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SDL.NZ$0.57+0.88%
Fair $0.57+0.0%

SDL.NZ

Solution Dynamics Limited

Technology / Software - ApplicationNZSE

$0.57

+0.00 (+0.88%)

Fairly Valued+0.0%Fair Value $0.57Fund rank 33/100 · Data gapFallback financials|
SA 44/C
F-Score: 2/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3M · quality 66.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

44/100

C

Piotroski

2/9

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 · SDL.NZLocal privado en este navegador · Solution Dynamics 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

$8M

P/E

3.2x

↓

EV/EBITDA

1.1x

↓

ROE

31.3%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.20

↓
52-Week Range$1
$1$1

TradingView lightweight chart

SDL.NZ price, volumen y niveles de valoración

Último $0.575Periodo -52.1%
Fair value: $0.575

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

+3.9%

FCF CAGR

+20.8%

FCF margin

8.5%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $38.5M · net income $2.8M · FCF $3.3M

2021-FY → 2024-FY

Gross margin

100.0%+0.0% pts

Operating margin

9.7%+4.9% pts

Net margin

7.3%+1.4% pts

FCF margin

8.5%+3.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$38.5M$38.5M$40.5M$40.2M$34.3M
Net Income$2.8M$2.8M$3.4M$2.6M$2.0M
EBITDA$5.0M$5.0M$5.8M$4.6M$3.1M
EPS0.190.190.230.17—
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin9.7%9.7%11.7%8.9%4.8%
Net Margin7.3%7.3%8.5%6.4%5.9%
Balance Sheet
Debt/Equity0.200.200.310.590.27
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$3.3M$3.3M$4.6M$-36000.00$1.9M
Returns
ROE31.3%31.3%46.6%43.3%41.2%
Valuation
P/E3.193.199.1313.71—
EV/EBITDA1.071.074.637.2813.35
P/B0.940.944.255.958.99
Growth & Yield
Revenue Growth-5.0%-5.0%0.8%17.1%—
EPS Growth-16.2%-16.2%30.9%——
Dividend Yield8.7%8.7%———

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

-35.7%

fácil

EPS terminal req.

$0.05

Spread vs growth

19.6%

5Y implied EPS CAGR

-20.3%

fácil

EPS terminal req.

$0.06

Spread vs growth

4.1%

10Y implied EPS CAGR

-6.4%

fácil

EPS terminal req.

$0.10

Spread vs growth

-9.8%

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 +1.4%

Total return

+1.4%

Start / end P/E

2.7x → 3.0x

EPS bridge

0.23 → 0.19

Residual

-1.7%

EPS growth-16.2%
Multiple rerating+10.6%
Dividend+8.7%
Residual / FX / buybacks / cross-term-1.7%

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.