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SAN.NZ$7.50-0.27%
Fair $7.50+0.0%

SAN.NZ

Sanford Limited

Consumer Defensive / Farm ProductsNZSE

$7.50

-0.02 (-0.27%)

Fairly Valued+0.0%Fair Value $7.50Fund rank 25/100 · Data gapFallback financials|
SA 64/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-8.5M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

64/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SAN.NZLocal privado en este navegador · Sanford 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

$702M

P/E

11.0x

↓

EV/EBITDA

5.7x

↓

ROE

8.6%

↑

Gross Margin

26.5%

↓

Debt/Equity

0.20

↓
52-Week Range$8
$5$8

TradingView lightweight chart

SAN.NZ price, volumen y niveles de valoración

Último $7.500Periodo +33.9%
Fair value: $7.500

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+4.5%

FCF CAGR

—

FCF margin

19.2%

FCF / Net income

1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $584.1M · net income $63.7M · FCF $112.3M

2021-FY → 2025-FY

Gross margin

26.5%+12.4% pts

Operating margin

8.6%+13.9% pts

Net margin

10.9%+7.6% pts

FCF margin

19.2%+20.6% pts
MetricTTM
2025
2023
2022
2021
Income Statement
Revenue$584.1M$584.1M$553.4M$531.9M$489.6M
Net Income$63.7M$63.7M$10.0M$55.9M$16.3M
EBITDA$145.8M$145.8M$55.0M$94.1M$64.8M
EPS0.680.680.110.60—
Gross Margin26.5%26.5%19.6%18.2%14.0%
Operating Margin8.6%8.6%-0.4%-0.1%-5.3%
Net Margin10.9%10.9%1.8%10.5%3.3%
Balance Sheet
Debt/Equity0.200.200.360.290.35
Current Ratio3.743.74———
Cash Flow
Free Cash Flow$112.3M$112.3M$-23.4M$-8.5M$-6.8M
Returns
ROE8.6%8.6%1.5%8.4%2.6%
Valuation
P/E11.0311.0336.926.97—
EV/EBITDA5.735.7311.026.1110.68
P/B0.950.950.540.590.75
Growth & Yield
Revenue Growth5.5%5.5%4.0%8.6%—
EPS Growth536.4%536.4%-82.1%——
Dividend Yield1.8%1.8%———

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

-0.8%

fácil

EPS terminal req.

$0.67

Spread vs growth

537.2%

5Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$0.81

Spread vs growth

533.0%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$1.30

Spread vs growth

529.8%

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 +41.5%

Total return

+41.5%

Start / end P/E

50.2x → 11.0x

EPS bridge

0.11 → 0.68

Residual

-418.7%

EPS growth+536.4%
Multiple rerating-78.1%
Dividend+1.8%
Residual / FX / buybacks / cross-term-418.7%

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.