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Data-driven stock valuation

Scidev Ltd (SDV) fair value: what the stock is really worth

As of Nov 9, 2026: fair value (intrinsic value) of Scidev Ltd stock A$0.38, price A$0.18, upside +111.1%, quality 49 out of 100. Rating: strongly undervalued. Calculated from audited financials with 10 of our 26 valuation models and 37 quality factors, updated daily.

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Basic Materials AU · ISIN AU000000SDV5

SL Scidev Ltd logo Thin data Nov 3, 2026

Scidev Ltd

SDV · AU
Cheap, value-trap risk

The stock costs 53% less than our calculation considers fair.

Fair value A$0.3800 · Strongly undervalued
Low debt
Generates free cash flow
Even on cautious assumptions the value is 33% above the price (A$0.2400).
Quality 49/100
Mixed Growth (revenue 5y +15.0 %/yr in AUD)
Loss-making · -6.7% net margin (TTM)
Trails peers (5/13)
Narrow moat 12/100 · thin data
Thin data
⟳ Cyclical
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What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

A$0.9500 A$0.0870 Fair Value A$0.3800 Aug 2021 Nov 2026

White line = price, green steps = our fair value per fiscal year. As of Nov 3, 2026.

How to read this chart

60‑month range A$0.0870 – A$0.9500 · fair‑value band A$0.2400 – A$0.6700 · the A$0.1800 price screens below the A$0.3800 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 3 fiscal years are left out: there the valuation rested on only a fraction of the usual models. As of Nov 3, 2026.

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Company profile

SciDev Limited engages in the provision of environmental solutions focused on water intensive industries in Australia, the United States, Asia, and internationally. The company operates in two segments, Chemical Services and Water Technologies.

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It develops, manufactures, and supplies proprietary chemicals, including natural and synthetic polymers for flocculation, filtration, sludge dewatering, friction reduction, shale inhibition, rheology control, and pipe-on-pipe lubrication applications; flocculants and coagulants; and provides services, such as design and engineering, process optimization, specialty chemical fluid formulations, and application equipment, as well as project management services.

The company also offers water treatment technologies comprising water treatment for mobile, temporary, and permanent treatment systems; PFAS treatment solutions; onsite liquid waste treatment services; and water quality monitoring systems.

It serves its products to mining and minerals processing, wastewater treatment, construction and infrastructure, oil and gas, and remediation markets. The company was formerly known as Intec Limited and changed its name to SciDev Limited in March 2017.

SciDev Limited was incorporated in 1973 and is based in Sydney, Australia.

Stock analysis

Scidev Ltd (SDV) currently trades at A$0.1800, while our model-based Fair Value estimate is A$0.3800, implying the stock looks roughly 53% undervalued today.

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Valuation

Bull case: the Growth DCF group reads highest at a median of A$0.5450 per share, and 8 of the 10 models we run sit above the A$0.1800 price.

Bear case: the Asset-Based group reads lowest at A$0.0500, and 2 of the 10 models stay below the price. Data coverage for this calculation is low.

Scenario range: A$0.2400 (bear) to A$0.6700 (bull), the price of A$0.1800 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.

Quality & growth

The Quality Score stands at 49/100 (below-average quality), in the Basic Materials sector.

Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.

Scidev Ltd reported revenue of A$85.4M in FY2026 versus A$55.6M in FY2022, a compound +11.3%/yr. Reported net income was −A$5.8M in FY2026.

Key figures

Market cap A$34.2M (≈ $23.6M) Micro · P/S ratio 0.31 · EPS (TTM) A$−0.0300 · Net margin −6.7% · Return on equity −12.4% · Return on assets (EBIT) 5.3% (5-year average) · Operating margin −2.0% · Revenue (TTM) A$85.7M.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 12 out of 100 (low confidence).

What moves the price

The share trades about 65% below its 52-week high and 107% above its 52-week low, currently above its 200-day average.

For context, the median of 10 Basic Materials peers we cover trades at −43% fair-value upside, at 111%, SDV screens cheaper than that median.

Fair Value models

Bear A$0.2400 Fair Value A$0.3800 Bull A$0.6700
Price A$0.1800 · Upside +111.1%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds. Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF A$0.3600 A$0.5500 A$1.19 73
5Y EBITDA Exit A$0.1700 A$0.2300 A$0.3600 72
Growth DCF A$0.3400 A$0.6600 A$1.21 72
All 10 models by family
DCF Models
FCF DCF A$0.3600 A$0.5500 A$1.19 73
5Y Revenue Exit A$0.2400 A$0.3800 A$0.6700 68
5Y EBITDA Exit A$0.1700 A$0.2300 A$0.3600 72
10Y Revenue Exit A$0.2700 A$0.5300 A$0.6800 64
10Y EBITDA Exit A$0.2200 A$0.3700 A$0.5900 65
Multiples
EV/EBITDA A$0.0900 A$0.1100 A$0.1300 67
EV/Revenue A$0.1700 A$0.2300 A$0.3000 54
Asset-Based
NCAV (Graham) A$0.0300 A$0.0500 A$0.0600 54
Growth DCF
Growth DCF A$0.3400 A$0.6600 A$1.21 72
Rev-Margin DCF A$0.2600 A$0.4300 A$0.7800 68

Open the full fair value analysis →

Quality Score breakdown

Overall quality 49/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 22
How much profit the company makes from its sales and capital
Quality Growth 13
Are margins and returns getting better?
Cashflow 46
Do the profits arrive as real cash?
Financial strength 61
Debt, balance sheet and risk of trouble
Investment 100
Does it invest with discipline instead of growing at any price?
Low Volatility 46
How calm the share price moves, does not count
Price momentum 51
Price momentum of the last 3 to 12 months, does not count
Near the 52-week high 11
Distance to the 52-week high, does not count
New shares 82
Buys back shares or issues new ones?

Open the full quality analysis →

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 56/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
−17.5%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−1.6%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+15.0%
Start year 2021 (pandemic). Over 10 years: +50.6% a year
Revenue growth 26 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+28.0%
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−1.2% (2021) → −3.1% (2026)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2026 is a loss year, no rate is defined from a loss
not computed

Growth Forecast

Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−6.6%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect
n/a
No analyst forecast available.
After inflation (Australia: IMF forecast 3.0% a year to 2030, 2.9% from 2016 to 2025) that is about −9.3% a year for the price.

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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Specialty Chemicals · 728 stocks

Beats the industry median on 5/12 measures
A mixed picture versus its industry peers.
Valuation
Quality Score 49 · Below median
Fair Value upside +111.1% · Top 25%
Profitability
Return on assets −9.3% · Bottom 25%
Net margin (12 months) −6.7% · Bottom 25%
Operating margin (12 months) −2.0% · Bottom 25%
Growth and dividend
Revenue growth (quarter YoY) −29.7% · Bottom 25%
Balance sheet
Debt / equity 0.04× · Below median

Valuation Multiplesvs Specialty Chemicals median · lower = cheaper

P/B 0.80× · Cheapest 25%
P/S (12 months) 0.40× · Cheapest 25%
Price / free cash flow (fiscal year) 11.2× · Cheaper than median
EV/EBITDA 59.8× · Priciest 25%
PEG 2.08× · Pricier than median

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)100 · sector 0
FUTURE (revenue growth)0 · sector 67
PAST (return on equity)0 · sector 27
HEALTH (low debt)98 · sector 95
DIVIDEND (yield)0 · sector 31

Context: sector, industry, market

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
Nan Ya Plastics Corporation 1303 263.00 TWD 420.80 TWD +60% vs SDV
Wanhua Chemical Group 600309 ¥72.65 ¥68.03 −6% vs SDV
Linde plc LIN $515.25 $446.62 −13% vs SDV
PPG Industries, Inc PPG $122.38 $77.68 −37% vs SDV
DSM-Firmenich AG DSFIR CHF 100.50 CHF 57.70 −43% vs SDV
The Sherwin-Williams Company SHW $344.10 $146.37 −57% vs SDV
Givaudan SA GIVN CHF 4,054 CHF 1,554 −62% vs SDV
EMS-CHEMIE HOLDING AG EMSN CHF 848.50 CHF 284.63 −66% vs SDV
Ecolab Inc ECL $300.68 $96.56 −68% vs SDV
Air Products and Chemicals, Inc APD $304.84 $75.33 −75% vs SDV

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Scidev Ltd: fair value per Fair Value Calculator

Cite: Fair Value Calculator (2026). "Scidev Ltd Fair Value". https://www.fairvalue-calculator.com/stock/SDV

Frequently asked questions

Is Scidev Ltd (SDV) overvalued or undervalued?
As of Nov 3, 2026, our model estimates a fair value of A$0.3800 versus a price of A$0.1800, about +111% upside (undervalued).
What is the fair value of SDV?
Our model-based fair value for Scidev Ltd is A$0.3800 (as of Nov 3, 2026), built from audited fundamentals. The current price: A$0.1800.
What is the quality score of SDV?
Scidev Ltd has a Quality Score of 49/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Scidev Ltd (SDV)?
Our model-based price target is the fair value of A$0.3800 (as of Nov 3, 2026) from 10 valuation models. Cautious scenario A$0.2400, optimistic scenario A$0.6700. It is a calculation from audited fundamentals, not an analyst target.
What is the Scidev Ltd stock forecast for 2026?
Our models put fair value at A$0.3800, about +111% upside versus a price of A$0.1800 (undervalued). Cautious scenario A$0.2400, optimistic scenario A$0.6700. The calculation is refreshed regularly with new filings.
What is the revenue of Scidev Ltd (SDV)?
Scidev Ltd reported trailing-twelve-month revenue of about A$85.7M (latest available figure, as of Nov 3, 2026).
What growth is priced into Scidev Ltd (SDV)?
For today's price to be fair in a discounted-cash-flow model, Scidev Ltd would have to grow free cash flow by -6.6 % per year for five years (discount rate 8.6 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +15.0 % per year. As of Nov 3, 2026.
What discount rate (WACC) does the fair value of SDV use?
Our models discount Scidev Ltd at 8.6 %: a base by market capitalisation (nano), damped by beta 0.60, country premium for Australia. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Scidev Ltd that is -6.6 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (8.6 %) and the same formula as our fair value.
How much growth has Scidev Ltd (SDV) delivered so far?
Over the past 5 years revenue at Scidev Ltd grew +15.0 % a year. The price currently implies free-cash-flow growth of -6.6 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Scidev Ltd (SDV) growing?
The median revenue growth in the sector is +9.8 % a year. That is the yardstick for the growth priced into Scidev Ltd (-6.6 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Scidev Ltd (SDV)?
The free-cash-flow yield on the price is 8.89 %: that much free cash flow Scidev Ltd produces per unit of market value. When it exceeds the discount rate of our models (8.6 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Scidev Ltd (SDV)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Scidev Ltd it is A$0.3800 per share (as of Nov 3, 2026), against a price of A$0.1800. It is the blended result of 10 valuation models in 4 families (DCF Models, Multiples, Asset-Based, Growth DCF).
Is Scidev Ltd stock overvalued or undervalued in 2026?
As of Nov 3, 2026, SDV trades below its calculated fair value: price A$0.1800, fair value A$0.3800, a gap of about +111% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SDV?
No. The price is what the market pays today (A$0.1800); the fair value is what the company's own numbers justify (A$0.3800). For Scidev Ltd the two are A$0.2000 per share apart. That gap is exactly why we show both numbers side by side.
How much is Scidev Ltd worth?
The market values Scidev Ltd at about A$34.2M (market capitalisation, as of Nov 3, 2026). Per share that is A$0.1800; our models calculate a fair value of A$0.3800 per share.
What do the bullish and bearish scenarios say about SDV?
Our models span a range for Scidev Ltd: cautious scenario A$0.2400, base A$0.3800, optimistic A$0.6700 per share (as of Nov 3, 2026, price A$0.1800). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the PEG ratio of SDV?
The PEG ratio of Scidev Ltd is 2.08 (P/E divided by earnings growth, as of Nov 3, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Scidev Ltd (SDV)?
Balance-sheet figures for Scidev Ltd (as of Nov 3, 2026): return on equity −12.4%, debt of 0.04 per unit of equity. They feed the Quality Score of 49/100, which measures business quality independently of the share price.
How far is SDV from its 52-week high?
Scidev Ltd trades at A$0.1800, about 65% below its 52-week high of A$0.5100 and 107% above the low of A$0.0870 (as of Nov 9, 2026). Distance from the high says nothing about value: that is what the fair value of A$0.3800 is for.
Which stocks are comparable to Scidev Ltd?
From the same area (Basic Materials) we also value Linde plc, Ecolab Inc, The Sherwin-Williams Company, Nan Ya Plastics Corporation, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Scidev Ltd stock attractive at the current price?
The data as of Nov 3, 2026: price A$0.1800, calculated fair value A$0.3800 (+111%), Quality Score 49/100, from 10 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SDV calculated?
We run Scidev Ltd through 10 models from 4 families: DCF Models, Multiples, Asset-Based, Growth DCF. Every model gets the same audited fundamentals; the fair value of A$0.3800 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Scidev Ltd currently trades 53% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Scidev Ltd (SDV)?
The closing price on Nov 9, 2026 was A$0.1800. Our model-based fair value is A$0.3800, about +111% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Scidev Ltd right now?
The large discount to fair value meets weak quality (49/100). That raises the risk this is a value trap rather than a bargain. The price is below even our cautious bear case (A$0.2400). The market is more pessimistic than our downside scenario. The model range is unusually wide (A$0.2400 to A$0.6700). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.

Key figures of Scidev Ltd

How large is the market capitalisation of Scidev Ltd (SDV)?
The market capitalisation of Scidev Ltd is A$34.2M (≈ $23.6M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Scidev Ltd (SDV)?
The price-to-sales ratio of Scidev Ltd is 0.31 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Scidev Ltd (SDV)?
Earnings per share at Scidev Ltd are A$−0.0300. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Scidev Ltd (SDV)?
The net margin of Scidev Ltd is −6.7% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Scidev Ltd (SDV)?
The return on equity (ROE) of Scidev Ltd is −12.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Scidev Ltd (SDV)?
On an EBIT basis the return on assets of Scidev Ltd is 5.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Scidev Ltd (SDV)?
The operating margin of Scidev Ltd is −2.0% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Scidev Ltd (SDV)?
Revenue at Scidev Ltd is growing −29.7% versus a year earlier (3y avg −1.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Scidev Ltd (SDV)?
Earnings per share at Scidev Ltd are growing +200% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net cash does Scidev Ltd (SDV) hold?
Scidev Ltd holds more cash than debt, A$5.0M net (fiscal year 2026). The company holds more cash than debt, a safety cushion.
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