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FPR.AX$2.80+0.00%
Fair $2.80+0.0%

FPR.AX

FleetPartners Group Limited

Industrials / Rental & Leasing ServicesASX

$2.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.80Fund rank 21/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
High DebtMargin Compression

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-85.2M · quality 42.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

42/100

C

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: 2unknown: 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. Debt-to-Equity ratio is 2.89, above the 2.0 threshold Operating margin has declined for 3 consecutive years
Thesis & Journal · FPR.AXLocal privado en este navegador · FleetPartners Group 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

$604M

P/E

8.0x

↓

EV/EBITDA

6.4x

↓

ROE

11.9%

↑

Gross Margin

62.9%

↑

Debt/Equity

2.89

↑
52-Week Range$3
$2$3

TradingView lightweight chart

FPR.AX price, volumen y niveles de valoración

Último $2.800Periodo +0.7%
Fair value: $2.800

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

+3.3%

FCF CAGR

—

FCF margin

-12.7%

FCF / Net income

-1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $670.0M · net income $75.3M · FCF $-85.2M

2022-FY → 2025-FY

Gross margin

62.9%+0.5% pts

Operating margin

14.6%-5.7% pts

Net margin

11.2%-5.7% pts

FCF margin

-12.7%+12.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$670.0M$670.0M$658.0M$595.1M$608.6M
Net Income$75.3M$75.3M$77.9M$81.0M$103.3M
EBITDA$336.3M$336.3M$323.5M$306.2M$328.3M
EPS0.330.330.320.300.35
Gross Margin62.9%62.9%61.3%62.4%62.4%
Operating Margin14.6%14.6%15.1%16.5%20.2%
Net Margin11.2%11.2%11.8%13.6%17.0%
Balance Sheet
Debt/Equity2.892.892.672.181.93
Current Ratio2.652.65———
Cash Flow
Free Cash Flow$-85.2M$-85.2M$-186.4M$-76.4M$-154.9M
Returns
ROE11.9%11.9%12.5%12.7%16.6%
Valuation
P/E8.008.009.448.465.75
EV/EBITDA6.426.427.135.954.73
P/B1.011.011.181.080.96
Growth & Yield
Revenue Growth1.8%1.8%10.6%-2.2%—
EPS Growth3.4%3.4%7.0%-14.1%—
Dividend Yield9.1%9.1%———

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

-9.1%

fácil

EPS terminal req.

$0.25

Spread vs growth

12.6%

5Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$0.30

Spread vs growth

5.3%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$0.48

Spread vs growth

-0.4%

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 +2.4%

Total return

+2.4%

Start / end P/E

9.4x → 8.5x

EPS bridge

0.32 → 0.33

Residual

-0.3%

EPS growth+3.4%
Multiple rerating-9.8%
Dividend+9.1%
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.