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KLS.AX$4.31+1.41%
Fair $4.31+0.0%

KLS.AX

Kelsian Group Limited

Industrials / RailroadsASX

$4.31

+0.06 (+1.41%)

Fairly Valued+0.0%Fair Value $4.31Fund rank 28/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $28.0M · quality 43.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

49/100

C

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: 0unknown: 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.
Thesis & Journal · KLS.AXLocal privado en este navegador · Kelsian Group 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

$1.2B

P/E

18.0x

↑

EV/EBITDA

7.3x

↓

ROE

5.7%

↓

Gross Margin

91.6%

↑

Debt/Equity

1.11

↑
52-Week Range$4
$3$5

TradingView lightweight chart

KLS.AX price, volumen y niveles de valoración

Último $4.310Periodo +191.6%
Fair value: $4.310

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

+18.6%

FCF CAGR

-24.8%

FCF margin

1.8%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.21B · net income $54.5M · FCF $40.1M

2022-FY → 2025-FY

Gross margin

91.6%+0.8% pts

Operating margin

5.3%+0.1% pts

Net margin

2.5%-1.5% pts

FCF margin

1.8%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.21B$2.21B$2.02B$1.42B$1.32B
Net Income$54.5M$54.5M$58.0M$21.0M$52.9M
EBITDA$281.4M$281.4M$268.7M$133.1M$185.3M
EPS0.200.200.210.090.24
Gross Margin91.6%91.6%90.1%88.3%90.8%
Operating Margin5.3%5.3%4.9%4.9%5.2%
Net Margin2.5%2.5%2.9%1.5%4.0%
Balance Sheet
Debt/Equity1.111.111.100.870.88
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$40.1M$40.1M$-108.1M$28.0M$94.2M
Returns
ROE5.7%5.7%6.2%2.3%8.3%
Valuation
P/E17.9617.9622.4378.3324.79
EV/EBITDA7.307.308.1417.239.36
P/B1.231.231.401.782.05
Growth & Yield
Revenue Growth9.5%9.5%42.2%7.0%—
EPS Growth-6.5%-6.5%137.8%-62.3%—
Dividend Yield3.8%3.8%———

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

24.1%

exigente

EPS terminal req.

$0.38

Spread vs growth

-30.7%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$0.46

Spread vs growth

-24.8%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$0.75

Spread vs growth

-20.6%

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 +34.0%

Total return

+34.0%

Start / end P/E

15.5x → 21.5x

EPS bridge

0.21 → 0.20

Residual

-2.6%

EPS growth-6.5%
Multiple rerating+39.3%
Dividend+3.8%
Residual / FX / buybacks / cross-term-2.6%

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.