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ECL.AX$0.89-2.81%
Fair $0.89+0.0%

ECL.AX

Excelsior Capital Limited

Industrials / Electrical Equipment & PartsASX

$0.89

-0.02 (-2.81%)

Fairly Valued+0.0%Fair Value $0.89Fund rank 29/100 · Data gapFallback financials|
SA 25/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.0M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

25/100

D

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 · ECL.AXLocal privado en este navegador · Excelsior Capital 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

$26M

P/E

0.5x

↓

EV/EBITDA

N/A

•

ROE

43.1%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$5

TradingView lightweight chart

ECL.AX price, volumen y niveles de valoración

Último $0.865Periodo -22.8%
Fair value: $0.890

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

—

FCF CAGR

+78.3%

FCF margin

—

FCF / Net income

0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue — · net income $50.4M · FCF $8.0M

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

—— pts

FCF margin

—— pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue——$104.0M$93.4M$75.1M
Net Income$50.4M$50.4M$10.2M$8.0M$5.2M
EBITDA$-1.3M$-1.3M$16.3M$13.3M$9.6M
EPS1.741.740.350.280.18
Gross Margin——27.4%26.4%25.7%
Operating Margin——13.2%11.9%10.0%
Net Margin——9.8%8.6%6.9%
Balance Sheet
Debt/Equity——0.040.040.03
Current Ratio83.9483.94———
Cash Flow
Free Cash Flow$8.0M$8.0M$9.6M$5.3M$1.4M
Returns
ROE43.1%43.1%15.0%13.4%9.7%
Valuation
P/E0.500.506.576.509.14
EV/EBITDA——2.902.793.54
P/B0.210.210.980.880.89
Growth & Yield
Revenue Growth——11.3%24.5%—
EPS Growth392.6%392.6%26.1%55.6%—
Dividend Yield9.0%9.0%———

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

-64.3%

fácil

EPS terminal req.

$0.08

Spread vs growth

457.0%

5Y implied EPS CAGR

-44.0%

fácil

EPS terminal req.

$0.10

Spread vs growth

436.7%

10Y implied EPS CAGR

-21.5%

fácil

EPS terminal req.

$0.15

Spread vs growth

414.2%

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 -64.1%

Total return

-64.1%

Start / end P/E

9.1x → 0.5x

EPS bridge

0.35 → 1.74

Residual

-371.2%

EPS growth+392.6%
Multiple rerating-94.5%
Dividend+9.0%
Residual / FX / buybacks / cross-term-371.2%

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.