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VUL.AX$4.03-2.42%
Fair $4.03+0.0%

VUL.AX

Vulcan Energy Resources Limited

Basic Materials / Other Industrial Metals & MiningASX

$4.03

-0.10 (-2.42%)

Fairly Valued+0.0%Fair Value $4.03Fund rank 34/100 · Data gapFallback financials|
SA 39/D
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 $-101.0M · quality 83.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

39/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 1unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -8.1%, below the 5% threshold
Thesis & Journal · VUL.AXLocal privado en este navegador · Vulcan Energy Resources 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

$1.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.1%

↓

Gross Margin

59.8%

↑

Debt/Equity

0.04

↓
52-Week Range$4
$3$8

TradingView lightweight chart

VUL.AX price, volumen y niveles de valoración

Último $4.030Periodo +1314.0%
Fair value: $4.030

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-1332.8%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.3M · net income $-69.6M · FCF $-98.0M

2021-FY → 2025-FY

Gross margin

59.8%— pts

Operating margin

-1246.9%— pts

Net margin

-946.6%— pts

FCF margin

-1332.8%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$7.3M$7.3M$8.1M$6.8M$3.8M—
Net Income$-69.6M$-69.6M$-42.4M$-27.0M$-18.9M—
EBITDA$-52.9M$-52.9M$-50.0M$-49.0M$-21.1M—
EPS-0.30-0.30-0.19-0.14-0.13—
Gross Margin59.8%59.8%90.8%61.8%33.9%—
Operating Margin-1246.9%-1246.9%-734.4%-808.4%-625.1%—
Net Margin-946.6%-946.6%-521.7%-397.5%-496.2%—
Balance Sheet
Debt/Equity0.040.040.010.020.01—
Current Ratio10.0810.08————
Cash Flow
Free Cash Flow$-98.0M$-98.0M$-101.0M$-117.0M$-43.5M—
Returns
ROE-8.1%-8.1%-12.0%-10.1%-7.6%—
Valuation
P/B1.111.113.371.753.46—
Growth & Yield
Revenue Growth-9.5%-9.5%19.7%78.5%——
EPS Growth-55.9%-55.9%-35.3%-13.3%——

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 -2.2%

Total return

-2.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.19 → -0.30

Residual

-2.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.2%

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.