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PPC.AX$1.68-3.46%
Fair $1.68+0.0%

PPC.AX

Peet Limited

Real Estate / Real Estate - DevelopmentASX

$1.68

-0.06 (-3.46%)

Fairly Valued+0.0%Fair Value $1.68Fund rank 27/100 · Data gapFallback financials|
SA 39/D
F-Score: 1/9

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 32.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

39/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · PPC.AXLocal privado en este navegador · Peet 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

$784M

P/E

9.3x

↓

EV/EBITDA

19.5x

↑

ROE

6.4%

↑

Gross Margin

37.0%

↓

Debt/Equity

0.61

↓
52-Week Range$2
$1$2

TradingView lightweight chart

PPC.AX price, volumen y niveles de valoración

Último $1.675Periodo +45.7%
Fair value: $1.675

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

+10.7%

FCF CAGR

—

FCF margin

-10.8%

FCF / Net income

-0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $289.4M · net income $36.5M · FCF $-31.2M

2021-FY → 2024-FY

Gross margin

37.0%-6.0% pts

Operating margin

10.4%-1.2% pts

Net margin

12.6%-0.7% pts

FCF margin

-10.8%-17.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$289.4M$289.4M$309.0M$213.3M$213.3M
Net Income$36.5M$36.5M$70.1M$52.3M$28.5M
EBITDA$57.1M$57.1M$99.6M$77.2M$48.1M
EPS0.080.080.150.11—
Gross Margin37.0%37.0%39.1%33.8%42.9%
Operating Margin10.4%10.4%13.8%-0.2%11.5%
Net Margin12.6%12.6%22.7%24.5%13.4%
Balance Sheet
Debt/Equity0.610.610.530.570.53
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$-31.2M$-31.2M$36.2M$45.0M$14.2M
Returns
ROE6.4%6.4%12.4%9.6%5.5%
Valuation
P/E9.319.318.769.05—
EV/EBITDA19.5119.518.819.3916.14
P/B1.371.371.080.871.10
Growth & Yield
Revenue Growth-6.3%-6.3%44.8%-0.0%—
EPS Growth-47.5%-47.5%36.6%——
Dividend Yield7.8%7.8%———

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

24.1%

exigente

EPS terminal req.

$0.15

Spread vs growth

-71.6%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$0.18

Spread vs growth

-65.7%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$0.29

Spread vs growth

-61.5%

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 +9.0%

Total return

+9.0%

Start / end P/E

11.2x → 21.6x

EPS bridge

0.15 → 0.08

Residual

-44.0%

EPS growth-47.5%
Multiple rerating+92.6%
Dividend+7.8%
Residual / FX / buybacks / cross-term-44.0%

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.