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KAU.AX$0.24+2.13%
Fair $0.24+0.0%

KAU.AX

Kaiser Reef Limited

Basic Materials / GoldASX

$0.24

+0.00 (+2.13%)

Fairly Valued+0.0%Fair Value $0.24Fund rank 33/100 · Data gapFallback financials|
SA 25/D
F-Score: 1/9
Low Profitability

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-4.1M · quality 79.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

25/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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. ROE is -23.0%, below the 5% threshold
Thesis & Journal · KAU.AXLocal privado en este navegador · Kaiser Reef 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

$145M

P/E

24.0x

↑

EV/EBITDA

N/A

•

ROE

-23.0%

↓

Gross Margin

100.0%

↑

Debt/Equity

0.02

↓
52-Week Range$0
$0$0

TradingView lightweight chart

KAU.AX price, volumen y niveles de valoración

Último $0.240Periodo -3.0%
Fair value: $0.240

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+2.0%

FCF CAGR

—

FCF margin

-20.5%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.7M · net income $-5.5M · FCF $-4.9M

2022-FY → 2024-FY

Gross margin

100.0%+0.0% pts

Operating margin

-23.6%-10.6% pts

Net margin

-23.3%-13.4% pts

FCF margin

-20.5%-7.2% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$23.7M$23.7M$30.7M$22.8M
Net Income$-5.5M$-5.5M$1.2M$-2.3M
EBITDA$-1.7M$-1.7M$4.9M$4.5M
EPS-0.03-0.030.01-0.02
Gross Margin100.0%100.0%100.0%100.0%
Operating Margin-23.6%-23.6%3.6%-12.9%
Net Margin-23.3%-23.3%3.8%-9.9%
Balance Sheet
Debt/Equity0.020.020.040.01
Current Ratio1.411.41——
Cash Flow
Free Cash Flow$-4.9M$-4.9M$-4.1M$-3.0M
Returns
ROE-23.0%-23.0%4.6%-9.9%
Valuation
P/E24.0024.0025.00—
EV/EBITDA——5.463.44
P/B1.701.701.160.96
Growth & Yield
Revenue Growth-22.7%-22.7%34.7%—
EPS Growth-526.3%-526.3%144.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +26.3%

Total return

+26.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.01 → -0.03

Residual

+26.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+26.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.