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SMN.AX$0.42-1.18%
Fair $0.42+0.0%

SMN.AX

Structural Monitoring Systems Plc

Technology / Scientific & Technical InstrumentsASX

$0.42

-0.01 (-1.18%)

Fairly Valued+0.0%Fair Value $0.42Fund rank 25/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
Low Profitability

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-3.0M · quality 38.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

35/100

D

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: 1unknown: 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. ROE is -7.1%, below the 5% threshold
Thesis & Journal · SMN.AXLocal privado en este navegador · Structural Monitoring Systems Plc
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

$65M

P/E

21.0x

↓

EV/EBITDA

34.8x

↑

ROE

-7.1%

↓

Gross Margin

52.4%

↑

Debt/Equity

0.94

↑
52-Week Range$0
$0$1

TradingView lightweight chart

SMN.AX price, volumen y niveles de valoración

Último $0.420Periodo -82.5%
Fair value: $0.420

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

+22.1%

FCF CAGR

+23.3%

FCF margin

0.9%

FCF / Net income

-0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.0M · net income $-1.0M · FCF $238000.0

2021-FY → 2024-FY

Gross margin

52.4%+6.3% pts

Operating margin

-1.0%+11.1% pts

Net margin

-3.7%+9.0% pts

FCF margin

0.9%+0.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$28.0M$28.0M$22.4M$15.7M$15.3M
Net Income$-1.0M$-1.0M$-3.3M$-4.0M$-2.0M
EBITDA$2.0M$2.0M$-274000.00$-2.3M$-477000.00
EPS-0.01-0.01-0.02-0.03—
Gross Margin52.4%52.4%51.7%49.8%46.2%
Operating Margin-1.0%-1.0%-12.8%-24.4%-12.1%
Net Margin-3.7%-3.7%-14.8%-25.6%-12.8%
Balance Sheet
Debt/Equity0.940.940.960.980.02
Current Ratio3.633.63———
Cash Flow
Free Cash Flow$238000.00$238000.00$-3.0M$-4.9M$127000.00
Returns
ROE-7.1%-7.1%-22.2%-25.9%-13.6%
Valuation
P/E21.0021.00———
EV/EBITDA34.7734.77———
P/B3.883.886.603.663.37
Growth & Yield
Revenue Growth24.9%24.9%42.5%2.4%—
EPS Growth67.4%67.4%23.9%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +6.3%

Total return

+6.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → -0.01

Residual

+6.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.