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v0.1
DSK.AX$0.72-3.33%
Fair $0.72+0.0%

DSK.AX

Dusk Group Limited

Consumer Cyclical / Specialty RetailASX

$0.72

-0.02 (-3.33%)

Fairly Valued+0.0%Fair Value $0.72Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.7M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

38/100

D

Piotroski

4/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · DSK.AXLocal privado en este navegador · Dusk 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

$45M

P/E

9.1x

↓

EV/EBITDA

2.3x

↓

ROE

13.9%

↑

Gross Margin

63.6%

↑

Debt/Equity

1.19

↑
52-Week Range$1
$1$1

TradingView lightweight chart

DSK.AX price, volumen y niveles de valoración

Último $0.725Periodo -57.1%
Fair value: $0.725

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

-0.2%

FCF CAGR

-3.1%

FCF margin

18.0%

FCF / Net income

5.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $137.4M · net income $4.4M · FCF $24.7M

2022-FY → 2025-FY

Gross margin

63.6%-4.2% pts

Operating margin

6.3%-13.5% pts

Net margin

3.2%-10.1% pts

FCF margin

18.0%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$137.4M$137.4M$126.7M$137.6M$138.4M
Net Income$4.4M$4.4M$4.3M$11.6M$18.5M
EBITDA$26.8M$26.8M$27.1M$35.8M$44.2M
EPS0.070.070.070.190.29
Gross Margin63.6%63.6%64.3%63.8%67.7%
Operating Margin6.3%6.3%6.4%12.7%19.8%
Net Margin3.2%3.2%3.4%8.4%13.4%
Balance Sheet
Debt/Equity1.191.190.991.080.97
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$24.7M$24.7M$23.7M$21.5M$27.1M
Returns
ROE13.9%13.9%11.4%31.5%50.7%
Valuation
P/E9.069.068.846.186.78
EV/EBITDA2.352.352.012.663.16
P/B1.421.421.011.953.44
Growth & Yield
Revenue Growth8.4%8.4%-7.9%-0.6%—
EPS Growth2.9%2.9%-62.9%-36.3%—
Dividend Yield11.0%11.0%———

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

-3.2%

fácil

EPS terminal req.

$0.06

Spread vs growth

6.1%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$0.08

Spread vs growth

1.0%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$0.13

Spread vs growth

-3.0%

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 -3.2%

Total return

-3.2%

Start / end P/E

12.2x → 10.2x

EPS bridge

0.07 → 0.07

Residual

-0.5%

EPS growth+2.9%
Multiple rerating-16.6%
Dividend+11.0%
Residual / FX / buybacks / cross-term-0.5%

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.