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JDO.AX$1.45-2.36%
Fair $1.45+0.0%

JDO.AX

Judo Capital Holdings Limited

Financial Services / Banks - RegionalASX

$1.45

-0.03 (-2.36%)

Fairly Valued+0.0%Fair Value $1.45Fund rank 25/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 19.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

31/100

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · JDO.AXLocal privado en este navegador · Judo Capital Holdings 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

$1.6B

P/E

16.1x

↑

EV/EBITDA

N/A

•

ROE

5.1%

↓

Gross Margin

N/A

•

Debt/Equity

1.85

↑
52-Week Range$1
$1$2

TradingView lightweight chart

JDO.AX price, volumen y niveles de valoración

Último $1.445Periodo -36.1%
Fair value: $1.445

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

+37.9%

FCF CAGR

—

FCF margin

30.6%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $410.2M · net income $86.4M · FCF $125.5M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

21.1%+26.0% pts

FCF margin

30.6%+672.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$410.2M$410.2M$384.8M$344.6M$156.5M
Net Income$86.4M$86.4M$69.9M$73.4M$-7.7M
EPS0.070.070.060.06-0.01
Net Margin21.1%21.1%18.2%21.3%-4.9%
Balance Sheet
Debt/Equity1.851.852.013.062.73
Cash Flow
Free Cash Flow$125.5M$125.5M$616.5M$-731.4M$-1.00B
Returns
ROE5.1%5.1%4.5%5.0%-0.5%
Valuation
P/E16.0616.0621.2320.08—
P/B1.011.010.951.000.97
Growth & Yield
Revenue Growth6.6%6.6%11.7%120.2%—
EPS Growth19.7%19.7%-4.7%900.0%—

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

20.7%

exigente

EPS terminal req.

$0.13

Spread vs growth

-1.0%

5Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$0.16

Spread vs growth

3.4%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$0.25

Spread vs growth

6.6%

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 -4.3%

Total return

-4.3%

Start / end P/E

24.8x → 19.8x

EPS bridge

0.06 → 0.07

Residual

-3.9%

EPS growth+19.7%
Multiple rerating-20.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.9%

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.