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MYG.AX$3.17+5.67%
Fair $3.17+0.0%

MYG.AX

Mayfield Group Holdings Limited

Technology / Communication EquipmentASX

$3.17

+0.17 (+5.67%)

Fairly Valued+0.0%Fair Value $3.17Fund rank 35/100 · Data gapFallback financials|
SA 64/B
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.8M · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

64/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · MYG.AXLocal privado en este navegador · Mayfield Group Holdings 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

$368M

P/E

31.7x

↑

EV/EBITDA

23.9x

↑

ROE

19.5%

↑

Gross Margin

45.6%

↑

Debt/Equity

0.07

↓
52-Week Range$3
$1$4

TradingView lightweight chart

MYG.AX price, volumen y niveles de valoración

Último $3.170Periodo -100.0%
Fair value: $3.170

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

+12.8%

FCF CAGR

+124.8%

FCF margin

7.5%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $117.8M · net income $6.8M · FCF $8.8M

2022-FY → 2025-FY

Gross margin

45.6%+1.0% pts

Operating margin

7.8%+11.7% pts

Net margin

5.7%+7.9% pts

FCF margin

7.5%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$117.8M$117.8M$85.5M$77.6M$82.0M
Net Income$6.8M$6.8M$5.1M$5.8M$-1.8M
EBITDA$11.9M$11.9M$6.9M$6.3M$-273423.00
EPS0.070.070.060.06-0.02
Gross Margin45.6%45.6%49.8%53.5%44.6%
Operating Margin7.8%7.8%5.0%4.8%-4.0%
Net Margin5.7%5.7%6.0%7.5%-2.2%
Balance Sheet
Debt/Equity0.070.070.100.130.40
Current Ratio2.772.77———
Cash Flow
Free Cash Flow$8.8M$8.8M$15.3M$7.7M$773194.00
Returns
ROE19.5%19.5%14.9%19.5%-8.5%
Valuation
P/E31.7031.7012.956.48—
EV/EBITDA23.8623.867.685.79—
P/B8.628.621.931.261.49
Growth & Yield
Revenue Growth37.8%37.8%10.2%-5.4%—
EPS Growth29.0%29.0%-13.1%413.7%—
Dividend Yield1.3%1.3%———

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

57.7%

muy exigente

EPS terminal req.

$0.28

Spread vs growth

-28.8%

5Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$0.34

Spread vs growth

-7.6%

10Y implied EPS CAGR

22.6%

exigente

EPS terminal req.

$0.55

Spread vs growth

6.4%

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 +180.6%

Total return

+180.6%

Start / end P/E

20.4x → 44.2x

EPS bridge

0.06 → 0.07

Residual

+33.8%

EPS growth+29.0%
Multiple rerating+116.6%
Dividend+1.3%
Residual / FX / buybacks / cross-term+33.8%

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.