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PIC.AX$1.17-2.92%
Fair $1.17+0.0%

PIC.AX

Perpetual Equity Investment Company Limited

Financial Services / Asset ManagementASX

$1.17

-0.04 (-2.92%)

Fairly Valued+0.0%Fair Value $1.17Fund rank 25/100 · Data gapFallback financials|
SA 22/D
F-Score: 1/9
Declining RevenueLow Profitability

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 21.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

22/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years ROE is 4.5%, below the 5% threshold
Thesis & Journal · PIC.AXLocal privado en este navegador · Perpetual Equity Investment Company 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

$449M

P/E

12.9x

↑

EV/EBITDA

N/A

•

ROE

4.5%

↓

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$1

TradingView lightweight chart

PIC.AX price, volumen y niveles de valoración

Último $1.165Periodo +19.5%
Fair value: $1.165

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

—

FCF CAGR

—

FCF margin

140.6%

FCF / Net income

1.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.8M · net income $21.7M · FCF $43.3M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

70.5%+1.2% pts

FCF margin

140.6%+68.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.8M$30.8M$41.6M$79.3M$-25.8M
Net Income$21.7M$21.7M$28.6M$55.0M$-17.9M
EPS0.060.060.080.15-0.05
Net Margin70.5%70.5%68.7%69.3%69.4%
Balance Sheet
Current Ratio52.1152.11———
Cash Flow
Free Cash Flow$43.3M$43.3M$2.8M$-1.6M$-18.8M
Returns
ROE4.5%4.5%5.9%11.4%-4.0%
Valuation
P/E12.9412.9416.078.09—
P/B0.930.930.950.920.99
Growth & Yield
Revenue Growth-25.9%-25.9%-47.6%407.3%—
EPS Growth-24.4%-24.4%-48.4%405.0%—
Dividend Yield6.9%6.9%———

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

22.0%

exigente

EPS terminal req.

$0.10

Spread vs growth

-46.5%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$0.13

Spread vs growth

-41.5%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$0.20

Spread vs growth

-37.9%

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 +4.4%

Total return

+4.4%

Start / end P/E

15.9x → 20.5x

EPS bridge

0.08 → 0.06

Residual

-7.1%

EPS growth-24.4%
Multiple rerating+29.0%
Dividend+6.9%
Residual / FX / buybacks / cross-term-7.1%

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.