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WGN.AX$4.50-0.66%
Fair $4.50+0.0%

WGN.AX

Wagners Holding Company Limited

Basic Materials / Building MaterialsASX

$4.50

-0.03 (-0.66%)

Fairly Valued+0.0%Fair Value $4.50Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 19%

FCF escenarios

weak_data · normalized FCF $1.6M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

51/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · WGN.AXLocal privado en este navegador · Wagners Holding Company 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

$899M

P/E

28.1x

↑

EV/EBITDA

20.4x

↑

ROE

7.6%

↑

Gross Margin

51.6%

↑

Debt/Equity

1.51

↑
52-Week Range$5
$2$5

TradingView lightweight chart

WGN.AX price, volumen y niveles de valoración

Último $4.500Periodo +36.1%
Fair value: $4.500

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

+14.5%

FCF CAGR

+9.0%

FCF margin

10.1%

FCF / Net income

4.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $481.6M · net income $10.3M · FCF $48.7M

2021-FY → 2024-FY

Gross margin

51.6%-5.9% pts

Operating margin

7.6%+0.8% pts

Net margin

2.1%-1.0% pts

FCF margin

10.1%-1.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$481.6M$481.6M$475.5M$336.9M$320.6M
Net Income$10.3M$10.3M$3.1M$7.6M$10.0M
EBITDA$51.1M$51.1M$39.7M$41.0M$44.2M
EPS0.050.050.020.040.05
Gross Margin51.6%51.6%52.1%54.4%57.5%
Operating Margin7.6%7.6%3.3%4.7%6.8%
Net Margin2.1%2.1%0.7%2.3%3.1%
Balance Sheet
Debt/Equity1.511.512.011.691.51
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$48.7M$48.7M$1.6M$-20.1M$37.6M
Returns
ROE7.6%7.6%2.5%6.3%8.9%
Valuation
P/E28.1328.1348.1230.5038.77
EV/EBITDA20.3620.369.7710.3612.08
P/B6.376.371.211.933.41
Growth & Yield
Revenue Growth1.3%1.3%41.1%5.1%—
EPS Growth237.5%237.5%-60.0%-24.5%—
Dividend Yield0.7%0.7%———

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

94.8%

muy exigente

EPS terminal req.

$0.40

Spread vs growth

142.7%

5Y implied EPS CAGR

55.0%

muy exigente

EPS terminal req.

$0.48

Spread vs growth

182.5%

10Y implied EPS CAGR

30.6%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

206.9%

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 +131.5%

Total return

+131.5%

Start / end P/E

121.9x → 83.3x

EPS bridge

0.02 → 0.05

Residual

-75.1%

EPS growth+237.5%
Multiple rerating-31.6%
Dividend+0.7%
Residual / FX / buybacks / cross-term-75.1%

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.