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MHJ.AX$0.32+1.59%
Fair $0.32+0.0%

MHJ.AX

Michael Hill International Limited

Consumer Cyclical / Luxury GoodsASX

$0.32

+0.00 (+1.59%)

Fairly Valued+0.0%Fair Value $0.32Fund rank 33/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
Low Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $48.4M · quality 60.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

38/100

D

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: 1unknown: 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. ROE is 1.2%, below the 5% threshold
Thesis & Journal · MHJ.AXLocal privado en este navegador · Michael Hill International 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

$123M

P/E

16.0x

↓

EV/EBITDA

4.1x

↓

ROE

1.2%

↓

Gross Margin

60.5%

↑

Debt/Equity

1.13

↑
52-Week Range$0
$0$0

TradingView lightweight chart

MHJ.AX price, volumen y niveles de valoración

Último $0.320Periodo -74.4%
Fair value: $0.320

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

+1.8%

FCF CAGR

-21.2%

FCF margin

7.0%

FCF / Net income

21.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $692.4M · net income $2.3M · FCF $48.4M

2022-FY → 2025-FY

Gross margin

60.5%-4.0% pts

Operating margin

4.3%-6.9% pts

Net margin

0.3%-7.6% pts

FCF margin

7.0%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$692.4M$692.4M$703.4M$684.5M$657.2M
Net Income$2.3M$2.3M$-523382.87$38.3M$51.8M
EBITDA$79.1M$79.1M$78.6M$118.2M$131.4M
EPS0.010.01-0.000.100.13
Gross Margin60.5%60.5%60.5%64.2%64.5%
Operating Margin4.3%4.3%1.7%8.7%11.1%
Net Margin0.3%0.3%-0.1%5.6%7.9%
Balance Sheet
Debt/Equity1.131.131.280.910.66
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$48.4M$48.4M$11.1M$49.8M$98.8M
Returns
ROE1.2%1.2%-0.3%18.7%23.9%
Valuation
P/E16.0016.00—9.608.37
EV/EBITDA4.104.104.984.493.58
P/B0.690.690.991.792.00
Growth & Yield
Revenue Growth-1.6%-1.6%2.8%4.1%—
EPS Growth538.5%538.5%-101.3%-25.6%—

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

70.8%

muy exigente

EPS terminal req.

$0.03

Spread vs growth

467.7%

5Y implied EPS CAGR

43.2%

muy exigente

EPS terminal req.

$0.03

Spread vs growth

495.2%

10Y implied EPS CAGR

25.5%

muy exigente

EPS terminal req.

$0.06

Spread vs growth

512.9%

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 -22.0%

Total return

-22.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.00 → 0.01

Residual

-22.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-22.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.