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MMS.AX$18.45-0.81%
Fair $18.45+0.0%

MMS.AX

McMillan Shakespeare Limited

Industrials / Staffing & Employment ServicesASX

$18.45

-0.15 (-0.81%)

Fairly Valued+0.0%Fair Value $18.45Fund rank 17/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-79.0M · quality 13.7/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

46/100

C

Piotroski

2/9

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. Debt-to-Equity ratio is 6.72, above the 2.0 threshold
Thesis & Journal · MMS.AXLocal privado en este navegador · McMillan Shakespeare 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

$1.3B

P/E

12.8x

↓

EV/EBITDA

7.8x

↓

ROE

84.5%

↑

Gross Margin

100.0%

↑

Debt/Equity

6.72

↑
52-Week Range$18
$14$20

TradingView lightweight chart

MMS.AX price, volumen y niveles de valoración

Último $18.45Periodo +3590.0%
Fair value: $18.45

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

+0.8%

FCF CAGR

—

FCF margin

-18.1%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $435.6M · net income $95.3M · FCF $-79.0M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

10.7%+24.5% pts

Net margin

21.9%+5.4% pts

FCF margin

-18.1%-44.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$435.6M$435.6M$415.7M$350.0M$425.5M
Net Income$95.3M$95.3M$83.5M$32.3M$70.3M
EBITDA$245.1M$245.1M$224.3M$168.1M$171.8M
EPS——1.190.450.91
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin10.7%10.7%12.2%-3.3%-13.8%
Net Margin21.9%21.9%20.1%9.2%16.5%
Balance Sheet
Debt/Equity6.726.724.562.230.75
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$-79.0M$-79.0M$-127.6M$8.3M$110.7M
Returns
ROE84.5%84.5%64.8%22.2%24.1%
Valuation
P/E12.8112.8114.5839.4411.48
EV/EBITDA7.827.827.379.155.04
P/B11.3911.399.458.742.77
Growth & Yield
Revenue Growth4.8%4.8%18.8%-17.8%—
EPS Growth——167.0%-50.8%—
Dividend Yield7.5%7.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +23.4%

Total return

+23.4%

Start / end P/E

n/dx → n/dx

EPS bridge

1.19 → n/d

Residual

+15.9%

EPS growthn/d
Multiple reratingn/d
Dividend+7.5%
Residual / FX / buybacks / cross-term+15.9%

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.