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MYS.AX$4.41-1.56%
Fair $4.41+0.0%

MYS.AX

MyState Limited

Financial Services / Banks - RegionalASX

$4.41

-0.07 (-1.56%)

Fairly Valued+0.0%Fair Value $4.41Fund rank 17/100 · Data gapFallback financials|
SA 18/F
F-Score: 1/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 32.0/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

18/100

F

Piotroski

1/9

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 4.84, above the 2.0 threshold
Thesis & Journal · MYS.AXLocal privado en este navegador · MyState 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

$752M

P/E

17.6x

↑

EV/EBITDA

N/A

•

ROE

7.6%

↑

Gross Margin

N/A

•

Debt/Equity

4.84

↑
52-Week Range$4
$4$5

TradingView lightweight chart

MYS.AX price, volumen y niveles de valoración

Último $4.410Periodo +44.4%
Fair value: $4.410

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.8%

FCF CAGR

—

FCF margin

7.0%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $150.5M · net income $35.3M · FCF $10.6M

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

23.4%-2.8% pts

FCF margin

7.0%+98.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$150.5M$150.5M$159.0M$138.3M$138.5M
Net Income$35.3M$35.3M$38.5M$32.0M$36.3M
EPS0.280.280.310.300.39
Net Margin23.4%23.4%24.2%23.2%26.2%
Balance Sheet
Debt/Equity4.844.844.203.022.80
Cash Flow
Free Cash Flow$10.6M$10.6M$-78.8M$-54.4M$-127.1M
Returns
ROE7.6%7.6%8.4%7.4%8.8%
Valuation
P/E17.6417.6410.5314.3412.07
P/B1.181.180.891.071.20
Growth & Yield
Revenue Growth-5.3%-5.3%14.9%-0.1%—
EPS Growth-8.0%-8.0%1.7%-22.6%—
Dividend Yield5.4%5.4%———

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

11.3%

razonable

EPS terminal req.

$0.39

Spread vs growth

-19.3%

5Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$0.47

Spread vs growth

-18.8%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$0.76

Spread vs growth

-18.4%

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 +7.2%

Total return

+7.2%

Start / end P/E

14.0x → 15.5x

EPS bridge

0.31 → 0.28

Residual

-0.9%

EPS growth-8.0%
Multiple rerating+10.7%
Dividend+5.4%
Residual / FX / buybacks / cross-term-0.9%

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.