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MAD.AX$8.34-0.36%
Fair $8.34+0.0%

MAD.AX

Mader Group Limited

Industrials / Specialty Business ServicesASX

$8.34

-0.03 (-0.36%)

Fairly Valued+0.0%Fair Value $8.34Fund rank 27/100 · Data gapFallback financials|
SA 64/B
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 $28.1M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

64/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MAD.AXLocal privado en este navegador · Mader 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

$1.7B

P/E

28.8x

↑

EV/EBITDA

16.2x

↑

ROE

26.9%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.19

↓
52-Week Range$8
$6$10

TradingView lightweight chart

MAD.AX price, volumen y niveles de valoración

Último $8.340Periodo +631.6%
Fair value: $8.340

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

+29.4%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $872.2M · net income $57.1M · FCF $42.7M

2022-FY → 2025-FY

Gross margin

19.3%-0.3% pts

Operating margin

6.2%-0.2% pts

Net margin

6.6%-0.4% pts

FCF margin

4.9%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$872.2M$872.2M$774.5M$608.8M$402.1M
Net Income$57.1M$57.1M$50.4M$38.5M$27.9M
EBITDA$109.5M$109.5M$99.2M$75.1M$50.9M
EPS0.270.270.240.180.14
Gross Margin19.3%19.3%20.9%22.3%19.5%
Operating Margin6.2%6.2%6.1%6.3%6.5%
Net Margin6.6%6.6%6.5%6.3%7.0%
Balance Sheet
Debt/Equity0.190.190.430.540.49
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$42.7M$42.7M$28.1M$-6.4M$-4.1M
Returns
ROE26.9%26.9%31.4%32.2%32.9%
Valuation
P/E28.7628.7625.6130.2018.31
EV/EBITDA16.2316.2313.4116.1710.74
P/B8.308.308.059.726.02
Growth & Yield
Revenue Growth12.6%12.6%27.2%51.4%—
EPS Growth13.5%13.5%30.8%33.9%—
Dividend Yield1.1%1.1%———

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

39.9%

muy exigente

EPS terminal req.

$0.74

Spread vs growth

-26.4%

5Y implied EPS CAGR

27.1%

muy exigente

EPS terminal req.

$0.90

Spread vs growth

-13.5%

10Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$1.44

Spread vs growth

-4.7%

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 +40.8%

Total return

+40.8%

Start / end P/E

25.1x → 30.8x

EPS bridge

0.24 → 0.27

Residual

+3.1%

EPS growth+13.5%
Multiple rerating+23.1%
Dividend+1.1%
Residual / FX / buybacks / cross-term+3.1%

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.