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SDI.AX$1.35+0.00%
Fair $1.35+0.0%

SDI.AX

SDI Limited

Healthcare / Medical Instruments & SuppliesASX

$1.35

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.35Fund rank 26/100 · Data gapFallback financials|
SA 68/B
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $-61000.00 · quality 42.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

68/100

B

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: 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 · SDI.AXLocal privado en este navegador · SDI 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

$160M

P/E

13.5x

↓

EV/EBITDA

9.3x

↓

ROE

11.1%

↑

Gross Margin

62.1%

↑

Debt/Equity

0.43

↑
52-Week Range$1
$1$1

TradingView lightweight chart

SDI.AX price, volumen y niveles de valoración

Último $1.350Periodo +1945.5%
Fair value: $1.350

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

+10.8%

FCF CAGR

-22.4%

FCF margin

3.6%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $111.2M · net income $10.4M · FCF $4.0M

2021-FY → 2024-FY

Gross margin

62.1%+0.5% pts

Operating margin

12.2%+2.5% pts

Net margin

9.4%-1.6% pts

FCF margin

3.6%-7.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$111.2M$111.2M$107.9M$95.2M$81.6M
Net Income$10.4M$10.4M$7.1M$7.3M$8.9M
EBITDA$21.0M$21.0M$15.3M$14.4M$17.3M
EPS0.090.090.060.060.08
Gross Margin62.1%62.1%56.8%55.8%61.5%
Operating Margin12.2%12.2%5.8%5.8%9.7%
Net Margin9.4%9.4%6.5%7.7%11.0%
Balance Sheet
Debt/Equity0.430.430.370.020.02
Current Ratio3.833.83———
Cash Flow
Free Cash Flow$4.0M$4.0M$-21.4M$-61000.00$8.6M
Returns
ROE11.1%11.1%8.0%8.7%11.2%
Valuation
P/E13.5013.5013.8013.5411.84
EV/EBITDA9.279.278.126.525.59
P/B1.711.711.111.181.33
Growth & Yield
Revenue Growth3.1%3.1%13.4%16.5%—
EPS Growth47.6%47.6%-3.1%-18.5%—
Dividend Yield2.5%2.5%———

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

11.0%

razonable

EPS terminal req.

$0.12

Spread vs growth

36.7%

5Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$0.14

Spread vs growth

37.1%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$0.23

Spread vs growth

37.4%

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 +61.3%

Total return

+61.3%

Start / end P/E

14.3x → 15.4x

EPS bridge

0.06 → 0.09

Residual

+3.6%

EPS growth+47.6%
Multiple rerating+7.6%
Dividend+2.5%
Residual / FX / buybacks / cross-term+3.6%

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.