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v0.1
PNV.AX$1.10-5.15%
Fair $1.10+0.0%

PNV.AX

PolyNovo Limited

Healthcare / Medical DevicesASX

$1.10

-0.06 (-5.15%)

Fairly Valued+0.0%Fair Value $1.10Fund rank 31/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-8.1M · quality 64.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

57/100

C

Piotroski

6/9

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 · PNV.AXLocal privado en este navegador · PolyNovo 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

$763M

P/E

110.5x

↑

EV/EBITDA

72.3x

↑

ROE

15.9%

↑

Gross Margin

95.9%

↑

Debt/Equity

0.21

↓
52-Week Range$1
$1$2

TradingView lightweight chart

PNV.AX price, volumen y niveles de valoración

Último $1.105Periodo -96.2%
Fair value: $1.105

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

+45.3%

FCF CAGR

—

FCF margin

-8.5%

FCF / Net income

-0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $127.2M · net income $13.2M · FCF $-10.8M

2022-FY → 2025-FY

Gross margin

95.9%+1.2% pts

Operating margin

3.5%+4.1% pts

Net margin

10.4%+13.3% pts

FCF margin

-8.5%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$127.2M$127.2M$103.2M$65.2M$41.4M
Net Income$13.2M$13.2M$5.3M$-4.9M$-1.2M
EBITDA$10.5M$10.5M$4.0M$-2.7M$753458.00
EPS0.020.020.01-0.01-0.00
Gross Margin95.9%95.9%94.7%93.2%94.7%
Operating Margin3.5%3.5%1.1%-9.5%-0.6%
Net Margin10.4%10.4%5.1%-7.5%-2.9%
Balance Sheet
Debt/Equity0.210.210.210.250.62
Current Ratio3.043.04———
Cash Flow
Free Cash Flow$-10.8M$-10.8M$786000.00$-8.1M$-2.5M
Returns
ROE15.9%15.9%7.3%-7.5%-6.7%
Valuation
P/E110.50110.50314.67——
EV/EBITDA72.3572.35401.52—1374.80
P/B9.289.2822.9514.6658.20
Growth & Yield
Revenue Growth23.3%23.3%58.2%57.4%—
EPS Growth152.0%152.0%204.2%-300.0%—

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

73.1%

muy exigente

EPS terminal req.

$0.10

Spread vs growth

78.9%

5Y implied EPS CAGR

44.4%

muy exigente

EPS terminal req.

$0.12

Spread vs growth

107.6%

10Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$0.19

Spread vs growth

126.0%

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 -17.5%

Total return

-17.5%

Start / end P/E

178.7x → 58.5x

EPS bridge

0.01 → 0.02

Residual

-102.3%

EPS growth+152.0%
Multiple rerating-67.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-102.3%

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.