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SXE.AX$4.24+4.69%
Fair $4.24+0.0%

SXE.AX

Southern Cross Electrical Engineering Limited

Industrials / Engineering & ConstructionASX

$4.24

+0.19 (+4.69%)

Fairly Valued+0.0%Fair Value $4.24Fund rank 38/100 · Data gapFallback financials|
SA 66/B
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $44.9M · quality 81.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

66/100

B

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SXE.AXLocal privado en este navegador · Southern Cross Electrical Engineering 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

$1.1B

P/E

424.0x

↑

EV/EBITDA

18.3x

↑

ROE

15.5%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.04

↓
52-Week Range$4
$2$4

TradingView lightweight chart

SXE.AX price, volumen y niveles de valoración

Último $4.240Periodo +165.0%
Fair value: $4.240

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

+13.1%

FCF CAGR

+31.7%

FCF margin

7.5%

FCF / Net income

1.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $801.5M · net income $31.7M · FCF $59.8M

2022-FY → 2025-FY

Gross margin

13.2%+0.1% pts

Operating margin

5.5%+0.9% pts

Net margin

4.0%+1.2% pts

FCF margin

7.5%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$801.5M$801.5M$551.9M$464.7M$553.3M
Net Income$31.7M$31.7M$21.9M$20.1M$15.3M
EBITDA$57.4M$57.4M$42.1M$38.9M$32.6M
EPS0.120.120.080.080.06
Gross Margin13.2%13.2%15.0%16.4%13.1%
Operating Margin5.5%5.5%5.8%6.0%4.6%
Net Margin4.0%4.0%4.0%4.3%2.8%
Balance Sheet
Debt/Equity0.040.040.040.060.06
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$59.8M$59.8M$33.9M$44.9M$26.2M
Returns
ROE15.5%15.5%11.5%11.0%8.8%
Valuation
P/E424.00424.0021.408.4810.65
EV/EBITDA18.2718.279.332.653.69
P/B5.515.512.450.940.93
Growth & Yield
Revenue Growth45.2%45.2%18.8%-16.0%—
EPS Growth45.1%45.1%7.8%26.6%—
Dividend Yield1.8%1.8%———

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

46.8%

muy exigente

EPS terminal req.

$0.38

Spread vs growth

-1.6%

5Y implied EPS CAGR

30.8%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

14.3%

10Y implied EPS CAGR

19.9%

exigente

EPS terminal req.

$0.73

Spread vs growth

25.2%

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 +149.0%

Total return

+149.0%

Start / end P/E

20.9x → 35.6x

EPS bridge

0.08 → 0.12

Residual

+31.7%

EPS growth+45.1%
Multiple rerating+70.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term+31.7%

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.