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KAR.AX$1.98-1.00%
Fair $1.98+0.0%

KAR.AX

Karoon Energy Ltd

Energy / Oil & Gas E&PASX

$1.98

-0.02 (-1.00%)

Fairly Valued+0.0%Fair Value $1.98Fund rank 24/100 · Data gapFallback financials|
SA 58/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-37.1M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

58/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · KAR.AXLocal privado en este navegador · Karoon Energy Ltd
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

$1.4B

P/E

8.6x

↓

EV/EBITDA

6.4x

↓

ROE

12.2%

↑

Gross Margin

42.9%

↑

Debt/Equity

0.33

↓
52-Week Range$2
$1$2

TradingView lightweight chart

KAR.AX price, volumen y niveles de valoración

Último $1.975Periodo +1176.0%
Fair value: $1.975

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

+17.7%

FCF CAGR

—

FCF margin

-5.9%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $628.6M · net income $125.5M · FCF $-37.1M

2022-FY → 2025-FY

Gross margin

42.9%-18.1% pts

Operating margin

27.0%-26.6% pts

Net margin

20.0%+36.7% pts

FCF margin

-5.9%-17.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$628.6M$628.6M$776.5M$566.5M$385.1M
Net Income$125.5M$125.5M$127.5M$163.0M$-64.5M
EBITDA$250.6M$250.6M$298.2M$370.0M$-83.3M
EPS0.170.170.160.28-0.11
Gross Margin42.9%42.9%48.8%87.0%61.0%
Operating Margin27.0%27.0%40.2%55.7%53.6%
Net Margin20.0%20.0%16.4%28.8%-16.7%
Balance Sheet
Debt/Equity0.330.330.520.581.14
Current Ratio2.682.68———
Cash Flow
Free Cash Flow$-37.1M$-37.1M$213.7M$-46.7M$46.0M
Returns
ROE12.2%12.2%13.1%34.4%-23.3%
Valuation
P/E8.598.598.996.91—
EV/EBITDA6.376.374.413.59—
P/B1.421.421.172.383.15
Growth & Yield
Revenue Growth-19.0%-19.0%37.1%47.1%—
EPS Growth6.1%6.1%-43.6%346.7%—
Dividend Yield2.8%2.8%———

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

1.1%

fácil

EPS terminal req.

$0.18

Spread vs growth

4.9%

5Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$0.21

Spread vs growth

1.5%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$0.34

Spread vs growth

-1.2%

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 +15.9%

Total return

+15.9%

Start / end P/E

10.9x → 11.7x

EPS bridge

0.16 → 0.17

Residual

+0.4%

EPS growth+6.1%
Multiple rerating+6.7%
Dividend+2.8%
Residual / FX / buybacks / cross-term+0.4%

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.