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WMI.AX$1.40-1.06%
Fair $1.40+0.0%

WMI.AX

WAM Microcap Limited

Financial Services / Asset ManagementASX

$1.40

-0.01 (-1.06%)

Fairly Valued+0.0%Fair Value $1.40Fund rank 21/100 · Data gapFallback financials|
SA 17/F
F-Score: 4/9

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 37.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

17/100

F

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: 0unknown: 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.
Thesis & Journal · WMI.AXLocal privado en este navegador · WAM Microcap 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

$394M

P/E

9.3x

↓

EV/EBITDA

N/A

•

ROE

11.0%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1
$1$2

TradingView lightweight chart

WMI.AX price, volumen y niveles de valoración

Último $1.400Periodo +25.0%
Fair value: $1.400

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

-4.9%

FCF margin

21.5%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.2M · net income $43.6M · FCF $13.8M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

67.9%-4.4% pts

FCF margin

21.5%+53.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.2M$64.2M$50.4M$38.7M$-50.0M
Net Income$43.6M$43.6M$34.2M$26.3M$-36.1M
EPS0.160.160.150.13-0.17
Net Margin67.9%67.9%67.9%68.1%72.3%
Cash Flow
Free Cash Flow$13.8M$13.8M$-43.0M$4.3M$16.0M
Returns
ROE11.0%11.0%9.1%9.5%-13.5%
Valuation
P/E9.339.339.2711.65—
P/B0.990.990.841.111.27
Growth & Yield
Revenue Growth27.5%27.5%30.3%177.4%—
EPS Growth2.8%2.8%21.9%172.3%—
Dividend Yield7.6%7.6%———

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

-7.5%

fácil

EPS terminal req.

$0.12

Spread vs growth

10.2%

5Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$0.15

Spread vs growth

3.6%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$0.24

Spread vs growth

-1.7%

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 +4.2%

Total return

+4.2%

Start / end P/E

9.5x → 8.9x

EPS bridge

0.15 → 0.16

Residual

-0.2%

EPS growth+2.8%
Multiple rerating-6.0%
Dividend+7.6%
Residual / FX / buybacks / cross-term-0.2%

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.