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TRA.NZ$8.15+0.00%
Fair $8.15+0.0%

TRA.NZ

Turners Automotive Group Limited

Consumer Cyclical / Auto & Truck DealershipsNZSE

$8.15

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $8.15Fund rank 22/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Declining Revenue

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 14%

FCF escenarios

weak_data · normalized FCF $11.0M · quality 28.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

37/100

D

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · TRA.NZLocal privado en este navegador · Turners Automotive Group 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

$737M

P/E

19.4x

↑

EV/EBITDA

12.6x

↑

ROE

12.9%

↑

Gross Margin

34.4%

↑

Debt/Equity

1.57

↑
52-Week Range$8
$6$9

TradingView lightweight chart

TRA.NZ price, volumen y niveles de valoración

Último $8.150Periodo -39.9%
Fair value: $8.150

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

-3.4%

FCF CAGR

—

FCF margin

0.4%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $255.5M · net income $38.6M · FCF $1.1M

2022-FY → 2025-FY

Gross margin

34.4%-11.5% pts

Operating margin

-30.0%-27.5% pts

Net margin

15.1%+4.1% pts

FCF margin

0.4%+21.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$255.5M$255.5M$344.5M$389.0M$283.2M
Net Income$38.6M$38.6M$33.0M$32.6M$31.3M
EBITDA$93.4M$93.4M$88.9M$77.0M$64.8M
EPS0.430.430.380.380.36
Gross Margin34.4%34.4%48.6%55.3%45.9%
Operating Margin-30.0%-30.0%1.3%16.7%-2.6%
Net Margin15.1%15.1%9.6%8.4%11.0%
Balance Sheet
Debt/Equity1.571.571.621.611.75
Current Ratio122.38122.38———
Cash Flow
Free Cash Flow$1.1M$1.1M$11.0M$24.1M$-60.1M
Returns
ROE12.9%12.9%11.8%12.0%12.4%
Valuation
P/E19.4019.4012.239.2411.07
EV/EBITDA12.5512.559.409.4611.95
P/B2.432.431.451.111.37
Growth & Yield
Revenue Growth-25.8%-25.8%-11.5%37.4%—
EPS Growth15.2%15.2%-0.2%3.5%—
Dividend Yield4.4%4.4%———

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

18.6%

exigente

EPS terminal req.

$0.72

Spread vs growth

-3.4%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$0.88

Spread vs growth

0.1%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$1.41

Spread vs growth

2.7%

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 +29.8%

Total return

+29.8%

Start / end P/E

17.3x → 18.8x

EPS bridge

0.38 → 0.43

Residual

+1.3%

EPS growth+15.2%
Multiple rerating+8.9%
Dividend+4.4%
Residual / FX / buybacks / cross-term+1.3%

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.