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HighCom Limited (HCL) Fair Value & Analysis

Industrials · AU · Market cap A$16.3M

HL HighCom Limited HCL · AU
PriceA$0.1100
Fair ValueA$0.1100
Upside+0.0%
Quality51/100
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Weak Growth
Loss-making · -28.4% net margin
Low debt · negative free cash flow
Mixed vs. peers (4/10)
Narrow moat 12/100
Evidence: Low Range A$0.0700 – A$0.1300 Share as image

Fair value as of: Jul 11, 2026

From 1 valuation models · updated 29 days ago

Share price +4.8% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (A$0.0700 to A$0.1300) leaves room in how you read the outcome.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

A$0.7600 A$0.1050 Fair Value A$0.1100 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range A$0.1050 – A$0.7600 · fair‑value band A$0.0700 – A$0.1300 · the A$0.1100 price screens below the A$0.1100 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

HighCom Limited (HCL) currently trades at A$0.1100, while our model-based Fair Value estimate is A$0.1100, implying the stock looks roughly 0.0% fairly valued today. The Quality Score stands at 51/100 (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: low), always confirm before acting.

Over the trailing twelve months, HighCom Limited generated revenue of A$32.4M at a net margin of -28.4%. Revenue declined 59.1% year over year. It earns a return on equity of -33.1%. Fundamentals as of Jul 11, 2026

Our scenario range runs from A$0.0700 (bear case) to A$0.1300 (bull case); at A$0.1100, 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 79% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -59% fair-value upside, at 0%, HCL 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$0.1100 A$0.1400 A$0.2100 50
All 1 models by family
Asset-Based
NCAV (Graham) A$0.1100 A$0.1400 A$0.2100 50

Key figures & financial health

Revenue (TTM) A$32.4M
Revenue growth (YoY) -59.1%
Net margin -28.4%
Return on equity -33.1%
Free cash flow −A$460K FY2024
Operating margin -55.5%
More key figures
EPS (TTM) A$-0.0900

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 52 · Market factors (momentum, volatility) 15

Profitability 31
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 15
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 0
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 78
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

HighCom Limited provides armors and technologies for defense sectors in Australia, the Asia Pacific, North America, Europe, and internationally. It operates through two segments, Armour Division and Technology Division. The company offers armour products comprising body armour, ballistic helmets, shields, composite armour panels, and platform structures.

Full company description

HighCom Limited provides armors and technologies for defense sectors in Australia, the Asia Pacific, North America, Europe, and internationally. It operates through two segments, Armour Division and Technology Division. The company offers armour products comprising body armour, ballistic helmets, shields, composite armour panels, and platform structures. It also provides uncrewed aerial systems, control systems, and sensors, as well as project management, engineering, integration, repair and maintenance services, product support, and training services. The company was formerly known as XTEK Limited and changed its name to HighCom Limited in November 2023. HighCom Limited was incorporated in 2003 and is based in Symonston, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

HighCom Limited reported revenue of A$48.3M in FY2025 versus A$28.2M in FY2021, a compound +14.4%/yr. Reported net income was −A$1.2M in FY2025.

Growth Quality 6/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$48.3M
Latest YoY
+6.1%
Avg. growth/yr (3Y)
−6.3%
Revenue +14.4%/yr
FY21 A$28.2M
FY22 A$58.6M
FY23 A$89.5M
FY24 A$45.5M
FY25 A$48.3M
Net income
FY21 −A$4.0M
FY22 A$5.7M
FY23 A$6.1M
FY24 −A$12.0M
FY25 −A$1.2M

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Cite: Fair Value Calculator (2026). "HighCom Limited Fair Value". https://www.fairvalue-calculator.com/stock/HCL

Peer Group

Aerospace & Defense · 226 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 52 · Below median
Fair Value upside +0% · Top 25%
Return on assets -13% · Bottom 25%
Net margin (TTM) -28% · Bottom 25%
Operating margin (TTM) -55% · Bottom 25%
Revenue growth -59% · Bottom 25%

Valuation Multiples vs Aerospace & Defense median · lower = cheaper

P/B 0.39× · Cheaper than 75% of peers
P/S (TTM) 0.36× · 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 33 · sector 0
FUTURE 0 · sector 46
PAST 0 · sector 38
HEALTH 100 · sector 94
DIVIDEND 0 · sector 15

Insider activity: 40/100

Values & ESG

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

Weapons Defense

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

Similar stocks

10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE $381.22 $116.71 -69%
RTX Corporation RTX $195.93 $88.37 -55%
Airbus SE 1AIR €213.25 €86.20 -60%
The Boeing Company BA $217.11 $48.20 -78%
China CSSC Holdings 600150 ¥34.31 ¥21.90 -36%
HD Hyundai Heavy Industries Co 329180 466,000 KRW 272,966 KRW -41%
Hanwha Aerospace Co 012450 967,000 KRW 573,468 KRW -41%
ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS 337.50 TRY 130.70 TRY -61%
Saab AB SAABB kr 520.40 kr 212.84 -59%
Kongsberg Gruppen ASA KOG kr 277.50 kr 106.93 -61%

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Frequently asked questions

Is HighCom Limited (HCL) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of A$0.1100 versus a price of A$0.1100, about +0% (fairly valued).
What is the fair value of HCL?
Our model-based fair value for HighCom Limited is A$0.1100 (as of Jul 11, 2026), built from audited fundamentals. The current price is A$0.1100.
What is the quality score of HCL?
HighCom Limited has a Quality Score of 51/100. 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 HighCom Limited (HCL)?
HighCom Limited reported trailing-twelve-month revenue of about A$32.4M (latest available figure, as of Jul 11, 2026).
What is the net profit margin of HCL?
The net profit margin of HighCom Limited is about -28.4%, meaning it is currently running at a net loss. 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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