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DJW.AX$2.83+1.07%
Fair $2.83+0.0%

DJW.AX

Djerriwarrh Investments Limited

Financial Services / Asset ManagementASX

$2.83

+0.03 (+1.07%)

Fairly Valued+0.0%Fair Value $2.83Fund rank 38/100 · Data gapFallback financials|
SA 27/D
F-Score: 2/9
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 19.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

27/100

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); financial Book/ROE targets are disabled until manually verified. ROE is 4.5%, below the 5% threshold
Thesis & Journal · DJW.AXLocal privado en este navegador · Djerriwarrh Investments 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

$744M

P/E

20.2x

↑

EV/EBITDA

N/A

•

ROE

4.5%

↓

Gross Margin

N/A

•

Debt/Equity

0.02

↓
52-Week Range$3
$3$3

TradingView lightweight chart

DJW.AX price, volumen y niveles de valoración

Último $2.830Periodo -24.4%
Fair value: $2.830

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

-0.1%

FCF CAGR

+10.6%

FCF margin

89.0%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.9M · net income $39.2M · FCF $40.9M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

85.3%-2.6% pts

FCF margin

89.0%+23.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.9M$45.9M$46.6M$44.7M$46.0M
Net Income$39.2M$39.2M$40.3M$39.0M$40.4M
EPS0.150.150.150.150.17
Net Margin85.3%85.3%86.5%87.4%87.9%
Balance Sheet
Debt/Equity0.020.020.010.110.12
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$40.9M$40.9M$40.2M$37.2M$30.2M
Returns
ROE4.5%4.5%4.6%4.7%5.7%
Valuation
P/E20.2120.2120.5418.5817.10
P/B0.850.850.920.880.97
Growth & Yield
Revenue Growth-1.4%-1.4%4.3%-2.9%—
EPS Growth0.1%0.1%-2.2%-11.1%—
Dividend Yield7.0%7.0%———

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

19.1%

exigente

EPS terminal req.

$0.25

Spread vs growth

-18.9%

5Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$0.30

Spread vs growth

-15.2%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$0.49

Spread vs growth

-12.5%

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 -2.2%

Total return

-2.2%

Start / end P/E

21.0x → 19.0x

EPS bridge

0.15 → 0.15

Residual

-0.0%

EPS growth+0.1%
Multiple rerating-9.4%
Dividend+7.0%
Residual / FX / buybacks / cross-term-0.0%

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.