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WLE.AX$1.32+1.15%
Fair $1.32+0.0%

WLE.AX

WAM Leaders Limited

Financial Services / Asset ManagementASX

$1.32

+0.02 (+1.15%)

Fairly Valued+0.0%Fair Value $1.32Fund rank 25/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 16.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

36/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 3.6%, below the 5% threshold
Thesis & Journal · WLE.AXLocal privado en este navegador · WAM Leaders 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

$1.8B

P/E

14.7x

↑

EV/EBITDA

N/A

•

ROE

3.6%

↓

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$1

TradingView lightweight chart

WLE.AX price, volumen y niveles de valoración

Último $1.325Periodo +23.8%
Fair value: $1.325

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

+6.4%

FCF CAGR

—

FCF margin

111.5%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $110.0M · net income $63.8M · FCF $122.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

58.0%-13.9% pts

FCF margin

111.5%+322.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$110.0M$110.0M$47.2M$194.9M$91.4M
Net Income$63.8M$63.8M$22.3M$130.1M$65.8M
EPS0.050.050.020.120.07
Net Margin58.0%58.0%47.3%66.8%71.9%
Cash Flow
Free Cash Flow$122.7M$122.7M$63.3M$-114.3M$-193.1M
Returns
ROE3.6%3.6%1.3%7.3%4.6%
Valuation
P/E14.7214.7274.8612.2122.85
P/B1.021.020.990.891.06
Growth & Yield
Revenue Growth132.9%132.9%-75.8%113.1%—
EPS Growth164.4%164.4%-84.9%79.6%—
Dividend Yield7.2%7.2%———

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

Margins (%)

Returns (%)

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

35.9%

muy exigente

EPS terminal req.

$0.12

Spread vs growth

128.5%

5Y implied EPS CAGR

24.9%

exigente

EPS terminal req.

$0.14

Spread vs growth

139.5%

10Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$0.23

Spread vs growth

147.2%

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 +16.3%

Total return

+16.3%

Start / end P/E

68.6x → 28.3x

EPS bridge

0.02 → 0.05

Residual

-96.6%

EPS growth+164.4%
Multiple rerating-58.8%
Dividend+7.2%
Residual / FX / buybacks / cross-term-96.6%

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.