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Basin Energy Limited (BSN) Fair Value & Analysis

Energy · AU · Market cap A$6.6M

BE Basin Energy Limited BSN · AU
PriceA$0.0220
Fair ValueA$0.0510
Upside+131.8%
Quality30/100
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Weak Growth
Thin margins · 0.0% net margin
negative free cash flow
Ranks above peers (5/8)
Narrow moat 3/100
Evidence: Low Range A$0.0425 – A$0.0680 Share as image

Fair value as of: Jun 25, 2026

From 1 valuation models · updated 43 days ago

Share price −21.4% over the past month.

Below-average quality, screening 132% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (30/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (A$0.0425). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (4 years)

A$0.2000 A$0.0120 Fair Value A$0.0510 Oct 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jun 25, 2026.

How to read this chart

46‑month range A$0.0120 – A$0.2000 · fair‑value band A$0.0425 – A$0.0680 · the A$0.0220 price screens below the A$0.0510 fair value. Dashed = 300-day average. As of Jun 25, 2026.

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Analysis

Basin Energy Limited (BSN) currently trades at A$0.0220, while our model-based Fair Value estimate is A$0.0510, implying the stock looks roughly 131.8% undervalued today. We read business quality at 30/100 (below-average quality), in the Energy sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Revenue declined 78.5% year over year. It earns a return on equity of -14.2%. Fundamentals as of Jun 25, 2026

Our scenario range runs from A$0.0425 (bear case) to A$0.0680 (bull case); at A$0.0220, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 68% below its 52-week high and 69% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -63% fair-value upside, at 132%, BSN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
NCAV (Graham) A$0.0200 A$0.0300 A$0.0500 50
All 1 models by family
Asset-Based
NCAV (Graham) A$0.0200 A$0.0300 A$0.0500 50

Key figures & financial health

Revenue (TTM) −A$50.5K
Revenue growth (YoY) -78.5%
Return on equity -14.2%
Free cash flow −A$1.6M FY2025
EPS (TTM) A$-0.0100
Net cash A$992K FY2025

Figures from reported company fundamentals · as of Jun 25, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 30/100

Of which business quality 35 · Market factors (momentum, volatility) 31

Profitability 0
Margins and returns on capital today
Quality Growth 76
Are margins and returns improving?
Cashflow 9
Earnings quality: real cash, not paper profit
Fin. Strength 77
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 33
Calm price path (market factor)
Momentum 31
Price trend over the last 3–12 months (market factor)
52W Momentum 30
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Basin Energy Limited, an early-stage mineral exploration and development company, focuses on uranium projects. The company also explores in green energy metals deposits. The company was incorporated in 2021 and is based in West Perth, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2017 – FY2025 · reported fiscal years

Basin Energy Limited reported revenue of A$52.7K in FY2025 versus A$13.0K in FY2018, a compound +22.1%/yr. Reported net income was −A$1.4M in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$52.7K
Avg. growth/yr (25Y)
+1.5%
Revenue +22.1%/yr
FY18 A$13.0K
FY22 A$0
FY23 A$0
FY24 A$0
FY25 A$52.7K
Net income
FY17 −A$2.1M
FY22 −A$552K
FY23 −A$1.3M
FY24 −A$2.8M
FY25 −A$1.4M

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Cite: Fair Value Calculator (2026). "Basin Energy Limited Fair Value". https://www.fairvalue-calculator.com/stock/BSN

Peer Group

Uranium · 26 stocks

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.

Quality Score 34 · Above median
Fair Value upside +132% · Top 25%
Return on assets -9% · Bottom 25%
Net margin (TTM) 0% · Top 25%
Operating margin (TTM) 0% · Above median
Revenue growth -79% · Bottom 25%

Valuation Multiples vs Uranium median · lower = cheaper

P/B 0.43× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 0
FUTURE 0 · sector 0
PAST 0 · sector 0
HEALTH 0 · sector 98
DIVIDEND 0 · sector 0

Insider activity: 40/100

Values & ESG

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

Oil & gas

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Uranium stocks, each showing price versus our Fair Value estimate (as of Jun 25, 2026).

Stock Price Fair Value vs Fair Value
Cameco Corporation CCJ $95.99 $9.62 -90%
China National Uranium Co 001280 ¥56.66 ¥11.54 -80%
NexGen Energy Ltd NXE $9.25 $1.04 -89%
Sprott Physical Uranium Trust Fund UU $18.61 $29.76 +60%
Centrus Energy Corp LEU $156.05 $58.25 -63%
CGN Mining Company 1164 HK$2.42 HK$1.01 -58%
Deep Yellow Limited DYL A$1.23 A$0.3000 -76%
IsoEnergy Ltd ISOU $10.01 $1.78 -82%
Bannerman Energy Ltd BMN A$3.51 A$3.63 +3%
Uranium Royalty Corp UROY $2.76 $1.62 -41%

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Frequently asked questions

Is Basin Energy Limited (BSN) overvalued or undervalued?
As of Jun 25, 2026, our model estimates a fair value of A$0.0510 versus a price of A$0.0220, about +132% (undervalued).
What is the fair value of BSN?
Our model-based fair value for Basin Energy Limited is A$0.0510 (as of Jun 25, 2026), built from audited fundamentals. The current price is A$0.0220.
What is the quality score of BSN?
Basin Energy Limited has a Quality Score of 30/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the net profit margin of BSN?
The net profit margin of Basin Energy Limited is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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