StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
GWA.AX$2.03+1.50%
Fair $2.03+0.0%

GWA.AX

GWA Group Limited

Industrials / Building Products & EquipmentASX

$2.03

+0.03 (+1.50%)

Fairly Valued+0.0%Fair Value $2.03Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $69.8M · quality 70.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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: 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 · GWA.AXLocal privado en este navegador · GWA 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

$538M

P/E

11.9x

↓

EV/EBITDA

8.2x

↓

ROE

12.7%

↑

Gross Margin

39.3%

↑

Debt/Equity

0.60

↑
52-Week Range$2
$2$3

TradingView lightweight chart

GWA.AX price, volumen y niveles de valoración

Último $2.030Periodo -19.3%
Fair value: $2.030

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+0.6%

FCF CAGR

-1.5%

FCF margin

16.9%

FCF / Net income

1.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $413.5M · net income $38.6M · FCF $69.8M

2021-FY → 2024-FY

Gross margin

39.3%-1.2% pts

Operating margin

12.0%+0.4% pts

Net margin

9.3%+0.7% pts

FCF margin

16.9%-1.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$413.5M$413.5M$411.8M$418.7M$405.7M
Net Income$38.6M$38.6M$43.2M$35.2M$35.1M
EBITDA$83.4M$83.4M$86.2M$77.3M$76.6M
EPS0.140.140.160.13—
Gross Margin39.3%39.3%38.4%38.6%40.4%
Operating Margin12.0%12.0%12.3%12.7%11.6%
Net Margin9.3%9.3%10.5%8.4%8.6%
Balance Sheet
Debt/Equity0.600.600.700.751.21
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$69.8M$69.8M$70.7M$11.6M$73.2M
Returns
ROE12.7%12.7%14.1%11.6%11.8%
Valuation
P/E11.9411.9410.9615.23—
EV/EBITDA8.228.227.459.4913.61
P/B1.791.791.551.762.45
Growth & Yield
Revenue Growth0.4%0.4%-1.6%3.2%—
EPS Growth-10.6%-10.6%22.0%——
Dividend Yield7.9%7.9%———

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

7.7%

razonable

EPS terminal req.

$0.18

Spread vs growth

-18.3%

5Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$0.22

Spread vs growth

-19.2%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$0.35

Spread vs growth

-19.9%

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 -3.5%

Total return

-3.5%

Start / end P/E

14.2x → 14.1x

EPS bridge

0.16 → 0.14

Residual

+0.1%

EPS growth-10.6%
Multiple rerating-0.9%
Dividend+7.9%
Residual / FX / buybacks / cross-term+0.1%

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.