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VVA.AX$1.57-0.95%
Fair $1.57+0.0%

VVA.AX

Viva Leisure Limited

Consumer Cyclical / LeisureASX

$1.57

-0.01 (-0.95%)

Fairly Valued+0.0%Fair Value $1.57Fund rank 31/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
High DebtLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $40.6M · quality 54.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

42/100

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: 2unknown: 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. Debt-to-Equity ratio is 3.46, above the 2.0 threshold ROE is 4.7%, below the 5% threshold
Thesis & Journal · VVA.AXLocal privado en este navegador · Viva Leisure 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

$155M

P/E

19.6x

↑

EV/EBITDA

6.7x

↓

ROE

4.7%

↓

Gross Margin

100.0%

↑

Debt/Equity

3.46

↑
52-Week Range$2
$1$2

TradingView lightweight chart

VVA.AX price, volumen y niveles de valoración

Último $1.570Periodo +48.6%
Fair value: $1.570

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

+32.3%

FCF CAGR

+37.8%

FCF margin

19.3%

FCF / Net income

7.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $210.3M · net income $5.2M · FCF $40.6M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

15.1%+16.8% pts

Net margin

2.5%+15.9% pts

FCF margin

19.3%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$210.3M$210.3M$161.5M$141.0M$90.8M
Net Income$5.2M$5.2M$3.2M$3.4M$-12.1M
EBITDA$78.7M$78.7M$59.1M$51.2M$22.5M
EPS0.050.050.030.04-0.14
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin15.1%15.1%14.2%19.8%-1.6%
Net Margin2.5%2.5%2.0%2.4%-13.4%
Balance Sheet
Debt/Equity3.463.462.932.963.08
Current Ratio0.350.35———
Cash Flow
Free Cash Flow$40.6M$40.6M$40.6M$33.5M$15.5M
Returns
ROE4.7%4.7%3.0%3.8%-14.1%
Valuation
P/E19.6319.6340.6134.35—
EV/EBITDA6.756.757.267.3616.00
P/B1.451.451.211.301.23
Growth & Yield
Revenue Growth30.2%30.2%14.5%55.4%—
EPS Growth48.0%48.0%-4.2%126.2%—

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

39.6%

muy exigente

EPS terminal req.

$0.14

Spread vs growth

8.4%

5Y implied EPS CAGR

26.9%

muy exigente

EPS terminal req.

$0.17

Spread vs growth

21.1%

10Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$0.27

Spread vs growth

29.8%

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 +18.9%

Total return

+18.9%

Start / end P/E

38.2x → 30.7x

EPS bridge

0.03 → 0.05

Residual

-9.4%

EPS growth+48.0%
Multiple rerating-19.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-9.4%

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.