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EPY.AX$0.13+4.00%
Fair $0.13+0.0%

EPY.AX

Earlypay Limited

Financial Services / Credit ServicesASX

$0.13

+0.00 (+4.00%)

Fairly Valued+0.0%Fair Value $0.13Fund rank 30/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
High DebtDeclining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 14.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

27/100

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: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.19, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is 3.9%, below the 5% threshold
Thesis & Journal · EPY.AXLocal privado en este navegador · Earlypay 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

$32M

P/E

13.0x

↑

EV/EBITDA

9.6x

↓

ROE

3.9%

↓

Gross Margin

100.0%

↑

Debt/Equity

3.19

↑
52-Week Range$0
$0$0

TradingView lightweight chart

EPY.AX price, volumen y niveles de valoración

Último $0.130Periodo -35.6%
Fair value: $0.130

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

-7.0%

FCF CAGR

-9.7%

FCF margin

42.1%

FCF / Net income

3.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.9M · net income $2.9M · FCF $8.8M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

-42.5%-31.7% pts

Net margin

13.7%-37.2% pts

FCF margin

42.1%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.9M$20.9M$21.9M$25.7M$26.0M
Net Income$2.9M$2.9M$2.4M$-7.7M$13.2M
EBITDA$24.3M$24.3M$25.5M$10.5M$27.3M
EPS0.010.010.01-0.030.05
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin-42.5%-42.5%-44.2%-95.0%-10.8%
Net Margin13.7%13.7%11.2%-30.1%50.9%
Balance Sheet
Debt/Equity3.193.193.263.833.45
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$8.8M$8.8M$8.2M$8.3M$11.9M
Returns
ROE3.9%3.9%3.4%-10.5%15.5%
Valuation
P/E13.0013.0019.19—10.09
EV/EBITDA9.659.659.5527.1913.71
P/B0.480.480.650.771.57
Growth & Yield
Revenue Growth-4.4%-4.4%-14.9%-0.9%—
EPS Growth20.9%20.9%132.1%-157.5%—
Dividend Yield7.2%7.2%———

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

3.5%

fácil

EPS terminal req.

$0.01

Spread vs growth

17.4%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$0.01

Spread vs growth

14.9%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$0.02

Spread vs growth

12.9%

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 -30.9%

Total return

-30.9%

Start / end P/E

24.4x → 12.5x

EPS bridge

0.01 → 0.01

Residual

-10.2%

EPS growth+20.9%
Multiple rerating-48.8%
Dividend+7.2%
Residual / FX / buybacks / cross-term-10.2%

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.