EN DE

Highcom Ltd (HCL) Fair Value & Analysis

Industrials · AU · Market cap A$16.3M (≈ $11.7M) · ISIN AU0000309015

What is Highcom Ltd really worth?

HL Highcom Ltd HCL · AU
PriceA$0.1250
Fair ValueA$0.1100
Upside−12.0%
Quality51/100

A solid business, but trading 14% above our fair value of A$0.1100.

Watch Highcom Ltd for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card. Watch for free

Risks

!Weak Growth (revenue 3y −6.3 %/yr)
!Loss-making · -28.4% net margin
!Low debt · negative free cash flow
!Mixed vs. peers (4/10)
!Narrow moat 12/100
!Evidence only low, so the estimate is less certain
!Weak on valuation: 17 out of 100
Evidence: Low Range A$0.0700 – A$0.1300

Fair value as of: Aug 25, 2026

From 1 valuation models · updated 11 days ago

What runs behind every stock

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

What matters now

  • Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
  • 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.

Price vs Fair Value (5 years)

A$0.7600 A$0.0920 Fair Value A$0.1100 May 2021 Sep 2026

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

How to read this chart

60‑month range A$0.0920 – A$0.7600 · fair‑value band A$0.0700 – A$0.1300 · the A$0.1250 price screens above 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 Aug 25, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Highcom Ltd (HCL) currently trades at A$0.1250, while our model-based Fair Value estimate is A$0.1100, implying the stock looks roughly 13.6% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. How firm this estimate is: it rests on 1 models at a data quality of 91/100, which puts the evidence level at low.

Over the trailing twelve months, Highcom Ltd 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 Aug 25, 2026

Our scenario range runs from A$0.0700 (bear case) to A$0.1300 (bull case); at A$0.1250, 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 76% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −44% fair-value upside, at −12%, 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, family-balanced 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. Every input is real reported data, nothing guessed.

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
NCAV (Graham) best evidence A$0.1100 A$0.1400 A$0.2100 54
All 1 models by family
Asset-Based
NCAV (Graham) best evidence A$0.1100 A$0.1400 A$0.2100 54

Notify me when HCL reaches fair value

Put HCL on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.

Set up alert →

Free, no payment details. Unsubscribe anytime in one click.

Key figures & financial health

P/S ratio 0.72 TTM
EPS (TTM) A$−0.0900
Net margin −2.5% FY2025
Return on equity −33.1% TTM
Return on assets (EBIT) −4.1% avg 5y
Operating margin −55.5% TTM
More key figures
Growth
Revenue (TTM) A$32.4M TTM
Revenue growth (YoY) −59.1% 3y avg −6.3%
Balance sheet & cash flow
Free cash flow −A$460K FY2024

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

Quality Score breakdown

Overall quality 51/100

Of which business quality 52 · Market factors (momentum, volatility) 19

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 7
Price trend over the last 3–12 months (market factor)
52W Momentum 3
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

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 Ltd 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. revenue 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.
−6.3%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
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

HCL screens 14% overvalued. Compare with General Electric Company →

Share or link this analysis
𝕏 Post WhatsApp LinkedIn Reddit
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

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

Peer Group

Aerospace & Defense · 229 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 −12% · 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

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE17 · sector 0
FUTURE0 · sector 50
PAST0 · sector 38
HEALTH100 · sector 93
DIVIDEND0 · sector 16

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

Similar stocks

10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Aug 25, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE $335.71 $116.71 −65%
RTX Corporation RTX $212.08 $88.37 −58%
Airbus SE AIR €213.00 €117.01 −45%
Lockheed Martin Corporation LMT $565.89 $419.01 −26%
Howmet Aerospace Inc HWM $264.85 $50.43 −81%
General Dynamics Corporation GD $379.32 $274.32 −28%
Northrop Grumman Corporation NOC $545.57 $356.59 −35%
TransDigm Group TDG $1,235 $571.03 −54%
L3Harris Technologies, Inc LHX $262.82 $146.55 −44%
Thales S.A HO €243.70 €171.13 −30%

Compare Highcom Ltd with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names ⭐ Top Rated 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screener Filter by region, size and sector Compare tool Two stocks side by side Extrinsic Value Calculator (Options) Splits an option premium into intrinsic and extrinsic (time) value. Peter Lynch Fair Value Formula & Calculator Apply Peter Lynch's fair value formula in seconds: fair P/E ≈ earnings growth (+ dividend) - free, with formula and example.

Frequently asked questions

Is Highcom Ltd (HCL) overvalued or undervalued?
As of Aug 25, 2026, our model estimates a fair value of A$0.1100 versus a price of A$0.1250, about −12% upside (overvalued).
What is the fair value of HCL?
Our model-based fair value for Highcom Ltd is A$0.1100 (as of Aug 25, 2026), built from audited fundamentals. The current price: A$0.1250.
What is the quality score of HCL?
Highcom Ltd 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 Ltd (HCL)?
Highcom Ltd reported trailing-twelve-month revenue of about A$32.4M (latest available figure, as of Aug 25, 2026).
What is the net profit margin of HCL?
The net profit margin of Highcom Ltd is about −28.4%, meaning it is currently running at a net loss. Based on the latest reported figures.
Free · no account needed

Watch Highcom Ltd in the live analysis

One click puts Highcom Ltd on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.