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MAM.AX$0.41+0.00%
Fair $0.41+0.0%

MAM.AX

Microequities Asset Management Group Limited

Financial Services / Asset ManagementASX

$0.41

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.41Fund rank 38/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 100.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

54/100

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · MAM.AXLocal privado en este navegador · Microequities Asset Management 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

$54M

P/E

5.9x

↓

EV/EBITDA

4.6x

↓

ROE

30.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.15

↓
52-Week Range$0
$0$1

TradingView lightweight chart

MAM.AX price, volumen y niveles de valoración

Último $0.410Periodo -45.3%
Fair value: $0.410

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

-13.7%

FCF CAGR

-13.7%

FCF margin

61.9%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.7M · net income $7.1M · FCF $9.1M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

48.5%-13.1% pts

FCF margin

61.9%-0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.7M$14.7M$12.7M$12.2M$22.9M
Net Income$7.1M$7.1M$6.0M$5.7M$14.1M
EBITDA$11.6M$11.6M$8.7M$8.2M$18.3M
EPS0.050.050.040.040.11
Net Margin48.5%48.5%47.1%46.5%61.6%
Balance Sheet
Debt/Equity0.150.150.250.030.01
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$9.1M$9.1M$6.2M$6.0M$14.2M
Returns
ROE30.6%30.6%28.5%29.0%74.9%
Valuation
P/E5.865.8611.4415.736.44
EV/EBITDA4.584.587.3810.124.60
P/B2.342.343.264.574.83
Growth & Yield
Revenue Growth16.0%16.0%4.4%-46.9%—
EPS Growth19.3%19.3%4.9%-60.2%—
Dividend Yield11.2%11.2%———

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

-12.2%

fácil

EPS terminal req.

$0.04

Spread vs growth

31.5%

5Y implied EPS CAGR

-3.9%

fácil

EPS terminal req.

$0.04

Spread vs growth

23.2%

10Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$0.07

Spread vs growth

16.5%

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 -5.1%

Total return

-5.1%

Start / end P/E

10.9x → 7.6x

EPS bridge

0.04 → 0.05

Residual

-5.8%

EPS growth+19.3%
Multiple rerating-29.9%
Dividend+11.2%
Residual / FX / buybacks / cross-term-5.8%

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.