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NZM.AX$0.93-1.06%
Fair $0.93+0.0%

NZM.AX

NZME Limited

Communication Services / EntertainmentASX

$0.93

-0.01 (-1.06%)

Fairly Valued+0.0%Fair Value $0.93Fund rank 35/100 · Data gapFallback financials|
SA 44/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $38.2M · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

44/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · NZM.AXLocal privado en este navegador · NZME 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

$175M

P/E

15.5x

↓

EV/EBITDA

5.1x

↓

ROE

13.4%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.98

↑
52-Week Range$1
$1$1

TradingView lightweight chart

NZM.AX price, volumen y niveles de valoración

Último $0.930Periodo +3.3%
Fair value: $0.930

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

-1.3%

FCF CAGR

+14.0%

FCF margin

11.6%

FCF / Net income

3.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $341.3M · net income $13.1M · FCF $39.7M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

6.2%-1.6% pts

Net margin

3.8%-2.7% pts

FCF margin

11.6%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$341.3M$341.3M$345.9M$340.8M$355.4M
Net Income$13.1M$13.1M$-16.0M$12.8M$23.4M
EBITDA$52.1M$52.1M$20.6M$49.6M$59.6M
EPS0.070.07-0.090.070.12
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin6.2%6.2%4.5%5.6%7.8%
Net Margin3.8%3.8%-4.6%3.8%6.6%
Balance Sheet
Debt/Equity0.980.981.070.820.82
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$39.7M$39.7M$25.1M$38.2M$26.8M
Returns
ROE13.4%13.4%-15.8%9.7%16.9%
Valuation
P/E15.5015.50—14.578.98
EV/EBITDA5.065.0614.025.835.35
P/B1.801.801.821.411.52
Growth & Yield
Revenue Growth-1.3%-1.3%1.5%-4.1%—
EPS Growth180.3%180.3%-228.4%-42.8%—
Dividend Yield8.2%8.2%———

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

6.1%

razonable

EPS terminal req.

$0.08

Spread vs growth

174.2%

5Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$0.10

Spread vs growth

172.7%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$0.16

Spread vs growth

171.5%

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 -6.5%

Total return

-6.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → 0.07

Residual

-14.7%

EPS growthn/d
Multiple reratingn/d
Dividend+8.2%
Residual / FX / buybacks / cross-term-14.7%

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.