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VFY.AX$2.79+4.89%
Fair $2.79+0.0%

VFY.AX

VFY.AX

Technology / Software - InfrastructureASX

$2.79

+0.13 (+4.89%)

Fairly Valued+0.0%Fair Value $2.79Fund rank 32/100 · Data gapFallback financials|
SA 41/C
F-Score: 1/9
Low Profitability

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 25%

FCF escenarios

weak_data · normalized FCF $-6.8M · quality 80.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

1/9

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. ROE is -1.1%, below the 5% threshold
Thesis & Journal · VFY.AXLocal privado en este navegador · VFY.AX
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

$178M

P/E

19.9x

↓

EV/EBITDA

N/A

•

ROE

-113.7%

↓

Gross Margin

100.0%

↑

Debt/Equity

0.01

↓
52-Week Range$3
$1$3

TradingView lightweight chart

VFY.AX price, volumen y niveles de valoración

Último $2.790Periodo +40.9%
Fair value: $2.790

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

—

FCF CAGR

—

FCF margin

-13519.8%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $65112.0 · net income $-32.7M · FCF $-8.8M

2022-FY → 2025-FY

Gross margin

100.0%— pts

Operating margin

-25446.7%— pts

Net margin

-50237.2%— pts

FCF margin

-13519.8%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$65112.00$65112.00$37000.00$32000.00—
Net Income$-32.7M$-32.7M$-10.4M$-7.8M$-7.7M
EBITDA$-26.1M$-26.1M$7000.00$-2.8M$-4.9M
EPS-0.73-0.73-0.16-0.12-0.12
Gross Margin100.0%100.0%100.0%100.0%—
Operating Margin-25446.7%-25446.7%-28835.1%-28640.6%—
Net Margin-50237.2%-50237.2%-28175.7%-24415.6%—
Balance Sheet
Debt/Equity0.010.010.01——
Current Ratio13.4713.47———
Cash Flow
Free Cash Flow$-8.8M$-8.8M$-6.8M$-5.0M$-6.4M
Returns
ROE-113.7%-113.7%-26.1%——
Valuation
P/E19.9319.93———
P/B4.344.34———
Growth & Yield
Revenue Growth76.0%76.0%15.6%——
EPS Growth-347.2%-347.2%-33.4%-2.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +89.2%

Total return

+89.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.16 → -0.73

Residual

+89.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+89.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.