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DUR.AX$2.51-1.95%
Fair $2.51+0.0%

DUR.AX

Duratec Limited

Industrials / Engineering & ConstructionASX

$2.51

-0.05 (-1.95%)

Fairly Valued+0.0%Fair Value $2.51Fund rank 36/100 · Data gapFallback financials|
SA 60/B
F-Score: 3/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $21.8M · quality 72.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

60/100

B

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DUR.AXLocal privado en este navegador · Duratec 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

$648M

P/E

27.9x

↑

EV/EBITDA

13.1x

↑

ROE

30.7%

↑

Gross Margin

18.6%

↓

Debt/Equity

0.66

↑
52-Week Range$3
$1$3

TradingView lightweight chart

DUR.AX price, volumen y niveles de valoración

Último $2.510Periodo +314.9%
Fair value: $2.510

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

+22.7%

FCF CAGR

+4.9%

FCF margin

3.8%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $573.0M · net income $22.8M · FCF $22.0M

2022-FY → 2025-FY

Gross margin

18.6%+2.9% pts

Operating margin

4.3%+2.1% pts

Net margin

4.0%+1.5% pts

FCF margin

3.8%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$573.0M$573.0M$555.8M$491.8M$310.0M
Net Income$22.8M$22.8M$21.4M$19.2M$7.8M
EBITDA$47.8M$47.8M$45.6M$38.0M$17.5M
EPS0.090.090.080.080.03
Gross Margin18.6%18.6%17.3%16.7%15.6%
Operating Margin4.3%4.3%4.7%5.3%2.2%
Net Margin4.0%4.0%3.9%3.9%2.5%
Balance Sheet
Debt/Equity0.660.660.530.400.48
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$22.0M$22.0M$11.0M$21.8M$19.1M
Returns
ROE30.7%30.7%36.2%41.7%25.1%
Valuation
P/E27.8927.8914.5416.0312.50
EV/EBITDA13.0913.096.096.853.06
P/B8.898.895.276.683.13
Growth & Yield
Revenue Growth3.1%3.1%13.0%58.6%—
EPS Growth4.6%4.6%9.8%142.0%—
Dividend Yield1.7%1.7%———

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

37.0%

muy exigente

EPS terminal req.

$0.22

Spread vs growth

-32.4%

5Y implied EPS CAGR

25.5%

muy exigente

EPS terminal req.

$0.27

Spread vs growth

-20.9%

10Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$0.43

Spread vs growth

-12.9%

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 +67.9%

Total return

+67.9%

Start / end P/E

18.2x → 29.0x

EPS bridge

0.08 → 0.09

Residual

+2.7%

EPS growth+4.6%
Multiple rerating+58.9%
Dividend+1.7%
Residual / FX / buybacks / cross-term+2.7%

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.