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LFG.AX$3.16+0.64%
Fair $3.16+0.0%

LFG.AX

Liberty Financial Group Limited

Financial Services / Credit ServicesASX

$3.16

+0.02 (+0.64%)

Fairly Valued+0.0%Fair Value $3.16Fund rank 16/100 · Data gapFallback financials|
SA 33/D
F-Score: 6/9
High DebtDeclining Revenue

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 53.0/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

33/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 12.23, above the 2.0 threshold Revenue has declined for 3 consecutive years
Thesis & Journal · LFG.AXLocal privado en este navegador · Liberty Financial 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

$959M

P/E

6.7x

↓

EV/EBITDA

11.1x

↓

ROE

11.2%

↑

Gross Margin

422.5%

↑

Debt/Equity

12.23

↑
52-Week Range$3
$3$5

TradingView lightweight chart

LFG.AX price, volumen y niveles de valoración

Último $3.160Periodo -54.9%
Fair value: $3.160

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

-4.6%

FCF CAGR

—

FCF margin

33.0%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $352.8M · net income $134.0M · FCF $116.4M

2022-FY → 2025-FY

Gross margin

422.5%+211.9% pts

Operating margin

372.6%+200.4% pts

Net margin

38.0%-16.1% pts

FCF margin

33.0%+152.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$352.8M$352.8M$353.2M$400.3M$406.4M
Net Income$134.0M$134.0M$115.8M$181.5M$219.6M
EBITDA$1.31B$1.31B$1.26B$1.05B$731.3M
EPS0.440.440.380.600.69
Gross Margin422.5%422.5%412.7%306.7%210.5%
Operating Margin372.6%372.6%362.4%263.2%172.2%
Net Margin38.0%38.0%32.8%45.3%54.0%
Balance Sheet
Debt/Equity12.2312.2312.1611.9611.40
Current Ratio0.210.21———
Cash Flow
Free Cash Flow$116.4M$116.4M$-932.6M$-442.7M$-483.8M
Returns
ROE11.2%11.2%9.7%15.5%19.6%
Valuation
P/E6.726.729.866.215.83
EV/EBITDA11.1311.1311.8213.2818.43
P/B0.580.580.950.961.15
Growth & Yield
Revenue Growth-0.1%-0.1%-11.8%-1.5%—
EPS Growth15.4%15.4%-36.2%-13.3%—
Dividend Yield13.4%13.4%———

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

-13.9%

fácil

EPS terminal req.

$0.28

Spread vs growth

29.3%

5Y implied EPS CAGR

-5.1%

fácil

EPS terminal req.

$0.34

Spread vs growth

20.4%

10Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$0.55

Spread vs growth

13.2%

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 +12.2%

Total return

+12.2%

Start / end P/E

8.4x → 7.2x

EPS bridge

0.38 → 0.44

Residual

-2.2%

EPS growth+15.4%
Multiple rerating-14.4%
Dividend+13.4%
Residual / FX / buybacks / cross-term-2.2%

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.