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MYE.AX$0.26+4.08%
Fair $0.26+0.0%

MYE.AX

Mastermyne Group Limited

Basic Materials / Other Industrial Metals & MiningASX

$0.26

+0.01 (+4.08%)

Fairly Valued+0.0%Fair Value $0.26Fund rank 30/100 · Data gapFallback financials|
SA 58/C
F-Score: 2/9
Declining RevenueLow 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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $12.8M · quality 53.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

58/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 2.3%, below the 5% threshold
Thesis & Journal · MYE.AXLocal privado en este navegador · Mastermyne 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

$79M

P/E

25.5x

↑

EV/EBITDA

4.5x

↓

ROE

2.3%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.07

↓
52-Week Range$0
$0$0

TradingView lightweight chart

MYE.AX price, volumen y niveles de valoración

Último $0.255Periodo -76.8%
Fair value: $0.255

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

-22.1%

FCF CAGR

—

FCF margin

6.1%

FCF / Net income

7.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $213.8M · net income $1.7M · FCF $13.1M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

1.6%+5.0% pts

Net margin

0.8%+3.6% pts

FCF margin

6.1%+10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$213.8M$213.8M$294.1M$514.2M$452.7M
Net Income$1.7M$1.7M$39.6M$-74.0M$-12.6M
EBITDA$11.7M$11.7M$31.4M$-34.1M$17.5M
EPS0.010.010.11-0.49-0.10
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin1.6%1.6%6.2%-5.3%-3.4%
Net Margin0.8%0.8%13.5%-14.4%-2.8%
Balance Sheet
Debt/Equity0.070.070.102.201.22
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$13.1M$13.1M$12.8M$-30.1M$-21.2M
Returns
ROE2.3%2.3%53.9%-226.0%-15.1%
Valuation
P/E25.5025.501.95——
EV/EBITDA4.544.541.86—8.51
P/B1.061.061.050.620.64
Growth & Yield
Revenue Growth-27.3%-27.3%-42.8%13.6%—
EPS Growth-95.0%-95.0%122.9%-383.3%—
Dividend Yield5.6%5.6%———

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

59.3%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

-154.3%

5Y implied EPS CAGR

37.4%

muy exigente

EPS terminal req.

$0.03

Spread vs growth

-132.4%

10Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$0.04

Spread vs growth

-118.0%

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 +60.1%

Total return

+60.1%

Start / end P/E

1.5x → 45.5x

EPS bridge

0.11 → 0.01

Residual

-2868.9%

EPS growth-95.0%
Multiple rerating+3018.5%
Dividend+5.6%
Residual / FX / buybacks / cross-term-2868.9%

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.