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SMR.AX$2.86-0.35%
Fair $2.86+0.0%

SMR.AX

Stanmore Resources Limited

Basic Materials / Coking CoalASX

$2.86

-0.01 (-0.35%)

Fairly Valued+0.0%Fair Value $2.86Fund rank 34/100 · Data gapFallback financials|
SA 50/C
F-Score: 1/9
Declining RevenueMargin CompressionLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $270.4M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

50/100

C

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -2.7%, below the 5% threshold
Thesis & Journal · SMR.AXLocal privado en este navegador · Stanmore Resources 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

$2.6B

P/E

N/A

•

EV/EBITDA

7.7x

↓

ROE

-2.7%

↓

Gross Margin

83.1%

↑

Debt/Equity

0.31

↑
52-Week Range$3
$2$3

TradingView lightweight chart

SMR.AX price, volumen y niveles de valoración

Último $2.860Periodo +275.2%
Fair value: $2.860

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

-11.3%

FCF CAGR

-36.7%

FCF margin

14.4%

FCF / Net income

-5.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88B · net income $-47.2M · FCF $270.4M

2022-FY → 2025-FY

Gross margin

83.1%+0.7% pts

Operating margin

10.5%-24.4% pts

Net margin

-2.5%-27.2% pts

FCF margin

14.4%-25.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.88B$1.88B$2.40B$2.80B$2.70B
Net Income$-47.2M$-47.2M$191.5M$472.4M$666.8M
EBITDA$375.9M$375.9M$699.7M$1.06B$1.12B
EPS-0.05-0.050.210.520.84
Gross Margin83.1%83.1%83.4%86.9%82.5%
Operating Margin10.5%10.5%24.6%27.7%34.9%
Net Margin-2.5%-2.5%8.0%16.8%24.7%
Balance Sheet
Debt/Equity0.310.310.370.440.65
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$270.4M$270.4M$222.0M$543.6M$1.06B
Returns
ROE-2.7%-2.7%10.5%26.9%50.0%
Valuation
P/E——14.157.823.78
EV/EBITDA7.717.714.413.792.64
P/B1.501.501.482.111.89
Growth & Yield
Revenue Growth-21.5%-21.5%-14.6%4.0%—
EPS Growth-124.5%-124.5%-59.5%-37.5%—
Dividend Yield4.3%4.3%———

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 +53.3%

Total return

+53.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.21 → -0.05

Residual

+49.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+49.0%

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.