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SKS.AX$9.36+1.63%
Fair $9.36+0.0%

SKS.AX

SKS Technologies Group Limited

Industrials / Electrical Equipment & PartsASX

$9.36

+0.15 (+1.63%)

Fairly Valued+0.0%Fair Value $9.36Fund rank 30/100 · Data gapFallback financials|
SA 70/B
F-Score: 6/9

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 21%

FCF escenarios

weak_data · normalized FCF $6.2M · 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 31/100Data 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

70/100

B

Piotroski

6/9

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 · SKS.AXLocal privado en este navegador · SKS Technologies Group 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

$1.1B

P/E

62.4x

↑

EV/EBITDA

43.4x

↑

ROE

56.6%

↑

Gross Margin

52.8%

↑

Debt/Equity

0.34

↑
52-Week Range$9
$2$10

TradingView lightweight chart

SKS.AX price, volumen y niveles de valoración

Último $9.360Periodo +1735.3%
Fair value: $9.360

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

+57.3%

FCF CAGR

—

FCF margin

12.4%

FCF / Net income

2.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $261.7M · net income $13.8M · FCF $32.4M

2022-FY → 2025-FY

Gross margin

52.8%+9.6% pts

Operating margin

7.6%+6.6% pts

Net margin

5.3%+0.8% pts

FCF margin

12.4%+14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$261.7M$261.7M$136.3M$83.3M$67.3M
Net Income$13.8M$13.8M$6.6M$752783.00$3.0M
EBITDA$23.7M$23.7M$8.5M$2.3M$3.3M
EPS0.120.120.060.010.03
Gross Margin52.8%52.8%46.9%43.7%43.3%
Operating Margin7.6%7.6%5.0%0.5%1.0%
Net Margin5.3%5.3%4.8%0.9%4.5%
Balance Sheet
Debt/Equity0.340.340.621.631.51
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$32.4M$32.4M$6.2M$2.3M$-1.7M
Returns
ROE56.6%56.6%53.8%13.4%59.6%
Valuation
P/E62.4062.4016.5621.016.25
EV/EBITDA43.4243.4213.4010.778.13
P/B43.1943.198.992.823.73
Growth & Yield
Revenue Growth92.0%92.0%63.7%23.7%—
EPS Growth106.8%106.8%775.4%-75.4%—
Dividend Yield0.9%0.9%———

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

88.0%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

18.7%

5Y implied EPS CAGR

51.7%

muy exigente

EPS terminal req.

$1.00

Spread vs growth

55.0%

10Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$1.62

Spread vs growth

77.6%

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 +435.8%

Total return

+435.8%

Start / end P/E

29.0x → 74.9x

EPS bridge

0.06 → 0.12

Residual

+169.4%

EPS growth+106.8%
Multiple rerating+158.6%
Dividend+0.9%
Residual / FX / buybacks / cross-term+169.4%

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.