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OML.AX$1.35-0.22%
Fair $1.35+0.0%

OML.AX

oOh!media Limited

Communication Services / Advertising AgenciesASX

$1.35

-0.00 (-0.22%)

Fairly Valued+0.0%Fair Value $1.35Fund rank 35/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
Low Profitability

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $169.0M · quality 65.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

45/100

C

Piotroski

3/9

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); composite fair value and forward targets are disabled until manually verified. ROE is 2.3%, below the 5% threshold
Thesis & Journal · OML.AXLocal privado en este navegador · oOh!media 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

$712M

P/E

44.9x

↑

EV/EBITDA

7.1x

↓

ROE

2.3%

↓

Gross Margin

68.8%

↑

Debt/Equity

1.46

↑
52-Week Range$1
$1$2

TradingView lightweight chart

OML.AX price, volumen y niveles de valoración

Último $1.347Periodo -9.2%
Fair value: $1.347

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

+5.3%

FCF CAGR

-4.8%

FCF margin

24.5%

FCF / Net income

10.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $691.4M · net income $16.9M · FCF $169.0M

2022-FY → 2025-FY

Gross margin

68.8%-2.5% pts

Operating margin

17.7%+3.3% pts

Net margin

2.4%-2.9% pts

FCF margin

24.5%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$691.4M$691.4M$635.6M$633.9M$592.6M
Net Income$16.9M$16.9M$36.6M$34.6M$31.5M
EBITDA$249.5M$249.5M$246.4M$244.9M$255.2M
EPS0.030.030.070.060.05
Gross Margin68.8%68.8%68.3%65.9%71.3%
Operating Margin17.7%17.7%15.9%15.5%14.4%
Net Margin2.4%2.4%5.8%5.5%5.3%
Balance Sheet
Debt/Equity1.461.461.281.091.03
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$169.0M$169.0M$135.6M$171.2M$195.7M
Returns
ROE2.3%2.3%4.9%4.7%3.9%
Valuation
P/E44.9044.9017.6525.3224.91
EV/EBITDA7.107.106.416.746.17
P/B0.980.980.861.180.98
Growth & Yield
Revenue Growth8.8%8.8%0.3%7.0%—
EPS Growth-52.9%-52.9%8.3%18.5%—
Dividend Yield4.6%4.6%———

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

55.2%

muy exigente

EPS terminal req.

$0.12

Spread vs growth

-108.1%

5Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$0.14

Spread vs growth

-88.2%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$0.23

Spread vs growth

-74.9%

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 -14.0%

Total return

-14.0%

Start / end P/E

24.3x → 42.1x

EPS bridge

0.07 → 0.03

Residual

-38.6%

EPS growth-52.9%
Multiple rerating+73.0%
Dividend+4.6%
Residual / FX / buybacks / cross-term-38.6%

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.