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REG.AX$6.51-1.06%
Fair $6.51+0.0%

REG.AX

Regis Healthcare Limited

Healthcare / Medical Care FacilitiesASX

$6.51

-0.07 (-1.06%)

Fairly Valued+0.0%Fair Value $6.51Fund rank 32/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $186.6M · quality 70.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

41/100

C

Piotroski

4/9

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 -2.9%, below the 5% threshold
Thesis & Journal · REG.AXLocal privado en este navegador · Regis Healthcare 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

$2.0B

P/E

54.3x

↑

EV/EBITDA

7.4x

↓

ROE

-292.7%

↓

Gross Margin

100.0%

↑

Debt/Equity

-0.31

↓
52-Week Range$7
$6$9

TradingView lightweight chart

REG.AX price, volumen y niveles de valoración

Último $6.510Periodo +61.9%
Fair value: $6.510

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

+77.6%

FCF CAGR

+49.2%

FCF margin

18.9%

FCF / Net income

4.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $49.0M · FCF $219.6M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

5.2%+282.0% pts

Net margin

4.2%+22.9% pts

FCF margin

18.9%-13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$1.01B$231.0M$207.5M
Net Income$49.0M$49.0M$-21.4M$-28.5M$-38.8M
EBITDA$240.4M$240.4M$191.2M$159.4M$118.0M
EPS0.160.16-0.07-0.09-0.13
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin5.2%5.2%-4.0%-274.2%-276.8%
Net Margin4.2%4.2%-2.1%-12.3%-18.7%
Balance Sheet
Debt/Equity-0.31-0.31-0.173.601.43
Current Ratio0.090.09———
Cash Flow
Free Cash Flow$219.6M$219.6M$186.6M$51.7M$66.1M
Returns
ROE-292.7%-292.7%93.6%-74.1%-49.1%
Valuation
P/E54.2554.25———
EV/EBITDA7.457.456.314.645.69
P/B———17.247.12
Growth & Yield
Revenue Growth14.5%14.5%339.0%11.3%—
EPS Growth326.6%326.6%24.8%26.7%—
Dividend Yield2.8%2.8%———

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

53.1%

muy exigente

EPS terminal req.

$0.58

Spread vs growth

273.5%

5Y implied EPS CAGR

34.1%

muy exigente

EPS terminal req.

$0.70

Spread vs growth

292.5%

10Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$1.13

Spread vs growth

305.1%

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 -15.6%

Total return

-15.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.07 → 0.16

Residual

-18.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term-18.3%

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.