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PRN.AX$2.08-1.89%
Fair $2.08+0.0%

PRN.AX

Perenti Limited

Basic Materials / Other Industrial Metals & MiningASX

$2.08

-0.04 (-1.89%)

Fairly Valued+0.0%Fair Value $2.08Fund rank 29/100 · Data gapFallback financials|
SA 71/B
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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $152.6M · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

71/100

B

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · PRN.AXLocal privado en este navegador · Perenti 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

$1.9B

P/E

16.0x

↓

EV/EBITDA

3.4x

↓

ROE

6.6%

↑

Gross Margin

70.6%

↑

Debt/Equity

0.43

↑
52-Week Range$2
$2$3

TradingView lightweight chart

PRN.AX price, volumen y niveles de valoración

Último $2.080Periodo +447.9%
Fair value: $2.080

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

+12.7%

FCF CAGR

—

FCF margin

5.7%

FCF / Net income

1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.49B · net income $120.6M · FCF $199.6M

2022-FY → 2025-FY

Gross margin

70.6%+0.7% pts

Operating margin

6.5%+2.2% pts

Net margin

3.5%+1.8% pts

FCF margin

5.7%+10.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.49B$3.49B$3.34B$2.88B$2.44B
Net Income$120.6M$120.6M$95.5M$95.7M$40.7M
EBITDA$667.7M$667.7M$625.3M$545.2M$402.2M
EPS0.130.130.100.130.06
Gross Margin70.6%70.6%70.3%68.2%69.9%
Operating Margin6.5%6.5%6.7%6.6%4.3%
Net Margin3.5%3.5%2.9%3.3%1.7%
Balance Sheet
Debt/Equity0.430.430.530.570.69
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$199.6M$199.6M$152.6M$24.2M$-126.6M
Returns
ROE6.6%6.6%5.4%6.8%3.1%
Valuation
P/E16.0016.009.868.2811.32
EV/EBITDA3.443.442.262.372.52
P/B1.091.090.530.560.35
Growth & Yield
Revenue Growth4.4%4.4%16.0%18.2%—
EPS Growth20.0%20.0%-21.6%135.1%—
Dividend Yield3.5%3.5%———

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

13.6%

razonable

EPS terminal req.

$0.18

Spread vs growth

6.4%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$0.22

Spread vs growth

7.9%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$0.36

Spread vs growth

8.9%

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 +32.3%

Total return

+32.3%

Start / end P/E

15.4x → 16.5x

EPS bridge

0.10 → 0.13

Residual

+1.5%

EPS growth+20.0%
Multiple rerating+7.3%
Dividend+3.5%
Residual / FX / buybacks / cross-term+1.5%

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.