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EHL.AX$1.06-0.47%
Fair $1.06+0.0%

EHL.AX

Emeco Holdings Limited

Industrials / Rental & Leasing ServicesASX

$1.06

-0.01 (-0.47%)

Fairly Valued+0.0%Fair Value $1.06Fund rank 32/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $27.0M · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

57/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · EHL.AXLocal privado en este navegador · Emeco 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

$549M

P/E

7.1x

↓

EV/EBITDA

2.6x

↓

ROE

10.5%

↑

Gross Margin

58.1%

↑

Debt/Equity

0.45

↑
52-Week Range$1
$1$1

TradingView lightweight chart

EHL.AX price, volumen y niveles de valoración

Último $1.060Periodo -93.8%
Fair value: $1.060

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

+1.4%

FCF CAGR

+21.9%

FCF margin

11.7%

FCF / Net income

1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $785.4M · net income $75.1M · FCF $92.0M

2022-FY → 2025-FY

Gross margin

58.1%+0.2% pts

Operating margin

16.9%+1.5% pts

Net margin

9.6%+1.0% pts

FCF margin

11.7%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$785.4M$785.4M$822.7M$874.9M$754.4M
Net Income$75.1M$75.1M$52.7M$41.3M$65.0M
EBITDA$290.3M$290.3M$258.2M$225.6M$244.3M
EPS0.140.140.100.080.12
Gross Margin58.1%58.1%56.7%54.5%57.9%
Operating Margin16.9%16.9%14.2%8.7%15.4%
Net Margin9.6%9.6%6.4%4.7%8.6%
Balance Sheet
Debt/Equity0.450.450.560.550.53
Current Ratio0.940.94———
Cash Flow
Free Cash Flow$92.0M$92.0M$22.2M$27.0M$50.7M
Returns
ROE10.5%10.5%8.3%7.0%11.5%
Valuation
P/E7.077.077.578.666.03
EV/EBITDA2.612.612.632.812.59
P/B0.790.790.630.610.69
Growth & Yield
Revenue Growth-4.5%-4.5%-6.0%16.0%—
EPS Growth40.9%40.9%27.9%-34.3%—

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

-12.7%

fácil

EPS terminal req.

$0.09

Spread vs growth

53.7%

5Y implied EPS CAGR

-4.3%

fácil

EPS terminal req.

$0.11

Spread vs growth

45.2%

10Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$0.18

Spread vs growth

38.3%

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 +32.5%

Total return

+32.5%

Start / end P/E

8.0x → 7.5x

EPS bridge

0.10 → 0.14

Residual

-2.5%

EPS growth+40.9%
Multiple rerating-6.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.5%

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.