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TALi Digital Limited (TD1) Fair Value & Analysis

Healthcare · AU · Market cap A$3.1M

TD TALi Digital Limited TD1 · AU
PriceA$0.0860
Fair ValueA$0.0356
Upside-58.6%
Quality43/100
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Weak Growth
Thin margins · 0.0% net margin
negative free cash flow
Trails peers (3/9)
Narrow moat 9/100
Evidence: Low Range A$0.0290 – A$0.0422 Share as image

Fair value as of: Jul 17, 2026

From 3 valuation models · updated 24 days ago

Fair value updated Jul 17, 2026, revised from A$0.0320 to A$0.0356 (+11.3%) since Jun 26, 2026. Share price +38.7% over the past month.

Below-average quality, and screening another 59% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (A$0.0422). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

A$4.04 A$0.0400 Fair Value A$0.0356 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range A$0.0400 – A$4.04 · fair‑value band A$0.0290 – A$0.0422 · the A$0.0860 price screens above the A$0.0356 fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

TALi Digital Limited (TD1) currently trades at A$0.0860, while our model-based Fair Value estimate is A$0.0356, implying the stock looks roughly 58.6% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Trailing-twelve-month revenue stands at A$67.7K. It earns a return on equity of -46.0%. The balance sheet holds a net cash position of A$1.3M. Fundamentals as of Jul 17, 2026

Our scenario range runs from A$0.0290 (bear case) to A$0.0422 (bull case); at A$0.0860, the current price sits above 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 43% below its 52-week high and 115% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -53% fair-value upside, at -59%, TD1 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 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$0.4800 A$0.5100 A$0.5600 70
DDM Multi-Stage A$0.4800 A$0.5500 A$0.6500 61
NCAV (Graham) A$0.0200 A$0.0300 A$0.0500 50
All 3 models by family
Dividend Discount
Gordon GGM A$0.4800 A$0.5100 A$0.5600 70
DDM Multi-Stage A$0.4800 A$0.5500 A$0.6500 61
Asset-Based
NCAV (Graham) A$0.0200 A$0.0300 A$0.0500 50

Widest divergence: Dividend Discount (A$0.5100) versus Asset-Based (A$0.0300). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) A$67.7K
Revenue growth (YoY) +49,908%
Return on equity -46.0%
Free cash flow −A$473K FY2025
Operating margin -861%
EPS (TTM) A$-0.0200
More key figures
Net cash A$1.3M FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 43 · Market factors (momentum, volatility) 44

Profitability 0
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 29
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 30
Distance to the 52-week high (market factor)
Net Issuance 35
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

TALi Digital Limited, a digital health company, delivers diagnostic and therapeutic solutions to enhance attention cognitive function primarily in Australia. The company provides play-based interactions platforms, such as TALi DETECT, an evidence-based screening tool; and TALi TRAIN and ReadyAttentionGo!, a training modules.

Full company description

TALi Digital Limited, a digital health company, delivers diagnostic and therapeutic solutions to enhance attention cognitive function primarily in Australia. The company provides play-based interactions platforms, such as TALi DETECT, an evidence-based screening tool; and TALi TRAIN and ReadyAttentionGo!, a training modules. It also focuses to deliver a series of product developments relevant to attention deficit hyperactivity and disorder; and autism spectrum disorder. The company was formerly known as Novita Healthcare Limited and changed its name to TALI Digital Limited in December 2019. TALi Digital Limited was incorporated in 2004 and is headquartered in Hawthorn East, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

TALi Digital Limited reported revenue of A$1.2K in FY2025 versus A$34.2K in FY2021, a compound −56.9%/yr. Reported net income was −A$657K in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$1.2K
Latest YoY
−40.6%
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.
−55.2%
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.
−52.1%
Avg. growth/yr (20Y) 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.
−27.1%
Revenue −56.9%/yr
FY21 A$34.2K
FY22 A$13.2K
FY23 A$26.6K
FY24 A$2.0K
FY25 A$1.2K
Net income
FY21 −A$4.9M
FY22 −A$6.9M
FY23 −A$2.3M
FY24 −A$3.1M
FY25 −A$657K

TD1 screens 59% overvalued. Compare with Veeva Systems Inc →

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Cite: Fair Value Calculator (2026). "TALi Digital Limited Fair Value". https://www.fairvalue-calculator.com/stock/TD1

Peer Group

Health Information Services · 126 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 43 · Bottom 25%
Fair Value upside −54% · Below median
Return on assets -26% · Bottom 25%
Net margin (TTM) 0% · Below median
Revenue growth 49908% · Top 25%

Valuation Multiples vs Health Information Services median · lower = cheaper

P/B 0.96× · Cheaper than median
P/S (TTM) 32.16× · Pricier than 75% of peers
PEG 0.75× · 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 0 · sector 0
FUTURE 100 · sector 33
PAST 0 · sector 8
HEALTH 0 · sector 98
DIVIDEND 0 · sector 35

VALUE 0: the price sits above our fair-value range.

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 Health Information Services stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Veeva Systems Inc VEEV $190.12 $95.12 -50%
Pro Medicus Limited PME A$194.84 A$23.74 -88%
BrightSpring Health Services, Inc BTSG $68.16 $21.31 -69%
HealthEquity, Inc HQY $97.67 $56.63 -42%
Hinge Health, Inc HNGE $88.80 $24.03 -73%
10x Genomics, Inc TXG $45.75 $17.18 -62%
Waystar Holding WAY $22.69 $12.86 -43%
Doximity, Inc DOCS $22.21 $17.18 -23%
Privia Health Group PRVA $28.10 $5.30 -81%
Inventurus Knowledge Solutions Limited IKS ₹1,846 ₹860.28 -53%

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Frequently asked questions

Is TALi Digital Limited (TD1) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of A$0.0356 versus a price of A$0.0860, about −59% (overvalued).
What is the fair value of TD1?
Our model-based fair value for TALi Digital Limited is A$0.0356 (as of Jul 17, 2026), built from audited fundamentals. The current price is A$0.0860.
What is the quality score of TD1?
TALi Digital Limited has a Quality Score of 43/100. 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 TALi Digital Limited (TD1)?
TALi Digital Limited reported trailing-twelve-month revenue of about A$67.7K (latest available figure, as of Jul 17, 2026).
What is the net profit margin of TD1?
The net profit margin of TALi Digital Limited is about 0.0%, meaning it keeps roughly 0.0% 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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