL Group Limited

Basic Materials / Specialty ChemicalsASX

$0.33

-0.01 (-2.99%)

Fairly Valued+0.0%Fair Value $0.33Fund rank 26/100 · Data gapFallback financials|
SA 41/C
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 $9.0M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

41/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.2%, below the 5% threshold
Thesis & Journal · DGL.AXLocal privado en este navegador · DGL Group 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

$93M

P/E

6.0x

↓

EV/EBITDA

4.0x

↓

ROE

4.2%

↑

Gross Margin

43.5%

↑

Debt/Equity

0.53

↑
52-Week Range$0
$0$1

TradingView lightweight chart

DGL.AX price, volumen y niveles de valoración

Último $0.325Periodo -69.8%
Fair value: $0.325

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

+45.3%

FCF CAGR

—

FCF margin

1.8%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $509.3M · net income $15.7M · FCF $9.0M

2021-FY → 2024-FY

Gross margin

43.5%+4.1% pts

Operating margin

6.7%-0.4% pts

Net margin

3.1%-27.5% pts

FCF margin

1.8%+2.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$509.3M$509.3M$507.1M$410.0M$166.0M
Net Income$15.7M$15.7M$20.9M$30.9M$50.7M
EBITDA$66.7M$66.7M$64.2M$66.7M$66.1M
EPS0.050.050.070.11—
Gross Margin43.5%43.5%36.8%37.3%39.4%
Operating Margin6.7%6.7%8.3%12.9%7.1%
Net Margin3.1%3.1%4.1%7.5%30.5%
Balance Sheet
Debt/Equity0.530.530.520.360.27
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$9.0M$9.0M$36.4M$-28.4M$-329859.25
Returns
ROE4.2%4.2%5.8%9.1%24.2%
Valuation
P/E6.026.0211.3722.75—
EV/EBITDA4.034.036.0311.971.44
P/B0.250.250.662.080.40
Growth & Yield
Revenue Growth0.4%0.4%23.7%147.0%—
EPS Growth-26.9%-26.9%-35.3%——

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

-18.9%

fácil

EPS terminal req.

$0.03

Spread vs growth

-8.1%

5Y implied EPS CAGR

-8.4%

fácil

EPS terminal req.

$0.03

Spread vs growth

-18.6%

10Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$0.06

Spread vs growth

-27.3%

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 -20.7%

Total return

-20.7%

Start / end P/E

5.5x → 6.0x

EPS bridge

0.07 → 0.05

Residual

-2.3%

EPS growth-26.9%
Multiple rerating+8.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.3%

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.