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JIN.AX$7.62-2.68%
Fair $7.62+0.0%

JIN.AX

Jumbo Interactive Limited

Consumer Cyclical / GamblingASX

$7.62

-0.21 (-2.68%)

Fairly Valued+0.0%Fair Value $7.62Fund rank 40/100 · Data gapFallback financials|
SA 48/C
F-Score: 1/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $46.2M · quality 85.3/100

Data gap 40/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

48/100

C

Piotroski

1/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · JIN.AXLocal privado en este navegador · Jumbo Interactive 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

$483M

P/E

12.7x

↓

EV/EBITDA

5.8x

↓

ROE

33.0%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.12

↓
52-Week Range$8
$7$13

TradingView lightweight chart

JIN.AX price, volumen y niveles de valoración

Último $7.620Periodo +79.3%
Fair value: $7.620

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

+11.7%

FCF CAGR

+2.9%

FCF margin

28.6%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $145.3M · net income $40.2M · FCF $41.6M

2022-FY → 2025-FY

Gross margin

100.0%+13.9% pts

Operating margin

37.0%-5.7% pts

Net margin

27.7%-2.3% pts

FCF margin

28.6%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$145.3M$145.3M$159.3M$118.7M$104.3M
Net Income$40.2M$40.2M$43.3M$31.6M$31.2M
EBITDA$70.9M$70.9M$76.4M$58.0M$54.2M
EPS0.640.640.690.500.49
Gross Margin100.0%100.0%100.0%84.9%86.1%
Operating Margin37.0%37.0%38.8%39.7%42.7%
Net Margin27.7%27.7%27.2%26.6%29.9%
Balance Sheet
Debt/Equity0.120.120.030.040.03
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$41.6M$41.6M$54.0M$46.2M$38.2M
Returns
ROE33.0%33.0%37.6%31.6%31.5%
Valuation
P/E12.7012.7024.3127.3931.62
EV/EBITDA5.835.8312.9314.0616.99
P/B3.943.949.158.659.96
Growth & Yield
Revenue Growth-8.8%-8.8%34.2%13.9%—
EPS Growth-6.8%-6.8%37.4%1.2%—
Dividend Yield5.4%5.4%———

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

1.9%

fácil

EPS terminal req.

$0.68

Spread vs growth

-8.7%

5Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$0.82

Spread vs growth

-11.9%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$1.32

Spread vs growth

-14.3%

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 -16.6%

Total return

-16.6%

Start / end P/E

14.2x → 11.9x

EPS bridge

0.69 → 0.64

Residual

+1.1%

EPS growth-6.8%
Multiple rerating-16.3%
Dividend+5.4%
Residual / FX / buybacks / cross-term+1.1%

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.