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TEA.AX$6.91-1.99%
Fair $6.91+0.0%

TEA.AX

Tasmea Limited

Industrials / Engineering & ConstructionASX

$6.91

-0.14 (-1.99%)

Fairly Valued+0.0%Fair Value $6.91Fund rank 32/100 · Data gapFallback financials|
SA 68/B
F-Score: 4/9

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 $20.8M · quality 63.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

68/100

B

Piotroski

4/9

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 · TEA.AXLocal privado en este navegador · Tasmea 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

$1.8B

P/E

36.4x

↑

EV/EBITDA

19.5x

↑

ROE

28.6%

↑

Gross Margin

29.2%

↑

Debt/Equity

0.76

↑
52-Week Range$7
$3$7

TradingView lightweight chart

TEA.AX price, volumen y niveles de valoración

Último $6.910Periodo +306.5%
Fair value: $6.910

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

+30.8%

FCF CAGR

+19.7%

FCF margin

5.8%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $547.9M · net income $53.1M · FCF $31.5M

2022-FY → 2025-FY

Gross margin

29.2%+7.8% pts

Operating margin

12.1%+7.2% pts

Net margin

9.7%+4.1% pts

FCF margin

5.8%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$547.9M$547.9M$400.0M$320.0M$244.8M
Net Income$53.1M$53.1M$30.5M$19.5M$13.6M
EBITDA$88.4M$88.4M$57.0M$38.6M$27.7M
EPS0.230.230.150.100.07
Gross Margin29.2%29.2%28.5%25.7%21.3%
Operating Margin12.1%12.1%11.3%8.4%4.9%
Net Margin9.7%9.7%7.6%6.1%5.6%
Balance Sheet
Debt/Equity0.760.760.500.780.91
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$31.5M$31.5M$20.8M$7.4M$18.4M
Returns
ROE28.6%28.6%23.2%26.4%23.2%
Valuation
P/E36.3736.379.73——
EV/EBITDA19.4519.455.89——
P/B8.638.632.25——
Growth & Yield
Revenue Growth37.0%37.0%25.0%30.7%—
EPS Growth51.2%51.2%52.4%41.5%—
Dividend Yield1.7%1.7%———

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

38.8%

muy exigente

EPS terminal req.

$0.61

Spread vs growth

12.4%

5Y implied EPS CAGR

26.5%

muy exigente

EPS terminal req.

$0.74

Spread vs growth

24.7%

10Y implied EPS CAGR

18.0%

exigente

EPS terminal req.

$1.19

Spread vs growth

33.2%

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 +122.5%

Total return

+122.5%

Start / end P/E

20.6x → 30.1x

EPS bridge

0.15 → 0.23

Residual

+23.6%

EPS growth+51.2%
Multiple rerating+46.0%
Dividend+1.7%
Residual / FX / buybacks / cross-term+23.6%

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.