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v0.1
LSX.AX$0.92+6.36%
Fair $0.92+0.0%

LSX.AX

Lion Selection Group Limited

Basic Materials / GoldASX

$0.92

+0.06 (+6.36%)

Fairly Valued+0.0%Fair Value $0.92Fund rank 25/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $822000.00 · quality 44.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

52/100

C

Piotroski

5/9

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 · LSX.AXLocal privado en este navegador · Lion Selection 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

$132M

P/E

2.4x

↓

EV/EBITDA

N/A

•

ROE

30.7%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$1
$1$1

TradingView lightweight chart

LSX.AX price, volumen y niveles de valoración

Último $0.920Periodo +97.8%
Fair value: $0.920

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

+77.1%

FCF CAGR

—

FCF margin

1.8%

FCF / Net income

0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.2M · net income $39.2M · FCF $822000.0

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

84.7%-23.8% pts

FCF margin

1.8%+26.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.2M$46.2M$4.0M$3.1M$8.3M
Net Income$39.2M$39.2M$1.1M$581000.00$9.0M
EPS0.270.270.010.000.06
Net Margin84.7%84.7%27.6%18.7%108.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio11.7111.71———
Cash Flow
Free Cash Flow$822000.00$822000.00$1.0M$-1.4M$-2.0M
Returns
ROE30.7%30.7%1.3%0.7%9.3%
Valuation
P/E2.422.4258.13108.75—
P/B1.041.040.750.70—
Growth & Yield
Revenue Growth1051.6%1051.6%29.6%-62.8%—
EPS Growth3312.5%3312.5%100.0%-93.3%—

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

-33.1%

fácil

EPS terminal req.

$0.08

Spread vs growth

3345.6%

5Y implied EPS CAGR

-18.4%

fácil

EPS terminal req.

$0.10

Spread vs growth

3330.9%

10Y implied EPS CAGR

-5.3%

fácil

EPS terminal req.

$0.16

Spread vs growth

3317.8%

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

102.5x → 3.4x

EPS bridge

0.01 → 0.27

Residual

-3203.6%

EPS growth+3312.5%
Multiple rerating-96.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3203.6%

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.