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PPK.AX$0.34+1.47%
Fair $0.34+0.0%

PPK.AX

PPK Group Limited

Industrials / Electrical Equipment & PartsASX

$0.34

+0.00 (+1.47%)

Fairly Valued+0.0%Fair Value $0.34Fund rank 31/100 · Data gapFallback financials|
SA 18/F
F-Score: 1/9
Low Profitability

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 $-16.7M · quality 62.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

18/100

F

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: 1unknown: 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. ROE is -15.9%, below the 5% threshold
Thesis & Journal · PPK.AXLocal privado en este navegador · PPK 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

$31M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-15.9%

↓

Gross Margin

28.5%

↑

Debt/Equity

0.15

↓
52-Week Range$0
$0$1

TradingView lightweight chart

PPK.AX price, volumen y niveles de valoración

Último $0.345Periodo -32.4%
Fair value: $0.345

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

—

FCF CAGR

—

FCF margin

-65.6%

FCF / Net income

1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.2M · net income $-10.7M · FCF $-18.5M

2021-FY → 2024-FY

Gross margin

28.5%— pts

Operating margin

-80.6%— pts

Net margin

-38.1%— pts

FCF margin

-65.6%— pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$28.2M$28.2M$6.4M$1.6M—
Net Income$-10.7M$-10.7M$-7.8M$-2.6M$-5.5M
EBITDA$-12.3M$-12.3M$-10.6M$-14.9M$-5.4M
EPS-0.12-0.12-0.09-0.03—
Gross Margin28.5%28.5%45.7%100.0%—
Operating Margin-80.6%-80.6%-238.7%-961.0%—
Net Margin-38.1%-38.1%-123.0%-155.7%—
Balance Sheet
Debt/Equity0.150.150.130.050.01
Current Ratio0.720.72———
Cash Flow
Free Cash Flow$-18.5M$-18.5M$-16.7M$-15.8M$-5.8M
Returns
ROE-15.9%-15.9%-10.3%-3.1%-7.1%
Valuation
P/B0.450.451.792.5716.66
Growth & Yield
Revenue Growth343.7%343.7%285.7%——
EPS Growth-37.5%-37.5%-206.6%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +16.9%

Total return

+16.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → -0.12

Residual

+16.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+16.9%

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.