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IEL.AX$2.42+2.11%
Fair $2.42+0.0%

IEL.AX

IDP Education Limited

Consumer Defensive / Education & Training ServicesASX

$2.42

+0.05 (+2.11%)

Fairly Valued+0.0%Fair Value $2.42Fund rank 34/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9

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 $71.7M · quality 66.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

2/9

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 · IEL.AXLocal privado en este navegador · IDP Education 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

$674M

P/E

80.7x

↑

EV/EBITDA

6.4x

↓

ROE

8.3%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.74

↑
52-Week Range$2
$2$7

TradingView lightweight chart

IEL.AX price, volumen y niveles de valoración

Último $2.420Periodo -28.8%
Fair value: $2.420

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

+3.6%

FCF CAGR

-13.5%

FCF margin

8.1%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $882.2M · net income $44.5M · FCF $71.7M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

10.4%-10.4% pts

Net margin

5.0%-7.9% pts

FCF margin

8.1%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$882.2M$882.2M$1.04B$981.9M$793.3M
Net Income$44.5M$44.5M$132.7M$148.5M$102.6M
EBITDA$149.5M$149.5M$262.6M$268.2M$193.6M
EPS0.160.160.480.530.37
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin10.4%10.4%21.8%23.4%20.8%
Net Margin5.0%5.0%12.8%15.1%12.9%
Balance Sheet
Debt/Equity0.740.740.760.640.57
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$71.7M$71.7M$61.8M$131.3M$111.0M
Returns
ROE8.3%8.3%25.4%28.7%22.7%
Valuation
P/E80.6780.6730.3939.6070.13
EV/EBITDA6.356.3516.4622.5437.47
P/B1.271.277.7211.3715.92
Growth & Yield
Revenue Growth-14.9%-14.9%5.6%23.8%—
EPS Growth-66.5%-66.5%-10.7%44.8%—
Dividend Yield2.5%2.5%———

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

10.5%

razonable

EPS terminal req.

$0.21

Spread vs growth

-77.0%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$0.26

Spread vs growth

-76.8%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$0.42

Spread vs growth

-76.7%

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 -29.1%

Total return

-29.1%

Start / end P/E

7.4x → 15.2x

EPS bridge

0.48 → 0.16

Residual

-69.4%

EPS growth-66.5%
Multiple rerating+104.3%
Dividend+2.5%
Residual / FX / buybacks / cross-term-69.4%

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.