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IRE.AX$6.11-0.97%
Fair $6.11+0.0%

IRE.AX

Iress Limited

Technology / Software - ApplicationASX

$6.11

-0.06 (-0.97%)

Fairly Valued+0.0%Fair Value $6.11Fund rank 33/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9
Declining Revenue

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 $44.2M · quality 68.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

37/100

D

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · IRE.AXLocal privado en este navegador · Iress 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

$1.1B

P/E

14.9x

↓

EV/EBITDA

9.0x

↓

ROE

18.7%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.39

↑
52-Week Range$6
$6$10

TradingView lightweight chart

IRE.AX price, volumen y niveles de valoración

Último $6.110Periodo +279.6%
Fair value: $6.110

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

-3.4%

FCF CAGR

-31.3%

FCF margin

5.0%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $556.3M · net income $79.3M · FCF $27.6M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

15.7%-1.5% pts

Net margin

14.2%+5.7% pts

FCF margin

5.0%-8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$556.3M$556.3M$600.8M$625.7M$617.9M
Net Income$79.3M$79.3M$88.7M$-137.5M$52.7M
EBITDA$143.4M$143.4M$153.1M$-54.3M$120.0M
EPS0.410.410.46-0.760.28
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin15.7%15.7%8.1%3.9%17.2%
Net Margin14.2%14.2%14.8%-22.0%8.5%
Balance Sheet
Debt/Equity0.390.390.621.551.07
Current Ratio1.471.47———
Cash Flow
Free Cash Flow$27.6M$27.6M$82.9M$44.2M$85.0M
Returns
ROE18.7%18.7%23.5%-50.5%12.1%
Valuation
P/E14.9014.9020.30—34.32
EV/EBITDA9.039.0312.86—18.40
P/B2.812.814.765.254.17
Growth & Yield
Revenue Growth-7.4%-7.4%-4.0%1.3%—
EPS Growth-11.7%-11.7%160.5%-372.9%—
Dividend Yield3.9%3.9%———

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

9.9%

razonable

EPS terminal req.

$0.54

Spread vs growth

-21.6%

5Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$0.66

Spread vs growth

-21.7%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$1.06

Spread vs growth

-21.7%

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 -25.3%

Total return

-25.3%

Start / end P/E

18.7x → 15.0x

EPS bridge

0.46 → 0.41

Residual

+2.3%

EPS growth-11.7%
Multiple rerating-19.8%
Dividend+3.9%
Residual / FX / buybacks / cross-term+2.3%

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.