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ELD.AX$5.48-1.44%
Fair $5.48+0.0%

ELD.AX

Elders Limited

Consumer Defensive / Farm ProductsASX

$5.48

-0.08 (-1.44%)

Fairly Valued+0.0%Fair Value $5.48Fund rank 34/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
Low Profitability

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 $84.7M · quality 72.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

38/100

D

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: 1unknown: 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. ROE is 4.7%, below the 5% threshold
Thesis & Journal · ELD.AXLocal privado en este navegador · Elders 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

$1.2B

P/E

20.3x

↑

EV/EBITDA

8.8x

↓

ROE

4.7%

↓

Gross Margin

20.5%

↓

Debt/Equity

0.55

↑
52-Week Range$5
$5$8

TradingView lightweight chart

ELD.AX price, volumen y niveles de valoración

Último $5.480Periodo -96.8%
Fair value: $5.480

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

-2.5%

FCF CAGR

-1.5%

FCF margin

2.7%

FCF / Net income

1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.19B · net income $50.3M · FCF $84.7M

2022-FY → 2025-FY

Gross margin

20.5%+2.2% pts

Operating margin

0.7%-4.6% pts

Net margin

1.6%-3.2% pts

FCF margin

2.7%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.19B$3.19B$3.12B$3.31B$3.43B
Net Income$50.3M$50.3M$45.1M$100.8M$162.9M
EBITDA$177.9M$177.9M$170.8M$216.1M$290.8M
EPS0.270.270.280.631.03
Gross Margin20.5%20.5%19.6%18.0%18.3%
Operating Margin0.7%0.7%0.6%2.5%5.3%
Net Margin1.6%1.6%1.4%3.0%4.7%
Balance Sheet
Debt/Equity0.550.550.870.560.35
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$84.7M$84.7M$35.6M$121.5M$88.5M
Returns
ROE4.7%4.7%5.4%11.7%19.1%
Valuation
P/E20.3020.3030.088.8012.20
EV/EBITDA8.778.7711.976.257.81
P/B0.940.941.611.032.33
Growth & Yield
Revenue Growth2.1%2.1%-5.8%-3.5%—
EPS Growth-3.4%-3.4%-55.6%-38.1%—
Dividend Yield6.6%6.6%———

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

21.4%

exigente

EPS terminal req.

$0.49

Spread vs growth

-24.8%

5Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$0.59

Spread vs growth

-20.1%

10Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$0.95

Spread vs growth

-16.7%

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 -4.3%

Total return

-4.3%

Start / end P/E

21.8x → 20.1x

EPS bridge

0.28 → 0.27

Residual

+0.3%

EPS growth-3.4%
Multiple rerating-7.7%
Dividend+6.6%
Residual / FX / buybacks / cross-term+0.3%

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.