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OBL.AX$1.66-1.36%
Fair $1.66+0.0%

OBL.AX

Omni Bridgeway Limited

Financial Services / Asset ManagementASX

$1.66

-0.02 (-1.36%)

Fairly Valued+0.0%Fair Value $1.66Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 0.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

50/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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.
Thesis & Journal · OBL.AXLocal privado en este navegador · Omni Bridgeway 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

$481M

P/E

1.0x

↓

EV/EBITDA

1.0x

↓

ROE

52.3%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.08

↓
52-Week Range$2
$1$2

TradingView lightweight chart

OBL.AX price, volumen y niveles de valoración

Último $1.662Periodo +10.8%
Fair value: $1.662

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

19.9%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.8M · net income $349.8M · FCF $17.0M

2021-FY → 2025-FY

Gross margin

100.0%— pts

Operating margin

-32.1%— pts

Net margin

407.7%— pts

FCF margin

19.9%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$85.8M$85.8M$120.1M$57.2M$71.7M—
Net Income$349.8M$349.8M$-87.5M$-31.7M$-45.6M—
EBITDA$533.7M$533.7M$26.1M$6.7M$8.8M—
EPS1.231.23-0.31-0.12-0.17-0.10
Gross Margin100.0%100.0%100.0%100.0%100.0%—
Operating Margin-32.1%-32.1%9.7%-100.5%-28.2%—
Net Margin407.7%407.7%-72.9%-55.4%-63.7%—
Balance Sheet
Debt/Equity0.080.081.080.570.49—
Current Ratio1.431.43————
Cash Flow
Free Cash Flow$17.0M$17.0M$-88.0M$-131.2M$-76.4M—
Returns
ROE52.3%52.3%-34.9%-9.1%-13.9%—
Valuation
P/E1.021.02————
EV/EBITDA0.990.9916.48121.47112.50—
P/B0.710.711.172.093.02—
Growth & Yield
Revenue Growth-28.6%-28.6%110.1%-20.3%——
EPS Growth495.3%495.3%-170.9%33.0%-74.1%—

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

-50.7%

fácil

EPS terminal req.

$0.15

Spread vs growth

546.1%

5Y implied EPS CAGR

-32.0%

fácil

EPS terminal req.

$0.18

Spread vs growth

527.4%

10Y implied EPS CAGR

-13.5%

fácil

EPS terminal req.

$0.29

Spread vs growth

508.9%

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 +6.2%

Total return

+6.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.31 → 1.23

Residual

+6.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.2%

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.