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SRG.AX$3.46+10.03%
Fair $3.46+0.0%

SRG.AX

SRG Global Limited

Industrials / Engineering & ConstructionASX

$3.46

+0.31 (+10.03%)

Fairly Valued+0.0%Fair Value $3.46Fund rank 36/100 · Data gapFallback financials|
SA 67/B
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $66.3M · quality 72.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

67/100

B

Piotroski

3/9

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 · SRG.AXLocal privado en este navegador · SRG Global 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

$2.2B

P/E

38.4x

↑

EV/EBITDA

17.8x

↑

ROE

12.1%

↑

Gross Margin

56.5%

↑

Debt/Equity

0.33

↓
52-Week Range$3
$1$4

TradingView lightweight chart

SRG.AX price, volumen y niveles de valoración

Último $3.455Periodo +187.9%
Fair value: $3.455

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

+27.1%

FCF CAGR

+18.2%

FCF margin

5.0%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.32B · net income $47.5M · FCF $66.5M

2022-FY → 2025-FY

Gross margin

56.5%+3.8% pts

Operating margin

5.5%+1.2% pts

Net margin

3.6%+0.5% pts

FCF margin

5.0%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.32B$1.32B$1.07B$809.0M$644.2M
Net Income$47.5M$47.5M$34.4M$22.6M$20.1M
EBITDA$119.4M$119.4M$95.8M$72.8M$55.4M
EPS0.080.080.070.050.04
Gross Margin56.5%56.5%56.5%55.4%52.7%
Operating Margin5.5%5.5%5.0%4.6%4.2%
Net Margin3.6%3.6%3.2%2.8%3.1%
Balance Sheet
Debt/Equity0.330.330.290.320.24
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$66.5M$66.5M$66.3M$11.5M$40.2M
Returns
ROE12.1%12.1%11.3%7.8%8.6%
Valuation
P/E38.3938.3913.4615.4313.33
EV/EBITDA17.7517.754.995.394.79
P/B5.365.361.521.201.14
Growth & Yield
Revenue Growth23.8%23.8%32.2%25.6%—
EPS Growth20.0%20.0%38.3%4.4%—
Dividend Yield1.9%1.9%———

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

57.8%

muy exigente

EPS terminal req.

$0.31

Spread vs growth

-37.8%

5Y implied EPS CAGR

36.6%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

-16.6%

10Y implied EPS CAGR

22.6%

exigente

EPS terminal req.

$0.60

Spread vs growth

-2.6%

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 +130.0%

Total return

+130.0%

Start / end P/E

23.3x → 44.3x

EPS bridge

0.07 → 0.08

Residual

+18.0%

EPS growth+20.0%
Multiple rerating+90.0%
Dividend+1.9%
Residual / FX / buybacks / cross-term+18.0%

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.