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Catalyst Metals Limited (CYL) Fair Value & Analysis

Basic Materials · AU · Market cap A$1.4B

CM Catalyst Metals Limited CYL · AU
PriceA$6.46
Fair ValueA$7.36
Upside+13.9%
Quality61/100
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Mixed Growth
Highly profitable · 29.4% net margin
Low debt · generates free cash flow
Ranks above peers (11/14)
Wide moat 90/100
Evidence: High Range A$3.96 – A$15.01 Share as image

Fair value as of: Jul 20, 2026

From 25 valuation models · updated 21 days ago

Share price +10.8% over the past month.

A solid business, screening 14% undervalued on our models.

What matters now

  • The model range is unusually wide (A$3.96 to A$15.01). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Our model range runs from A$3.96 (bear) to A$15.01 (bull), base A$7.36. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 61/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

A$9.64 A$0.4600 Fair Value A$7.36 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range A$0.4600 – A$9.64 · fair‑value band A$3.96 – A$15.01 · the A$6.46 price screens below the A$7.36 fair value. Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Catalyst Metals Limited (CYL) currently trades at A$6.46, while our model-based Fair Value estimate is A$7.36, implying the stock looks roughly 13.9% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Basic Materials 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: high), always confirm before acting.

Over the trailing twelve months, Catalyst Metals Limited generated revenue of A$451M at a net margin of 29.4%. Revenue grew 50.5% year over year. It earns a return on equity of 26.3%. The balance sheet holds a net cash position of A$202M. Fundamentals as of Jul 20, 2026

Our scenario range runs from A$3.96 (bear case) to A$15.01 (bull case); at A$6.46, the current price sits within 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 34% below its 52-week high and 42% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 16% fair-value upside, at 14%, CYL screens richer 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
Growth DCF A$2.58 A$3.88 A$5.92 80
Residual Income A$2.81 A$4.20 A$30.04 76
Rev-Margin DCF A$2.66 A$4.10 A$7.13 74
All 25 models by family
DCF Models
FCF DCF A$2.70 A$3.58 A$6.19 38
5Y Revenue Exit A$2.48 A$3.69 A$6.21 39
5Y EBITDA Exit A$4.82 A$8.40 A$15.44 41
5Y P/E Exit A$5.43 A$11.96 A$20.98 38
10Y Revenue Exit A$2.51 A$4.45 A$5.65 36
10Y EBITDA Exit A$4.12 A$9.03 A$17.84 37
10Y P/E Exit A$4.53 A$10.24 A$19.89 35
Earnings-Based
Graham-Dodd A$3.11 A$21.68 A$30.42 54
Lynch FV A$11.20 A$16.00 A$20.80 50
PEG = 1.0 A$11.20 A$16.00 A$20.80 46
EPV A$4.72 A$5.26 A$5.71 59
Dividend Discount
Gordon GGM A$0.0200 A$0.0400 A$0.0600 70
DDM Multi-Stage A$0.0200 A$0.0400 A$0.0400 61
Multiples
P/E Multiple A$5.83 A$7.77 A$9.71 63
P/S Multiple A$1.56 A$2.08 A$2.60 58
P/B Multiple A$4.06 A$5.41 A$6.76 55
EV/EBIT A$6.68 A$8.64 A$10.60 53
EV/EBITDA A$5.73 A$7.38 A$9.02 54
EV/Revenue A$2.25 A$2.88 A$3.50 43
Asset-Based
NCAV (Graham) A$0.9000 A$1.21 A$1.80 50
Growth DCF
Growth DCF A$2.58 A$3.88 A$5.92 80
Rev-Margin DCF A$2.66 A$4.10 A$7.13 74
Economic Profit
Residual Income A$2.81 A$4.20 A$30.04 76
ROIC Compounder A$5.60 A$7.49 A$9.71 72
Growth Earnings
Growth-Adj P/E A$13.78 A$19.68 A$25.59 68

Widest divergence: Growth Earnings (A$19.68) versus Dividend Discount (A$0.0400). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) A$451M
Revenue growth (YoY) +50.5%
Net margin 29.4%
Return on equity 26.3%
Free cash flow A$36.5M FY2025
P/E ratio 13.0
More key figures
Operating margin 45.4%
EPS (TTM) A$0.4100
EPS growth (YoY) +13.3%
Net cash A$202M FY2025

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 63 · Market factors (momentum, volatility) 34

Profitability 73
Margins and returns on capital today
Quality Growth 80
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 45
Distance to the 52-week high (market factor)
Net Issuance 38
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

Catalyst Metals Limited engages in the mineral exploration and evaluation in Australia. The company primarily explores for gold and silver deposits. It also involved in the mine development business. Catalyst Metals Limited was incorporated in 2006 and is headquartered in Perth, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Catalyst Metals Limited reported revenue of A$361M in FY2025 versus A$28.5M in FY2021, a compound +88.7%/yr. Reported net income was A$119M in FY2025, compounding +236.1%/yr from FY2021.

Growth Quality 77/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
A$361M
Latest YoY
+49.4%
Avg. growth/yr (3Y)
+78.7%
Avg. growth/yr (5Y)
+66.2%
Avg. growth/yr (18Y)
+53.0%
Revenue +88.7%/yr
FY21 A$28.5M
FY22 A$63.3M
FY23 A$63.9M
FY24 A$242M
FY25 A$361M
Net income +236.1%/yr
FY21 A$935K
FY22 A$2.1M
FY23 −A$15.6M
FY24 A$23.6M
FY25 A$119M

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Cite: Fair Value Calculator (2026). "Catalyst Metals Limited Fair Value". https://www.fairvalue-calculator.com/stock/CYL

Peer Group

Gold · 259 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 61 · Above median
Fair Value upside +14% · Top 25%
Return on equity (TTM) 26% · Top 25%
Return on assets 20% · Top 25%
Net margin (TTM) 29% · Top 25%
Operating margin (TTM) 45% · Above median
Revenue growth 51% · Above median
Debt / equity 0.02× · Lower than median

Valuation Multiples vs Gold median · lower = cheaper

P/E (TTM) 13.0× · Pricier than median
P/B 2.09× · Cheaper than median
P/S (TTM) 2.18× · Cheaper than median
P/FCF 27.0× · Pricier than 75% of peers
EV/EBITDA 3.7× · Cheaper than median
PEG 12.68× · Pricier 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 52 · sector 0
FUTURE 100 · sector 100
PAST 100 · sector 0
HEALTH 99 · sector 98
DIVIDEND 0 · sector 24

Insider activity: 30/100

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

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

Similar stocks

10 more Gold stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
Newmont Corporation NEMCL $112.00 $132.73 +19%
Zijin Mining Group 601899 ¥28.36 ¥30.58 +8%
Agnico Eagle Mines Limited AEM C$191.93 C$154.33 -20%
Barrick Mining Corporation B $34.93 $50.66 +45%
Wheaton Precious Metals Corp WPM C$152.57 C$52.47 -66%
Franco-Nevada Corporation FNV C$284.75 C$97.76 -66%
AngloGold Ashanti plc AU $76.35 $88.63 +16%
Gold Fields Limited GFI $33.33 $59.06 +77%
Kinross Gold Corporation KGC $22.57 $34.62 +53%
Northern Star Resources Limited NST A$20.48 A$15.98 -22%

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Frequently asked questions

Is Catalyst Metals Limited (CYL) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of A$7.36 versus a price of A$6.46, about +14% (undervalued).
What is the fair value of CYL?
Our model-based fair value for Catalyst Metals Limited is A$7.36 (as of Jul 20, 2026), built from audited fundamentals. The current price is A$6.46.
What is the quality score of CYL?
Catalyst Metals Limited has a Quality Score of 61/100. 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 revenue of Catalyst Metals Limited (CYL)?
Catalyst Metals Limited reported trailing-twelve-month revenue of about A$451M (latest available figure, as of Jul 20, 2026).
What is the net profit margin of CYL?
The net profit margin of Catalyst Metals Limited is about 29.4%, meaning it keeps roughly 29.4% 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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