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Strike Resources Limited (SRK) Fair Value & Analysis

Basic Materials · AU · Market cap A$7.7M

SR Strike Resources Limited SRK · AU
PriceA$0.0250
Fair ValueA$0.0271
Upside+8.4%
Quality54/100
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Weak Growth
Highly profitable · 80.7% net margin
Low debt · negative free cash flow
Ranks above peers (11/12)
Wide moat 69/100
Evidence: Low Range A$0.0230 – A$0.0323 Share as image

Fair value as of: Jul 13, 2026

From 3 valuation models · updated 28 days ago

Fair value updated Jul 13, 2026, revised from A$0.0240 to A$0.0271 (+13.0%) since Jun 26, 2026. Share price −7.4% 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.
  • 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$0.3100 A$0.0230 Fair Value A$0.0271 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range A$0.0230 – A$0.3100 · fair‑value band A$0.0230 – A$0.0323 · the A$0.0250 price screens below the A$0.0271 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

Strike Resources Limited (SRK) currently trades at A$0.0250, while our model-based Fair Value estimate is A$0.0271, implying the stock looks roughly 8.4% fairly valued today. The Quality Score stands at 54/100 (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: low), always confirm before acting.

Over the trailing twelve months, Strike Resources Limited generated revenue of A$12.9M at a net margin of 80.7%. It earns a return on equity of 100.3%. The balance sheet holds a net cash position of A$3.8M. The stock trades on a trailing P/E of 0.8. Fundamentals as of Jul 13, 2026

Our scenario range runs from A$0.0230 (bear case) to A$0.0323 (bull case); at A$0.0250, 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 52% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 8%, SRK 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
Gordon GGM A$0.1000 A$0.1700 A$0.2200 70
DDM Multi-Stage A$0.1000 A$0.1600 A$0.1800 61
NCAV (Graham) A$0.0100 A$0.0100 A$0.0100 50
All 3 models by family
Dividend Discount
Gordon GGM A$0.1000 A$0.1700 A$0.2200 70
DDM Multi-Stage A$0.1000 A$0.1600 A$0.1800 61
Asset-Based
NCAV (Graham) A$0.0100 A$0.0100 A$0.0100 50

Widest divergence: Dividend Discount (A$0.1600) versus Asset-Based (A$0.0100). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) A$12.9M
Revenue growth (YoY) -95.2%
Net margin 80.7%
Return on equity 100%
Free cash flow −A$3.2M FY2025
P/E ratio 0.8
More key figures
Operating margin 91.1%
EPS (TTM) A$0.0400
Net cash A$3.8M FY2025

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 46 · Market factors (momentum, volatility) 20

Profitability 0
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 14
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 94
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 4
Distance to the 52-week high (market factor)
Net Issuance 73
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

Strike Resources Limited operates as a mineral exploration company in Australia, Argentina, and Peru. The company primarily explores for iron ore, graphite, and lithium deposits. It holds interest in Apurimac Iron Ore Project covering an area of approximately 72,800 hectares located in the Southern Highlands of Peru.

Full company description

Strike Resources Limited operates as a mineral exploration company in Australia, Argentina, and Peru. The company primarily explores for iron ore, graphite, and lithium deposits. It holds interest in Apurimac Iron Ore Project covering an area of approximately 72,800 hectares located in the Southern Highlands of Peru. Strike Resources Limited was formerly known as Fast Scout Limited and changed its name to Strike Resources Limited in January 2006. The company was incorporated in 1999 and is based in Perth, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Strike Resources Limited reported revenue of A$220K in FY2025 versus A$9.6M in FY2021, a compound −61.1%/yr. Reported net income was −A$2.9M in FY2025.

Growth Quality 22/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$220K
Latest YoY
+77.2%
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.
−71.6%
Avg. growth/yr (25Y) 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.
+1.2%
Revenue −61.1%/yr
FY21 A$9.6M
FY22 A$9.6M
FY23 A$212K
FY24 A$124K
FY25 A$220K
Net income
FY21 A$3.9M
FY22 −A$4.6M
FY23 −A$6.9M
FY24 A$755K
FY25 −A$2.9M

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Cite: Fair Value Calculator (2026). "Strike Resources Limited Fair Value". https://www.fairvalue-calculator.com/stock/SRK

Peer Group

Other Industrial Metals & Mining · 475 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 54 · Top 25%
Fair Value upside +20% · Top 25%
Return on equity (TTM) 100% · Top 25%
Return on assets 57% · Top 25%
Net margin (TTM) 81% · Top 25%
Operating margin (TTM) 91% · Top 25%
Revenue growth -95% · Bottom 25%

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/E (TTM) 0.7× · Cheaper than 75% of peers
P/B 1.43× · Cheaper than median
P/S (TTM) 0.42× · Cheaper than 75% of peers
PEG 0.31× · 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 60 · sector 0
FUTURE 0 · sector 23
PAST 100 · sector 0
HEALTH 100 · sector 96
DIVIDEND 0 · sector 21

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 Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHPN 1,425 MXN 942.42 MXN -34%
Rio Tinto Group RIO A$164.89 A$81.76 -50%
Grupo México, S.A. GMEXICOB 199.23 MXN 187.72 MXN -6%
Vale S.A VALE $14.19 $9.14 -36%
Saudi Arabian Mining Company 1211 58.05 SAR 33.87 SAR -42%
CMOC Group 603993 ¥18.20 ¥16.15 -11%
Fortescue Ltd FMG A$18.47 A$18.62 +1%
China Tungsten And Hightech Materials Co 000657 ¥74.71 ¥9.55 -87%
Hindustan Zinc Limited HINDZINC ₹521.95 ₹576.80 +11%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥39.56 ¥10.59 -73%

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Frequently asked questions

Is Strike Resources Limited (SRK) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of A$0.0271 versus a price of A$0.0250, about +8% (fairly valued).
What is the fair value of SRK?
Our model-based fair value for Strike Resources Limited is A$0.0271 (as of Jul 13, 2026), built from audited fundamentals. The current price is A$0.0250.
What is the quality score of SRK?
Strike Resources Limited has a Quality Score of 54/100. 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 Strike Resources Limited (SRK)?
Strike Resources Limited reported trailing-twelve-month revenue of about A$12.9M (latest available figure, as of Jul 13, 2026).
What is the net profit margin of SRK?
The net profit margin of Strike Resources Limited is about 80.7%, meaning it keeps roughly 80.7% 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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