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TWR.AX$1.58+1.61%
Fair $1.58+0.0%

TWR.AX

Tower Limited

Financial Services / Insurance - Property & CasualtyASX

$1.58

+0.03 (+1.61%)

Fairly Valued+0.0%Fair Value $1.58Fund rank 34/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 53.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

41/100

C

Piotroski

5/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · TWR.AXLocal privado en este navegador · Tower 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

$543M

P/E

8.3x

↓

EV/EBITDA

N/A

•

ROE

23.9%

↑

Gross Margin

N/A

•

Debt/Equity

0.07

↓
52-Week Range$2
$1$2

TradingView lightweight chart

TWR.AX price, volumen y niveles de valoración

Último $1.580Periodo -59.7%
Fair value: $1.580

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

+14.6%

FCF CAGR

+42.0%

FCF margin

22.5%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $541.6M · net income $83.7M · FCF $121.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

15.5%+10.2% pts

FCF margin

22.5%+10.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$541.6M$541.6M$493.3M$412.2M$360.0M
Net Income$83.7M$83.7M$74.3M$-1.2M$18.8M
EPS0.230.230.22-0.000.05
Net Margin15.5%15.5%15.1%-0.3%5.2%
Balance Sheet
Debt/Equity0.070.070.080.110.11
Current Ratio0.620.62———
Cash Flow
Free Cash Flow$121.7M$121.7M$125.4M$-13.7M$42.5M
Returns
ROE23.9%23.9%20.6%-0.4%5.9%
Valuation
P/E8.328.326.22—11.94
P/B1.641.641.290.730.71
Growth & Yield
Revenue Growth9.8%9.8%19.7%14.5%—
EPS Growth5.6%5.6%6224.2%-106.8%—
Dividend Yield11.7%11.7%———

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

-15.2%

fácil

EPS terminal req.

$0.14

Spread vs growth

20.8%

5Y implied EPS CAGR

-5.9%

fácil

EPS terminal req.

$0.17

Spread vs growth

11.5%

10Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$0.27

Spread vs growth

3.9%

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 +22.9%

Total return

+22.9%

Start / end P/E

6.5x → 6.9x

EPS bridge

0.22 → 0.23

Residual

+0.3%

EPS growth+5.6%
Multiple rerating+5.4%
Dividend+11.7%
Residual / FX / buybacks / cross-term+0.3%

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.