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DVP.AX$6.47+3.35%
Fair $6.47+0.0%

DVP.AX

Develop Global Limited

Basic Materials / Other Industrial Metals & MiningASX

$6.47

+0.21 (+3.35%)

Fairly Valued+0.0%Fair Value $6.47Fund rank 30/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-27.8M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

52/100

C

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: 0unknown: 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.
Thesis & Journal · DVP.AXLocal privado en este navegador · Develop Global 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

$2.1B

P/E

24.0x

↑

EV/EBITDA

71.3x

↑

ROE

11.5%

↑

Gross Margin

72.3%

↑

Debt/Equity

0.25

↑
52-Week Range$6
$3$7

TradingView lightweight chart

DVP.AX price, volumen y niveles de valoración

Último $6.470Periodo -32.8%
Fair value: $6.470

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

+271.6%

FCF CAGR

—

FCF margin

-26.0%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $231.5M · net income $72.4M · FCF $-60.3M

2022-FY → 2025-FY

Gross margin

72.3%+52.9% pts

Operating margin

-1.2%+201.6% pts

Net margin

31.3%+235.7% pts

FCF margin

-26.0%+320.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$231.5M$231.5M$147.2M$67.8M$4.5M
Net Income$72.4M$72.4M$-12.1M$-17.9M$-9.2M
EBITDA$27.0M$27.0M$11.7M$-1.4M$-8.6M
EPS0.260.26-0.05-0.11-0.06
Gross Margin72.3%72.3%68.0%5.2%19.4%
Operating Margin-1.2%-1.2%-6.4%-20.8%-202.8%
Net Margin31.3%31.3%-8.2%-26.4%-204.4%
Balance Sheet
Debt/Equity0.250.250.120.190.02
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$-60.3M$-60.3M$-22.7M$-27.8M$-15.6M
Returns
ROE11.5%11.5%-3.5%-12.0%-6.4%
Valuation
P/E23.9623.96———
EV/EBITDA71.2671.2642.42——
P/B2.892.891.423.712.03
Growth & Yield
Revenue Growth57.2%57.2%117.2%1402.0%—
EPS Growth586.2%586.2%50.5%-67.8%—

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

30.7%

muy exigente

EPS terminal req.

$0.57

Spread vs growth

555.5%

5Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$0.69

Spread vs growth

564.2%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$1.12

Spread vs growth

570.4%

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 +52.6%

Total return

+52.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → 0.26

Residual

+52.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+52.6%

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.