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VEE.AX$0.48-4.95%
Fair $0.48+0.0%

VEE.AX

VEEM Ltd

Industrials / Aerospace & DefenseASX

$0.48

-0.03 (-4.95%)

Fairly Valued+0.0%Fair Value $0.48Fund rank 27/100 · Data gapFallback financials|
SA 57/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $933079.00 · quality 44.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

57/100

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 · VEE.AXLocal privado en este navegador · VEEM 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

$70M

P/E

9.3x

↓

EV/EBITDA

5.9x

↓

ROE

13.4%

↑

Gross Margin

55.6%

↑

Debt/Equity

0.42

↑
52-Week Range$0
$0$2

TradingView lightweight chart

VEE.AX price, volumen y niveles de valoración

Último $0.480Periodo -21.3%
Fair value: $0.480

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+10.6%

FCF CAGR

+23.3%

FCF margin

6.4%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $80.5M · net income $7.0M · FCF $5.1M

2021-FY → 2024-FY

Gross margin

55.6%-1.2% pts

Operating margin

11.6%+2.8% pts

Net margin

8.7%+0.4% pts

FCF margin

6.4%+1.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$80.5M$80.5M$59.5M$54.2M$59.5M
Net Income$7.0M$7.0M$4.1M$1.3M$4.9M
EBITDA$14.8M$14.8M$10.0M$6.1M$10.3M
EPS0.050.050.030.010.04
Gross Margin55.6%55.6%63.2%59.0%56.8%
Operating Margin11.6%11.6%8.5%3.4%8.8%
Net Margin8.7%8.7%6.9%2.3%8.3%
Balance Sheet
Debt/Equity0.420.420.560.500.55
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$5.1M$5.1M$933079.00$-2.4M$2.7M
Returns
ROE13.4%13.4%8.8%2.9%13.4%
Valuation
P/E9.329.3213.0458.6035.45
EV/EBITDA5.885.887.7715.3118.70
P/B1.251.251.141.704.76
Growth & Yield
Revenue Growth35.3%35.3%9.8%-8.8%—
EPS Growth70.0%70.0%225.8%-75.4%—
Dividend Yield1.6%1.6%———

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

-6.1%

fácil

EPS terminal req.

$0.04

Spread vs growth

76.1%

5Y implied EPS CAGR

0.0%

fácil

EPS terminal req.

$0.05

Spread vs growth

70.0%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$0.08

Spread vs growth

65.1%

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 -42.6%

Total return

-42.6%

Start / end P/E

28.4x → 9.3x

EPS bridge

0.03 → 0.05

Residual

-47.0%

EPS growth+70.0%
Multiple rerating-67.2%
Dividend+1.6%
Residual / FX / buybacks / cross-term-47.0%

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.