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TBR.AX$5.40-3.05%
Fair $5.40+0.0%

TBR.AX

Tribune Resources Limited

Basic Materials / GoldASX

$5.40

-0.17 (-3.05%)

Fairly Valued+0.0%Fair Value $5.40Fund rank 35/100 · Data gapFallback financials|
SA 48/C
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 $15.4M · quality 68.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

48/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · TBR.AXLocal privado en este navegador · Tribune 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

$283M

P/E

6.5x

↓

EV/EBITDA

3.6x

↓

ROE

12.9%

↑

Gross Margin

67.5%

↑

Debt/Equity

N/A

•
52-Week Range$5
$4$8

TradingView lightweight chart

TBR.AX price, volumen y niveles de valoración

Último $5.400Periodo +3757.1%
Fair value: $5.400

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

+8.9%

FCF CAGR

-2.8%

FCF margin

10.6%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $160.3M · net income $33.2M · FCF $16.9M

2022-FY → 2025-FY

Gross margin

67.5%+31.5% pts

Operating margin

39.3%+26.2% pts

Net margin

20.7%+19.3% pts

FCF margin

10.6%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$160.3M$160.3M$107.9M$92.0M$124.1M
Net Income$33.2M$33.2M$4.3M$522824.00$1.8M
EBITDA$76.6M$76.6M$28.2M$20.8M$26.9M
EPS0.630.630.080.010.03
Gross Margin67.5%67.5%57.0%47.8%36.0%
Operating Margin39.3%39.3%14.7%12.3%13.0%
Net Margin20.7%20.7%4.0%0.6%1.4%
Balance Sheet
Debt/Equity———0.000.00
Current Ratio6.796.79———
Cash Flow
Free Cash Flow$16.9M$16.9M$15.4M$14.3M$18.4M
Returns
ROE12.9%12.9%1.9%0.2%0.7%
Valuation
P/E6.516.5140.80323.00118.37
EV/EBITDA3.563.565.967.807.70
P/B1.101.100.760.710.86
Growth & Yield
Revenue Growth48.6%48.6%17.2%-25.8%—
EPS Growth661.1%661.1%726.0%-70.8%—
Dividend Yield3.6%3.6%———

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

-8.7%

fácil

EPS terminal req.

$0.48

Spread vs growth

669.8%

5Y implied EPS CAGR

-1.6%

fácil

EPS terminal req.

$0.58

Spread vs growth

662.7%

10Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$0.93

Spread vs growth

657.1%

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 +10.1%

Total return

+10.1%

Start / end P/E

61.4x → 8.6x

EPS bridge

0.08 → 0.63

Residual

-568.6%

EPS growth+661.1%
Multiple rerating-86.0%
Dividend+3.6%
Residual / FX / buybacks / cross-term-568.6%

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.