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v0.1
SFC.AX$19.01+0.00%
Fair $19.01+0.0%

SFC.AX

Schaffer Corporation Limited

Consumer Cyclical / Auto PartsASX

$19.01

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $19.01Fund rank 31/100 · Data gapFallback financials|
SA 45/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 $24.2M · quality 58.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

45/100

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 · SFC.AXLocal privado en este navegador · Schaffer Corporation 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

$258M

P/E

15.7x

↓

EV/EBITDA

6.1x

↓

ROE

10.2%

↑

Gross Margin

22.4%

↓

Debt/Equity

0.41

↓
52-Week Range$19
$18$22

TradingView lightweight chart

SFC.AX price, volumen y niveles de valoración

Último $19.01Periodo +654.2%
Fair value: $19.01

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

+10.5%

FCF CAGR

+18.0%

FCF margin

11.1%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $218.8M · net income $24.3M · FCF $24.2M

2022-FY → 2025-FY

Gross margin

22.4%-2.5% pts

Operating margin

9.0%-3.8% pts

Net margin

11.1%-5.0% pts

FCF margin

11.1%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$218.8M$218.8M$216.2M$174.0M$162.4M
Net Income$24.3M$24.3M$27.1M$13.6M$26.2M
EBITDA$51.9M$51.9M$54.3M$33.5M$51.5M
EPS1.781.781.991.001.91
Gross Margin22.4%22.4%21.3%20.2%25.0%
Operating Margin9.0%9.0%8.7%5.5%12.8%
Net Margin11.1%11.1%12.5%7.8%16.1%
Balance Sheet
Debt/Equity0.410.410.370.470.31
Current Ratio2.702.70———
Cash Flow
Free Cash Flow$24.2M$24.2M$44.2M$-1.3M$14.7M
Returns
ROE10.2%10.2%11.8%6.5%12.6%
Valuation
P/E15.7115.7110.9216.839.74
EV/EBITDA6.076.076.208.265.34
P/B1.081.081.281.091.23
Growth & Yield
Revenue Growth1.2%1.2%24.2%7.1%—
EPS Growth-10.1%-10.1%99.3%-47.7%—
Dividend Yield4.7%4.7%———

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

-1.9%

fácil

EPS terminal req.

$1.69

Spread vs growth

-8.2%

5Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$2.04

Spread vs growth

-12.8%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$3.29

Spread vs growth

-16.4%

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 -6.8%

Total return

-6.8%

Start / end P/E

10.8x → 10.6x

EPS bridge

1.99 → 1.78

Residual

+0.2%

EPS growth-10.1%
Multiple rerating-1.6%
Dividend+4.7%
Residual / FX / buybacks / cross-term+0.2%

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.