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TWD.AX$2.50-1.96%
Fair $2.50+0.0%

TWD.AX

Tamawood Limited

Consumer Cyclical / Residential ConstructionASX

$2.50

-0.05 (-1.96%)

Fairly Valued+0.0%Fair Value $2.50Fund rank 38/100 · Data gapFallback financials|
SA 40/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.9M · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

40/100

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 · TWD.AXLocal privado en este navegador · Tamawood 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

$99M

P/E

13.2x

↓

EV/EBITDA

10.6x

↑

ROE

17.0%

↑

Gross Margin

23.9%

↓

Debt/Equity

0.07

↓
52-Week Range$3
$2$3

TradingView lightweight chart

TWD.AX price, volumen y niveles de valoración

Último $2.500Periodo +407.8%
Fair value: $2.500

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

+4.2%

FCF CAGR

-18.4%

FCF margin

3.4%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $100.3M · net income $5.8M · FCF $3.4M

2022-FY → 2025-FY

Gross margin

23.9%+4.2% pts

Operating margin

7.7%+3.9% pts

Net margin

5.8%+2.5% pts

FCF margin

3.4%-3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$100.3M$100.3M$84.5M$76.5M$88.7M
Net Income$5.8M$5.8M$5.5M$2.1M$2.9M
EBITDA$8.8M$8.8M$8.4M$3.7M$4.7M
EPS0.150.150.150.060.10
Gross Margin23.9%23.9%24.8%17.0%19.7%
Operating Margin7.7%7.7%8.8%3.4%3.9%
Net Margin5.8%5.8%6.6%2.8%3.3%
Balance Sheet
Debt/Equity0.070.070.090.110.15
Current Ratio3.913.91———
Cash Flow
Free Cash Flow$3.4M$3.4M$6.0M$3.9M$6.3M
Returns
ROE17.0%17.0%16.7%6.6%8.8%
Valuation
P/E13.1613.1617.7835.2728.37
EV/EBITDA10.6010.6011.3519.5517.52
P/B2.772.772.982.322.49
Growth & Yield
Revenue Growth18.7%18.7%10.5%-13.8%—
EPS Growth0.0%0.0%154.6%-38.2%—
Dividend Yield8.8%8.8%———

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

13.2%

razonable

EPS terminal req.

$0.22

Spread vs growth

-13.2%

5Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$0.27

Spread vs growth

-11.9%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$0.43

Spread vs growth

-10.9%

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 +0.7%

Total return

+0.7%

Start / end P/E

17.8x → 16.3x

EPS bridge

0.15 → 0.15

Residual

+0.0%

EPS growth+0.0%
Multiple rerating-8.1%
Dividend+8.8%
Residual / FX / buybacks / cross-term+0.0%

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.