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SHA.AX$6.92-3.35%
Fair $6.92+0.0%

SHA.AX

SHAPE Australia Corporation Limited

Industrials / Engineering & ConstructionASX

$6.92

-0.24 (-3.35%)

Fairly Valued+0.0%Fair Value $6.92Fund rank 30/100 · Data gapFallback financials|
SA 64/B
F-Score: 5/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $28.1M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

64/100

B

Piotroski

5/9

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 · SHA.AXLocal privado en este navegador · SHAPE Australia 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

$578M

P/E

23.1x

↑

EV/EBITDA

18.8x

↑

ROE

57.6%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.66

↑
52-Week Range$7
$3$8

TradingView lightweight chart

SHA.AX price, volumen y niveles de valoración

Último $6.920Periodo +200.9%
Fair value: $6.920

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

+13.0%

FCF CAGR

—

FCF margin

5.4%

FCF / Net income

2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $947.6M · net income $21.1M · FCF $51.2M

2022-FY → 2025-FY

Gross margin

100.0%+92.0% pts

Operating margin

2.4%+1.1% pts

Net margin

2.2%+1.1% pts

FCF margin

5.4%+9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$947.6M$947.6M$831.7M$856.9M$655.9M
Net Income$21.1M$21.1M$16.0M$10.5M$7.2M
EBITDA$28.0M$28.0M$28.2M$20.9M$14.9M
EPS0.250.250.190.120.08
Gross Margin100.0%100.0%100.0%100.0%8.0%
Operating Margin2.4%2.4%2.1%1.3%1.3%
Net Margin2.2%2.2%1.9%1.2%1.1%
Balance Sheet
Debt/Equity0.660.660.811.211.55
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$51.2M$51.2M$28.1M$21.5M$-25.3M
Returns
ROE57.6%57.6%51.2%40.5%35.5%
Valuation
P/E23.0723.0712.5612.0723.84
EV/EBITDA18.8318.835.553.238.12
P/B16.1716.176.434.888.46
Growth & Yield
Revenue Growth13.9%13.9%-2.9%30.6%—
EPS Growth31.6%31.6%54.1%44.7%—
Dividend Yield3.9%3.9%———

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

35.6%

muy exigente

EPS terminal req.

$0.61

Spread vs growth

-4.0%

5Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$0.74

Spread vs growth

6.9%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$1.20

Spread vs growth

14.5%

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 +108.6%

Total return

+108.6%

Start / end P/E

18.1x → 28.1x

EPS bridge

0.19 → 0.25

Residual

+17.6%

EPS growth+31.6%
Multiple rerating+55.5%
Dividend+3.9%
Residual / FX / buybacks / cross-term+17.6%

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.