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MLG.AX$0.70+0.72%
Fair $0.70+0.0%

MLG.AX

MLG Oz Limited

Basic Materials / Other Industrial Metals & MiningASX

$0.70

+0.00 (+0.72%)

Fairly Valued+0.0%Fair Value $0.70Fund rank 37/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.9M · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

47/100

C

Piotroski

3/9

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 · MLG.AXLocal privado en este navegador · MLG Oz 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

$108M

P/E

8.8x

↓

EV/EBITDA

3.1x

↓

ROE

8.4%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.52

↑
52-Week Range$1
$1$1

TradingView lightweight chart

MLG.AX price, volumen y niveles de valoración

Último $0.700Periodo -44.7%
Fair value: $0.700

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

+23.5%

FCF CAGR

+16.3%

FCF margin

6.3%

FCF / Net income

2.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $540.4M · net income $12.1M · FCF $33.9M

2022-FY → 2025-FY

Gross margin

100.0%+0.4% pts

Operating margin

3.4%+1.2% pts

Net margin

2.2%+0.6% pts

FCF margin

6.3%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$540.4M$540.4M$468.6M$375.2M$286.8M
Net Income$12.1M$12.1M$11.0M$809665.00$4.8M
EBITDA$59.7M$59.7M$51.4M$25.4M$27.7M
EPS0.070.070.070.010.03
Gross Margin100.0%100.0%100.2%100.0%99.6%
Operating Margin3.4%3.4%3.6%0.9%2.2%
Net Margin2.2%2.2%2.3%0.2%1.7%
Balance Sheet
Debt/Equity0.520.520.520.520.59
Current Ratio0.990.99———
Cash Flow
Free Cash Flow$33.9M$33.9M$37.8M$14.4M$21.6M
Returns
ROE8.4%8.4%8.4%0.7%4.1%
Valuation
P/E8.758.7510.58111.6116.31
EV/EBITDA3.153.153.465.975.31
P/B0.840.840.890.770.68
Growth & Yield
Revenue Growth15.3%15.3%24.9%30.8%—
EPS Growth-6.3%-6.3%1233.9%-83.1%—
Dividend Yield3.6%3.6%———

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

-3.9%

fácil

EPS terminal req.

$0.06

Spread vs growth

-2.4%

5Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$0.08

Spread vs growth

-7.7%

10Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$0.12

Spread vs growth

-11.9%

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 +8.0%

Total return

+8.0%

Start / end P/E

9.0x → 10.0x

EPS bridge

0.07 → 0.07

Residual

-0.7%

EPS growth-6.3%
Multiple rerating+11.5%
Dividend+3.6%
Residual / FX / buybacks / cross-term-0.7%

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.