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v0.1
SRV.AX$6.30-5.55%
Fair $6.30+0.0%

SRV.AX

Servcorp Limited

Real Estate / Real Estate ServicesASX

$6.30

-0.37 (-5.55%)

Fairly Valued+0.0%Fair Value $6.30Fund rank 35/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 50.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 96/100Data 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

43/100

C

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · SRV.AXLocal privado en este navegador · Servcorp 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

$629M

P/E

11.1x

↓

EV/EBITDA

5.9x

↓

ROE

20.1%

↑

Gross Margin

100.0%

↑

Debt/Equity

1.91

↑
52-Week Range$6
$5$8

TradingView lightweight chart

SRV.AX price, volumen y niveles de valoración

Último $6.300Periodo +147.1%
Fair value: $6.300

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

+5.2%

FCF CAGR

-4.1%

FCF margin

41.2%

FCF / Net income

3.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $314.1M · net income $39.0M · FCF $129.5M

2021-FY → 2024-FY

Gross margin

100.0%+0.0% pts

Operating margin

11.3%+9.2% pts

Net margin

12.4%+4.2% pts

FCF margin

41.2%-13.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$314.1M$314.1M$292.5M$271.6M$269.7M
Net Income$39.0M$39.0M$11.1M$28.0M$22.1M
EBITDA$150.0M$150.0M$138.5M$136.9M$130.8M
EPS0.400.400.110.290.23
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin11.3%11.3%5.7%6.1%2.1%
Net Margin12.4%12.4%3.8%10.3%8.2%
Balance Sheet
Debt/Equity1.911.911.961.571.73
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$129.5M$129.5M$134.9M$130.7M$146.8M
Returns
ROE20.1%20.1%5.9%14.1%11.0%
Valuation
P/E11.0511.0526.8410.8014.61
EV/EBITDA5.905.904.043.744.44
P/B3.183.181.581.521.62
Growth & Yield
Revenue Growth7.4%7.4%7.7%0.7%—
EPS Growth249.1%249.1%-60.6%25.7%—
Dividend Yield5.1%5.1%———

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

12.0%

razonable

EPS terminal req.

$0.56

Spread vs growth

237.1%

5Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$0.68

Spread vs growth

237.9%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$1.09

Spread vs growth

238.5%

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 +15.6%

Total return

+15.6%

Start / end P/E

50.0x → 15.8x

EPS bridge

0.11 → 0.40

Residual

-170.3%

EPS growth+249.1%
Multiple rerating-68.3%
Dividend+5.1%
Residual / FX / buybacks / cross-term-170.3%

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.