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NZK.AX$0.20+2.56%
Fair $0.20+0.0%

NZK.AX

New Zealand King Salmon Investments Limited

Consumer Defensive / Farm ProductsASX

$0.20

+0.01 (+2.56%)

Fairly Valued+0.0%Fair Value $0.20Fund rank 31/100 · Data gapFallback financials|
SA 64/B
F-Score: 2/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $6.9M · quality 54.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

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: 0unknown: 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.
Thesis & Journal · NZK.AXLocal privado en este navegador · New Zealand King Salmon Investments 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

8.1x

↓

EV/EBITDA

2.7x

↓

ROE

6.8%

↑

Gross Margin

21.5%

↓

Debt/Equity

0.08

↓
52-Week Range$0
$0$0

TradingView lightweight chart

NZK.AX price, volumen y niveles de valoración

Último $0.200Periodo -61.5%
Fair value: $0.200

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

+6.5%

FCF CAGR

—

FCF margin

13.1%

FCF / Net income

2.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $211.0M · net income $13.4M · FCF $27.7M

2022-FY → 2025-FY

Gross margin

21.5%-0.3% pts

Operating margin

2.2%+17.2% pts

Net margin

6.3%+48.3% pts

FCF margin

13.1%+16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$211.0M$211.0M$187.1M$167.1M$174.5M
Net Income$13.4M$13.4M$28.5M$1.9M$-73.2M
EBITDA$27.4M$27.4M$47.8M$11.3M$-75.1M
EPS0.020.020.050.00-0.26
Gross Margin21.5%21.5%46.1%31.2%21.8%
Operating Margin2.2%2.2%16.7%-2.9%-15.0%
Net Margin6.3%6.3%15.2%1.1%-41.9%
Balance Sheet
Debt/Equity0.080.080.060.070.50
Current Ratio6.316.31———
Cash Flow
Free Cash Flow$27.7M$27.7M$6.9M$5.3M$-6.2M
Returns
ROE6.8%6.8%15.0%1.1%-65.8%
Valuation
P/E8.068.065.1442.05—
EV/EBITDA2.662.662.886.37—
P/B0.550.550.770.481.23
Growth & Yield
Revenue Growth12.8%12.8%12.0%-4.2%—
EPS Growth-52.8%-52.8%1093.2%101.7%—

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

-10.6%

fácil

EPS terminal req.

$0.02

Spread vs growth

-42.2%

5Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$0.02

Spread vs growth

-49.9%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$0.03

Spread vs growth

-56.1%

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 -4.8%

Total return

-4.8%

Start / end P/E

4.0x → 8.1x

EPS bridge

0.05 → 0.02

Residual

-53.6%

EPS growth-52.8%
Multiple rerating+101.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-53.6%

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.