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PCG.AX$0.80+5.96%
Fair $0.80+0.0%

PCG.AX

Pengana Capital Group Limited

Financial Services / Asset ManagementASX

$0.80

+0.05 (+5.96%)

Fairly Valued+0.0%Fair Value $0.80Fund rank 25/100 · Data gapFallback financials|
SA 25/D
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 15.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

25/100

D

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: 0unknown: 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.
Thesis & Journal · PCG.AXLocal privado en este navegador · Pengana Capital Group 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

$91M

P/E

4.7x

↓

EV/EBITDA

N/A

•

ROE

8.0%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$1

TradingView lightweight chart

PCG.AX price, volumen y niveles de valoración

Último $0.800Periodo -11.1%
Fair value: $0.800

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

-44.7%

FCF CAGR

—

FCF margin

-387.8%

FCF / Net income

-3.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.2M · net income $13.2M · FCF $-51.3M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

99.9%+76.1% pts

FCF margin

-387.8%-417.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.2M$13.2M$39.7M$36.5M$78.1M
Net Income$13.2M$13.2M$-4.3M$-489000.00$18.7M
EBITDA——$-4.0M$3.9M$30.4M
EPS0.160.16-0.05-0.010.20
Gross Margin——100.0%100.0%100.0%
Operating Margin——-18.9%-2.7%33.9%
Net Margin99.9%99.9%-10.9%-1.3%23.9%
Balance Sheet
Debt/Equity——0.040.050.02
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$-51.3M$-51.3M$-56.4M$-531000.00$22.9M
Returns
ROE8.0%8.0%-5.9%-0.6%21.2%
Valuation
P/E4.714.71——9.10
EV/EBITDA———21.294.79
P/B0.400.400.961.211.93
Growth & Yield
Revenue Growth-66.7%-66.7%8.7%-53.3%—
EPS Growth408.4%408.4%-784.7%-102.9%—
Dividend Yield6.6%6.6%———

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

-23.9%

fácil

EPS terminal req.

$0.07

Spread vs growth

432.3%

5Y implied EPS CAGR

-11.8%

fácil

EPS terminal req.

$0.09

Spread vs growth

420.2%

10Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$0.14

Spread vs growth

409.9%

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 +3.0%

Total return

+3.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → 0.16

Residual

-3.6%

EPS growthn/d
Multiple reratingn/d
Dividend+6.6%
Residual / FX / buybacks / cross-term-3.6%

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.