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QAL.AX$2.81+1.44%
Fair $2.81+0.0%

QAL.AX

Qualitas Limited

Financial Services / Asset ManagementASX

$2.81

+0.04 (+1.44%)

Fairly Valued+0.0%Fair Value $2.81Fund rank 30/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 25.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

37/100

D

Piotroski

5/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · QAL.AXLocal privado en este navegador · Qualitas 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

$847M

P/E

21.6x

↑

EV/EBITDA

15.6x

↑

ROE

7.1%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.80

↑
52-Week Range$3
$2$4

TradingView lightweight chart

QAL.AX price, volumen y niveles de valoración

Último $2.810Periodo +12.9%
Fair value: $2.810

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

70.4%

FCF / Net income

2.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $102.4M · net income $26.2M · FCF $72.1M

2021-FY → 2024-FY

Gross margin

100.0%— pts

Operating margin

56.9%— pts

Net margin

25.6%— pts

FCF margin

70.4%— pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$102.4M$102.4M$91.9M$45.3M—
Net Income$26.2M$26.2M$22.5M$12.1M—
EBITDA$59.9M$59.9M$54.1M$21.3M—
EPS0.090.090.080.05—
Gross Margin100.0%100.0%100.0%100.0%—
Operating Margin56.9%56.9%55.2%43.0%—
Net Margin25.6%25.6%24.5%26.8%—
Balance Sheet
Debt/Equity0.800.800.941.171.35
Current Ratio7.897.89———
Cash Flow
Free Cash Flow$72.1M$72.1M$-23.4M$38.5M—
Returns
ROE7.1%7.1%6.2%3.4%—
Valuation
P/E21.6221.6234.2632.48—
EV/EBITDA15.6215.6217.0123.57—
P/B2.282.282.131.11—
Growth & Yield
Revenue Growth11.5%11.5%103.0%——
EPS Growth16.1%16.1%49.4%——
Dividend Yield4.0%4.0%———

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

41.5%

muy exigente

EPS terminal req.

$0.25

Spread vs growth

-25.4%

5Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$0.30

Spread vs growth

-11.8%

10Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$0.49

Spread vs growth

-2.5%

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 -1.1%

Total return

-1.1%

Start / end P/E

39.0x → 31.9x

EPS bridge

0.08 → 0.09

Residual

-2.9%

EPS growth+16.1%
Multiple rerating-18.2%
Dividend+4.0%
Residual / FX / buybacks / cross-term-2.9%

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.