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TPW.AX$5.06-2.50%
Fair $5.06+0.0%

TPW.AX

Temple & Webster Group Ltd

Consumer Cyclical / Specialty RetailASX

$5.06

-0.13 (-2.50%)

Fairly Valued+0.0%Fair Value $5.06Fund rank 36/100 · Data gapFallback financials|
SA 49/C
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 $29.4M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

49/100

C

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 · TPW.AXLocal privado en este navegador · Temple & Webster Group Ltd
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

$609M

P/E

84.3x

↑

EV/EBITDA

27.3x

↑

ROE

7.6%

↑

Gross Margin

33.0%

↑

Debt/Equity

0.16

↓
52-Week Range$5
$5$29

TradingView lightweight chart

TPW.AX price, volumen y niveles de valoración

Último $5.060Periodo +462.2%
Fair value: $5.060

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

+12.1%

FCF CAGR

+80.6%

FCF margin

7.4%

FCF / Net income

3.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $600.7M · net income $11.3M · FCF $44.7M

2022-FY → 2025-FY

Gross margin

33.0%-12.2% pts

Operating margin

1.7%-1.3% pts

Net margin

1.9%-0.9% pts

FCF margin

7.4%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$600.7M$600.7M$497.8M$395.5M$426.3M
Net Income$11.3M$11.3M$1.8M$8.3M$12.0M
EBITDA$18.8M$18.8M$13.9M$15.5M$16.2M
EPS0.090.090.010.070.09
Gross Margin33.0%33.0%33.4%32.6%45.2%
Operating Margin1.7%1.7%1.6%2.6%3.1%
Net Margin1.9%1.9%0.4%2.1%2.8%
Balance Sheet
Debt/Equity0.160.160.210.230.05
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$44.7M$44.7M$29.4M$19.2M$7.6M
Returns
ROE7.6%7.6%1.7%7.7%11.6%
Valuation
P/E84.3384.33639.8688.8540.00
EV/EBITDA27.3227.3275.5642.4423.70
P/B4.284.2810.736.854.65
Growth & Yield
Revenue Growth20.7%20.7%25.9%-7.2%—
EPS Growth530.8%530.8%-78.2%-29.9%—

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

70.7%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

460.0%

5Y implied EPS CAGR

43.2%

muy exigente

EPS terminal req.

$0.54

Spread vs growth

487.6%

10Y implied EPS CAGR

25.5%

muy exigente

EPS terminal req.

$0.87

Spread vs growth

505.3%

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 -78.6%

Total return

-78.6%

Start / end P/E

1650.3x → 56.1x

EPS bridge

0.01 → 0.09

Residual

-512.7%

EPS growth+530.8%
Multiple rerating-96.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-512.7%

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.