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SVR.AX$1.44-2.04%
Fair $1.44+0.0%

SVR.AX

Solvar Limited

Financial Services / Credit ServicesASX

$1.44

-0.03 (-2.04%)

Fairly Valued+0.0%Fair Value $1.44Fund rank 20/100 · 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 43.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · SVR.AXLocal privado en este navegador · Solvar 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

$272M

P/E

9.0x

↓

EV/EBITDA

8.0x

↓

ROE

8.9%

↑

Gross Margin

100.0%

↑

Debt/Equity

1.66

↑
52-Week Range$1
$1$2

TradingView lightweight chart

SVR.AX price, volumen y niveles de valoración

Último $1.440Periodo +60.4%
Fair value: $1.440

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

+3.5%

FCF CAGR

—

FCF margin

24.2%

FCF / Net income

1.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $203.2M · net income $31.4M · FCF $49.2M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

45.6%-4.8% pts

Net margin

15.5%-12.7% pts

FCF margin

24.2%+60.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$203.2M$203.2M$216.0M$207.6M$183.1M
Net Income$31.4M$31.4M$17.0M$47.6M$51.6M
EBITDA$98.2M$98.2M$84.7M$110.8M$99.0M
EPS0.150.150.080.220.24
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin45.6%45.6%42.5%51.4%50.3%
Net Margin15.5%15.5%7.9%22.9%28.2%
Balance Sheet
Debt/Equity1.661.663.461.641.15
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$49.2M$49.2M$19.6M$-124.5M$-66.6M
Returns
ROE8.9%8.9%4.7%12.6%14.0%
Valuation
P/E9.009.0013.047.378.48
EV/EBITDA8.008.0015.757.447.48
P/B0.840.840.610.931.19
Growth & Yield
Revenue Growth-5.9%-5.9%4.1%13.4%—
EPS Growth89.7%89.7%-64.0%-7.4%—
Dividend Yield8.2%8.2%———

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

-5.8%

fácil

EPS terminal req.

$0.13

Spread vs growth

95.5%

5Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$0.15

Spread vs growth

89.4%

10Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$0.25

Spread vs growth

84.7%

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 -4.8%

Total return

-4.8%

Start / end P/E

20.6x → 9.4x

EPS bridge

0.08 → 0.15

Residual

-48.5%

EPS growth+89.7%
Multiple rerating-54.1%
Dividend+8.2%
Residual / FX / buybacks / cross-term-48.5%

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.