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PMV.AX$12.69+1.28%
Fair $12.69+0.0%

PMV.AX

Premier Investments Limited

Consumer Cyclical / Apparel RetailASX

$12.69

+0.16 (+1.28%)

Fairly Valued+0.0%Fair Value $12.69Fund rank 38/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $346.6M · quality 82.0/100

Data gap 38/100
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

51/100

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: 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 · PMV.AXLocal privado en este navegador · Premier Investments 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

$2.0B

P/E

14.1x

↓

EV/EBITDA

4.1x

↓

ROE

14.4%

↑

Gross Margin

62.6%

↑

Debt/Equity

0.30

↓
52-Week Range$13
$11$23

TradingView lightweight chart

PMV.AX price, volumen y niveles de valoración

Último $12.69Periodo +370.0%
Fair value: $12.69

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+3.4%

FCF CAGR

-0.2%

FCF margin

23.7%

FCF / Net income

1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.60B · net income $257.9M · FCF $378.0M

2021-FY → 2024-FY

Gross margin

62.6%-1.7% pts

Operating margin

20.0%-2.2% pts

Net margin

16.2%-2.7% pts

FCF margin

23.7%-2.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.60B$1.60B$1.64B$1.50B$1.44B
Net Income$257.9M$257.9M$271.1M$285.2M$271.8M
EBITDA$528.7M$528.7M$548.2M$562.1M$562.7M
EPS1.611.611.691.791.70
Gross Margin62.6%62.6%62.2%64.8%64.3%
Operating Margin20.0%20.0%21.3%22.8%22.2%
Net Margin16.2%16.2%16.5%19.0%18.8%
Balance Sheet
Debt/Equity0.300.300.330.180.25
Current Ratio2.782.78———
Cash Flow
Free Cash Flow$378.0M$378.0M$342.6M$346.6M$380.5M
Returns
ROE14.4%14.4%15.6%17.0%17.7%
Valuation
P/E14.1014.1013.0711.9615.69
EV/EBITDA4.114.116.745.787.33
P/B1.131.132.032.032.78
Growth & Yield
Revenue Growth-2.9%-2.9%9.7%3.8%—
EPS Growth-4.6%-4.6%-6.0%5.3%—
Dividend Yield7.5%7.5%———

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

-11.2%

fácil

EPS terminal req.

$1.13

Spread vs growth

6.6%

5Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$1.36

Spread vs growth

-1.4%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$2.19

Spread vs growth

-7.8%

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 -30.7%

Total return

-30.7%

Start / end P/E

12.2x → 7.9x

EPS bridge

1.69 → 1.61

Residual

+1.6%

EPS growth-4.6%
Multiple rerating-35.2%
Dividend+7.5%
Residual / FX / buybacks / cross-term+1.6%

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.