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SBM.AX$0.61+3.39%
Fair $0.61+0.0%

SBM.AX

St Barbara Limited

Basic Materials / GoldASX

$0.61

+0.02 (+3.39%)

Fairly Valued+0.0%Fair Value $0.61Fund rank 27/100 · Data gapFallback financials|
SA 23/D
F-Score: 4/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-51.1M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

23/100

D

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -15.4%, below the 5% threshold
Thesis & Journal · SBM.AXLocal privado en este navegador · St Barbara 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

$738M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-15.4%

↓

Gross Margin

-2.0%

↓

Debt/Equity

0.02

↓
52-Week Range$1
$0$1

TradingView lightweight chart

SBM.AX price, volumen y niveles de valoración

Último $0.610Periodo +149.4%
Fair value: $0.610

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

-32.9%

FCF CAGR

—

FCF margin

-40.4%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $223.6M · net income $-53.9M · FCF $-90.2M

2021-FY → 2024-FY

Gross margin

-2.0%-51.8% pts

Operating margin

-33.4%-30.4% pts

Net margin

-24.1%-0.3% pts

FCF margin

-40.4%-53.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$223.6M$223.6M$323.9M$680.3M$740.2M
Net Income$-53.9M$-53.9M$-429.2M$-160.8M$-176.6M
EBITDA$-42.1M$-42.1M$-477.9M$-90.0M$-62.8M
EPS-0.07-0.07-0.53-0.22-0.25
Gross Margin-2.0%-2.0%18.0%39.1%49.8%
Operating Margin-33.4%-33.4%-50.0%7.1%-3.0%
Net Margin-24.1%-24.1%-132.5%-23.6%-23.9%
Balance Sheet
Debt/Equity0.020.020.030.150.11
Current Ratio3.143.14———
Cash Flow
Free Cash Flow$-90.2M$-90.2M$-33.8M$-51.1M$93.7M
Returns
ROE-15.4%-15.4%-109.1%-14.5%-15.9%
Valuation
P/B1.431.430.580.260.52
Growth & Yield
Revenue Growth-31.0%-31.0%-52.4%-8.1%—
EPS Growth87.5%87.5%-139.4%12.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +74.3%

Total return

+74.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.53 → -0.07

Residual

+74.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+74.3%

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.