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v0.1
FWD.AX$1.75-0.28%
Fair $1.75+0.0%

FWD.AX

Fleetwood Limited

Industrials / Engineering & ConstructionASX

$1.75

-0.00 (-0.28%)

Fairly Valued+0.0%Fair Value $1.75Fund rank 28/100 · Data gapFallback financials|
SA 61/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $5.1M · quality 50.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

61/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · FWD.AXLocal privado en este navegador · Fleetwood 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

$162M

P/E

9.2x

↓

EV/EBITDA

3.1x

↓

ROE

8.8%

↑

Gross Margin

74.3%

↑

Debt/Equity

0.10

↓
52-Week Range$2
$2$3

TradingView lightweight chart

FWD.AX price, volumen y niveles de valoración

Último $1.750Periodo +3.1%
Fair value: $1.750

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

+4.2%

FCF CAGR

+88.7%

FCF margin

7.1%

FCF / Net income

2.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $503.1M · net income $14.6M · FCF $35.6M

2022-FY → 2025-FY

Gross margin

74.3%+8.9% pts

Operating margin

6.7%+7.6% pts

Net margin

2.9%+13.6% pts

FCF margin

7.1%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$503.1M$503.1M$416.4M$409.3M$445.1M
Net Income$14.6M$14.6M$3.8M$2.0M$-47.5M
EBITDA$43.9M$43.9M$23.9M$20.2M$-36.4M
EPS0.150.150.040.02-0.50
Gross Margin74.3%74.3%68.8%65.9%65.4%
Operating Margin6.7%6.7%1.1%0.7%-0.9%
Net Margin2.9%2.9%0.9%0.5%-10.7%
Balance Sheet
Debt/Equity0.100.100.110.150.17
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$35.6M$35.6M$5.1M$-2.3M$5.3M
Returns
ROE8.8%8.8%2.3%1.2%-29.0%
Valuation
P/E9.219.2137.2596.36—
EV/EBITDA3.073.075.018.83—
P/B1.021.020.851.210.98
Growth & Yield
Revenue Growth20.8%20.8%1.7%-8.0%—
EPS Growth277.5%277.5%81.8%104.4%—
Dividend Yield13.1%13.1%———

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

0.9%

fácil

EPS terminal req.

$0.16

Spread vs growth

276.6%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$0.19

Spread vs growth

273.0%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$0.30

Spread vs growth

270.3%

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 -22.8%

Total return

-22.8%

Start / end P/E

68.3x → 11.6x

EPS bridge

0.04 → 0.15

Residual

-230.4%

EPS growth+277.5%
Multiple rerating-83.0%
Dividend+13.1%
Residual / FX / buybacks / cross-term-230.4%

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.