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GNG.AX$5.94-0.17%
Fair $5.94+0.0%

GNG.AX

GR Engineering Services Limited

Basic Materials / Other Industrial Metals & MiningASX

$5.94

-0.01 (-0.17%)

Fairly Valued+0.0%Fair Value $5.94Fund rank 34/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $25.5M · quality 72.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

62/100

B

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · GNG.AXLocal privado en este navegador · GR Engineering Services 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

$1.0B

P/E

34.9x

↑

EV/EBITDA

17.3x

↑

ROE

49.7%

↑

Gross Margin

53.2%

↑

Debt/Equity

0.13

↓
52-Week Range$6
$3$6

TradingView lightweight chart

GNG.AX price, volumen y niveles de valoración

Último $5.940Periodo +194.1%
Fair value: $5.940

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

-9.8%

FCF CAGR

-18.5%

FCF margin

7.5%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $479.0M · net income $34.2M · FCF $35.8M

2022-FY → 2025-FY

Gross margin

53.2%+19.8% pts

Operating margin

9.9%+2.6% pts

Net margin

7.1%+1.8% pts

FCF margin

7.5%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$479.0M$479.0M$424.1M$551.4M$651.7M
Net Income$34.2M$34.2M$31.2M$27.5M$34.7M
EBITDA$55.4M$55.4M$50.0M$40.1M$52.8M
EPS0.200.200.180.160.21
Gross Margin53.2%53.2%54.8%39.2%33.4%
Operating Margin9.9%9.9%10.2%6.2%7.3%
Net Margin7.1%7.1%7.4%5.0%5.3%
Balance Sheet
Debt/Equity0.130.130.140.120.07
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$35.8M$35.8M$25.5M$10.3M$66.1M
Returns
ROE49.7%49.7%47.0%46.0%55.9%
Valuation
P/E34.9434.9411.6413.029.42
EV/EBITDA17.3417.345.956.964.34
P/B14.8614.865.475.995.26
Growth & Yield
Revenue Growth13.0%13.0%-23.1%-15.4%—
EPS Growth8.1%8.1%11.9%-21.2%—
Dividend Yield4.0%4.0%———

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

38.5%

muy exigente

EPS terminal req.

$0.53

Spread vs growth

-30.4%

5Y implied EPS CAGR

26.3%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

-18.2%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$1.03

Spread vs growth

-9.8%

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 +116.2%

Total return

+116.2%

Start / end P/E

15.2x → 29.9x

EPS bridge

0.18 → 0.20

Residual

+7.8%

EPS growth+8.1%
Multiple rerating+96.3%
Dividend+4.0%
Residual / FX / buybacks / cross-term+7.8%

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.