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Energy Action Limited (EAX) Fair Value & Analysis

Industrials · AU · Market cap A$16.1M

EA Energy Action Limited EAX · AU
PriceA$0.3700
Fair ValueA$0.6035
Upside+63.1%
Quality65/100
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Weak Growth
Solidly profitable · 12.8% net margin
Low debt · generates free cash flow
Ranks above peers (9/13)
Wide moat 72/100
Evidence: High Range A$0.4760 – A$0.8840 Share as image

Fair value as of: Jul 12, 2026

From 24 valuation models · updated 29 days ago

Share price −7.5% over the past month.

A solid business, screening 63% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (A$0.4760). The market is more pessimistic than our downside scenario.
  • Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (A$0.4760 to A$0.8840) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

A$0.5600 A$0.0700 Fair Value A$0.6035 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range A$0.0700 – A$0.5600 · fair‑value band A$0.4760 – A$0.8840 · the A$0.3700 price screens below the A$0.6035 fair value. Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Energy Action Limited (EAX) currently trades at A$0.3700, while our model-based Fair Value estimate is A$0.6035, implying the stock looks roughly 63.1% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Industrials 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, Energy Action Limited generated revenue of A$13.2M at a net margin of 12.8%. Revenue grew 20.1% year over year. It earns a return on equity of 40.1%. Net debt stands at A$2.5M. Fundamentals as of Jul 12, 2026

Our scenario range runs from A$0.4760 (bear case) to A$0.8840 (bull case); at A$0.3700, 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 34% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at 63%, EAX 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 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. Evidence
Highest evidence
Growth DCF A$0.2600 A$0.3400 A$0.4400 80
Residual Income A$0.2600 A$0.3600 A$2.17 76
Rev-Margin DCF A$0.2900 A$0.4500 A$0.6500 74
All 24 models by family
DCF Models
FCF DCF A$0.2600 A$0.3300 A$0.4600 38
Owner Earnings A$0.4300 A$0.5500 A$0.7500 31
5Y Revenue Exit A$0.2900 A$0.4400 A$0.6600 39
5Y EBITDA Exit A$0.5400 A$0.8700 A$1.30 41
5Y P/E Exit A$0.4600 A$0.7300 A$1.05 38
10Y Revenue Exit A$0.2700 A$0.3600 A$0.4700 36
10Y EBITDA Exit A$0.4000 A$0.5900 A$0.7900 37
10Y P/E Exit A$0.3600 A$0.5100 A$0.6600 35
Earnings-Based
Graham-Dodd A$0.3400 A$0.4200 A$0.4700 54
EPV A$0.5000 A$0.5700 A$0.6200 59
Dividend Discount
Gordon GGM A$0.1800 A$0.1900 A$0.2100 70
DDM Multi-Stage A$0.1800 A$0.2100 A$0.2400 61
Multiples
P/E Multiple A$0.7900 A$1.06 A$1.32 63
P/S Multiple A$0.4800 A$0.6400 A$0.7900 58
P/B Multiple A$0.3800 A$0.5000 A$0.6300 55
EV/EBIT A$1.04 A$1.40 A$1.76 53
EV/EBITDA A$0.9400 A$1.26 A$1.59 54
EV/Revenue A$0.3600 A$0.5300 A$0.7100 43
Asset-Based
NCAV (Graham) A$0.0600 A$0.0700 A$0.1100 50
Growth DCF
Growth DCF A$0.2600 A$0.3400 A$0.4400 80
Rev-Margin DCF A$0.2900 A$0.4500 A$0.6500 74
Economic Profit
Residual Income A$0.2600 A$0.3600 A$2.17 76
ROIC Compounder A$0.5000 A$0.5800 A$0.6500 72
Growth Earnings
Growth-Adj P/E A$0.5600 A$0.8000 A$1.04 68

Widest divergence: Growth Earnings (A$0.8000) versus Asset-Based (A$0.0700). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) A$13.2M
Revenue growth (YoY) +20.1%
Net margin 12.8%
Return on equity 40.1%
Free cash flow A$1.6M FY2025
P/E ratio 9.1
More key figures
Operating margin 16.9%
EPS (TTM) A$0.0400
EPS growth (YoY) -41.0%
Net debt A$2.5M FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 65 · Market factors (momentum, volatility) 40

Profitability 94
Margins and returns on capital today
Quality Growth 91
Are margins and returns improving?
Cashflow 58
Earnings quality: real cash, not paper profit
Fin. Strength 56
Balance sheet, leverage, solvency risk
Investment 89
Disciplined investing over empire-building
Low Volatility 55
Calm price path (market factor)
Momentum 35
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

Energy Action Limited engages in the provision of energy and carbon emissions procurement and management services to business customers in Australia.

Full company description

Energy Action Limited engages in the provision of energy and carbon emissions procurement and management services to business customers in Australia. It is involved in energy procurement, which offers broking or consulting using a range of procurement methodologies, including auctions, tenders, progressive and structured purchasing, and corporate power purchase agreements; energy management consisting of client energy contracts and environmental reporting, such as account management, liaison with its retailer, validating the bill, ensuring the tariff, and helping to understand energy and emissions profile. The company also engages in solar PV and battery procurement comprising sourcing and contracting of solar and battery project suppliers for business customers looking to implement solar and battery solutions. Energy Action Limited was founded in 2000 and is headquartered in Sydney, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Energy Action Limited reported revenue of A$12.8M in FY2025 versus A$14.3M in FY2021, a compound −2.8%/yr. Reported net income was A$2.0M in FY2025.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$12.8M
Latest YoY
+18.7%
Avg. growth/yr (3Y) 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.
+7.2%
Avg. growth/yr (5Y) 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.
−7.5%
Avg. growth/yr (17Y) 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.
+4.9%
Revenue −2.8%/yr
FY21 A$14.3M
FY22 A$10.4M
FY23 A$11.1M
FY24 A$10.8M
FY25 A$12.8M
Net income
FY21 −A$1.0M
FY22 −A$2.8M
FY23 −A$298K
FY24 A$584K
FY25 A$2.0M

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

Peer Group

Specialty Business Services · 253 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 65 · Top 25%
Fair Value upside +63% · Top 25%
Return on equity (TTM) 40% · Top 25%
Return on assets 13% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 17% · Top 25%
Revenue growth 20% · Top 25%
Debt / equity 0.42× · Higher than median

Valuation Multiples vs Specialty Business Services median · lower = cheaper

P/E (TTM) 10.0× · Cheaper than 75% of peers
P/B 2.54× · Pricier than median
P/S (TTM) 0.86× · Pricier than median
P/FCF 6.9× · Pricier than median
EV/EBITDA 5.6× · Cheaper than median

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 24
FUTURE 100 · sector 27
PAST 100 · sector 33
HEALTH 79 · sector 92
DIVIDEND 0 · sector 54

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 Specialty Business Services stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

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Copart, Inc CPRT $27.61 $28.59 +4%
Global Payments Inc GPN $80.49 $69.67 -13%
RB Global, Inc RBA C$156.43 C$49.14 -69%
Brambles Limited BXB A$18.79 A$12.28 -35%
UL Solutions Inc ULS $87.76 $33.62 -62%
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Frequently asked questions

Is Energy Action Limited (EAX) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of A$0.6035 versus a price of A$0.3700, about +63% (undervalued).
What is the fair value of EAX?
Our model-based fair value for Energy Action Limited is A$0.6035 (as of Jul 12, 2026), built from audited fundamentals. The current price is A$0.3700.
What is the quality score of EAX?
Energy Action Limited has a Quality Score of 65/100. 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 Energy Action Limited (EAX)?
Energy Action Limited reported trailing-twelve-month revenue of about A$13.2M (latest available figure, as of Jul 12, 2026).
What is the net profit margin of EAX?
The net profit margin of Energy Action Limited is about 12.8%, meaning it keeps roughly 12.8% 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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