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EDU.AX$0.98-5.31%
Fair $0.98+0.0%

EDU.AX

EDU Holdings Limited

Consumer Defensive / Education & Training ServicesASX

$0.98

-0.05 (-5.31%)

Fairly Valued+0.0%Fair Value $0.98Fund rank 30/100 · Data gapFallback financials|
SA 75/B
F-Score: 6/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $9.1M · quality 50.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

75/100

B

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · EDU.AXLocal privado en este navegador · EDU Holdings 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

$122M

P/E

10.9x

↓

EV/EBITDA

5.9x

↓

ROE

65.8%

↑

Gross Margin

60.9%

↑

Debt/Equity

0.66

↑
52-Week Range$1
$0$1

TradingView lightweight chart

EDU.AX price, volumen y niveles de valoración

Último $0.980Periodo -98.0%
Fair value: $0.980

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

+65.7%

FCF CAGR

—

FCF margin

26.8%

FCF / Net income

1.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $82.4M · net income $14.8M · FCF $22.1M

2022-FY → 2025-FY

Gross margin

60.9%+10.1% pts

Operating margin

25.6%+53.6% pts

Net margin

18.0%+44.6% pts

FCF margin

26.8%+44.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$82.4M$82.4M$42.2M$21.2M$18.1M
Net Income$14.8M$14.8M$2.6M$-3.0M$-4.8M
EBITDA$25.7M$25.7M$7.4M$-63241.00$-2.6M
EPS0.090.090.02-0.02-0.03
Gross Margin60.9%60.9%57.4%52.0%50.8%
Operating Margin25.6%25.6%10.1%-15.8%-28.0%
Net Margin18.0%18.0%6.2%-14.1%-26.6%
Balance Sheet
Debt/Equity0.660.660.841.461.33
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$22.1M$22.1M$9.1M$618382.00$-3.1M
Returns
ROE65.8%65.8%20.9%-28.5%-36.4%
Valuation
P/E10.8910.895.97——
EV/EBITDA5.895.892.63——
P/B6.886.881.252.211.81
Growth & Yield
Revenue Growth95.3%95.3%98.8%17.1%—
EPS Growth489.3%489.3%187.8%47.1%—
Dividend Yield6.1%6.1%———

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

-2.5%

fácil

EPS terminal req.

$0.09

Spread vs growth

491.8%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$0.11

Spread vs growth

487.0%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$0.17

Spread vs growth

483.2%

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 +265.8%

Total return

+265.8%

Start / end P/E

17.1x → 10.5x

EPS bridge

0.02 → 0.09

Residual

-190.7%

EPS growth+489.3%
Multiple rerating-39.0%
Dividend+6.1%
Residual / FX / buybacks / cross-term-190.7%

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.