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TPC.AX$3.59+0.00%
Fair $3.59+0.0%

TPC.AX

TPC Consolidated Limited

Utilities / Utilities - DiversifiedASX

$3.59

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.59Fund rank 24/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
Low Profitability

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-3.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

36/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · TPC.AXLocal privado en este navegador · TPC Consolidated 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

$41M

P/E

134.5x

↑

EV/EBITDA

14.4x

↑

ROE

1.0%

↓

Gross Margin

14.0%

↓

Debt/Equity

0.35

↓
52-Week Range$4
$3$9

TradingView lightweight chart

TPC.AX price, volumen y niveles de valoración

Último $3.590Periodo +79.5%
Fair value: $3.590

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

+16.2%

FCF CAGR

—

FCF margin

-1.6%

FCF / Net income

-10.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $193.1M · net income $303286.0 · FCF $-3.0M

2022-FY → 2025-FY

Gross margin

14.0%+0.6% pts

Operating margin

-0.6%+2.2% pts

Net margin

0.2%-4.1% pts

FCF margin

-1.6%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$193.1M$193.1M$159.8M$137.3M$123.0M
Net Income$303286.00$303286.00$5.4M$16.8M$5.2M
EBITDA$3.0M$3.0M$9.1M$25.0M$9.1M
EPS0.030.030.481.480.46
Gross Margin14.0%14.0%20.4%32.0%13.5%
Operating Margin-0.6%-0.6%4.4%15.0%-2.8%
Net Margin0.2%0.2%3.4%12.3%4.2%
Balance Sheet
Debt/Equity0.350.350.090.110.04
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-3.0M$-3.0M$-5.8M$26.9M$972590.00
Returns
ROE1.0%1.0%15.9%52.4%10.0%
Valuation
P/E134.46134.4623.333.023.32
EV/EBITDA14.4014.4013.531.291.53
P/B1.381.383.711.590.33
Growth & Yield
Revenue Growth20.9%20.9%16.3%11.7%—
EPS Growth-94.4%-94.4%-67.9%223.3%—
Dividend Yield11.1%11.1%———

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

128.5%

muy exigente

EPS terminal req.

$0.32

Spread vs growth

-222.9%

5Y implied EPS CAGR

70.6%

muy exigente

EPS terminal req.

$0.39

Spread vs growth

-164.9%

10Y implied EPS CAGR

37.0%

muy exigente

EPS terminal req.

$0.62

Spread vs growth

-131.4%

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 -49.8%

Total return

-49.8%

Start / end P/E

19.4x → 134.5x

EPS bridge

0.48 → 0.03

Residual

-561.2%

EPS growth-94.4%
Multiple rerating+594.6%
Dividend+11.1%
Residual / FX / buybacks / cross-term-561.2%

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.