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PWH.AX$9.41-0.32%
Fair $9.41+0.0%

PWH.AX

PWR Holdings Limited

Consumer Cyclical / Auto PartsASX

$9.41

-0.03 (-0.32%)

Fairly Valued+0.0%Fair Value $9.41Fund rank 28/100 · Data gapFallback financials|
SA 47/C
F-Score: 1/9
Margin Compression

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 21%

FCF escenarios

weak_data · normalized FCF $12.7M · quality 46.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

47/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · PWH.AXLocal privado en este navegador · PWR Holdings 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

$946M

P/E

85.5x

↑

EV/EBITDA

38.4x

↑

ROE

9.7%

↑

Gross Margin

78.8%

↑

Debt/Equity

0.61

↑
52-Week Range$9
$6$10

TradingView lightweight chart

PWH.AX price, volumen y niveles de valoración

Último $9.410Periodo +224.5%
Fair value: $9.410

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

+8.8%

FCF CAGR

—

FCF margin

-11.8%

FCF / Net income

-1.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $130.1M · net income $9.8M · FCF $-15.3M

2022-FY → 2025-FY

Gross margin

78.8%-0.6% pts

Operating margin

8.8%-17.9% pts

Net margin

7.5%-13.1% pts

FCF margin

-11.8%-23.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$130.1M$130.1M$139.4M$118.3M$101.1M
Net Income$9.8M$9.8M$24.8M$21.8M$20.8M
EBITDA$26.1M$26.1M$45.6M$39.2M$35.9M
EPS0.100.100.250.220.21
Gross Margin78.8%78.8%80.0%79.9%79.4%
Operating Margin8.8%8.8%23.6%24.2%26.6%
Net Margin7.5%7.5%17.8%18.4%20.6%
Balance Sheet
Debt/Equity0.610.610.160.210.09
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$-15.3M$-15.3M$20.6M$12.7M$12.0M
Returns
ROE9.7%9.7%24.7%24.6%27.3%
Valuation
P/E85.5585.5544.4739.8735.21
EV/EBITDA38.3738.3724.0822.1120.02
P/B9.379.3711.009.809.60
Growth & Yield
Revenue Growth-6.7%-6.7%17.8%17.1%—
EPS Growth-60.7%-60.7%13.9%4.2%—
Dividend Yield0.5%0.5%———

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

104.9%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

-165.5%

5Y implied EPS CAGR

59.8%

muy exigente

EPS terminal req.

$1.01

Spread vs growth

-120.4%

10Y implied EPS CAGR

32.6%

muy exigente

EPS terminal req.

$1.63

Spread vs growth

-93.2%

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 +35.0%

Total return

+35.0%

Start / end P/E

28.4x → 96.9x

EPS bridge

0.25 → 0.10

Residual

-146.7%

EPS growth-60.7%
Multiple rerating+241.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-146.7%

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.