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SEC.AX$2.46+2.07%
Fair $2.46+0.0%

SEC.AX

Spheria Emerging Companies Limited

Financial Services / Asset ManagementASX

$2.46

+0.05 (+2.07%)

Fairly Valued+0.0%Fair Value $2.46Fund rank 28/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 26.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

30/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · SEC.AXLocal privado en este navegador · Spheria Emerging Companies 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

$147M

P/E

8.2x

↓

EV/EBITDA

N/A

•

ROE

11.5%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$2
$2$3

TradingView lightweight chart

SEC.AX price, volumen y niveles de valoración

Último $2.460Periodo +24.2%
Fair value: $2.460

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

—

FCF CAGR

-6.1%

FCF margin

27.2%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.1M · net income $16.4M · FCF $6.3M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

70.9%+1.8% pts

FCF margin

27.2%+66.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.1M$23.1M$10.4M$13.9M$-19.4M
Net Income$16.4M$16.4M$7.6M$9.6M$-13.4M
EPS0.270.270.130.16-0.22
Net Margin70.9%70.9%72.9%69.6%69.1%
Balance Sheet
Current Ratio181.74181.74———
Cash Flow
Free Cash Flow$6.3M$6.3M$8.1M$4.2M$7.6M
Returns
ROE11.5%11.5%5.7%7.2%-7.4%
Valuation
P/E8.208.2017.1711.69—
P/B1.041.040.970.84—
Growth & Yield
Revenue Growth122.0%122.0%-24.8%171.5%—
EPS Growth115.7%115.7%-20.6%171.7%—
Dividend Yield7.1%7.1%———

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

-7.3%

fácil

EPS terminal req.

$0.22

Spread vs growth

123.0%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$0.26

Spread vs growth

116.5%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$0.43

Spread vs growth

111.3%

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 +9.6%

Total return

+9.6%

Start / end P/E

18.9x → 9.0x

EPS bridge

0.13 → 0.27

Residual

-60.8%

EPS growth+115.7%
Multiple rerating-52.5%
Dividend+7.1%
Residual / FX / buybacks / cross-term-60.8%

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.