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Blue Sky Alternatives Access Fund Ltd (WMA) Fair Value & Analysis

Financial Services · AU · Market cap A$198M

BS Blue Sky Alternatives Access Fund Ltd WMA · AU
PriceA$0.9850
Fair ValueA$0.5400
Upside-45.2%
Quality61/100
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Weak Growth
Highly profitable · 57.0% net margin
negative free cash flow
5.97% dividend yield
Mixed vs. peers (7/12)
Moderate moat 63/100
Evidence: Medium Range A$0.4000 – A$0.6700 Share as image

Fair value as of: Jul 12, 2026

From 2 valuation models · updated 29 days ago

Share price −2.0% over the past month.

A solid business, but screening 45% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (A$0.6700). The favourable scenario is already priced in.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

A$1.01 A$0.7531 Fair Value A$0.5400 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$0.7531 – A$1.01 · fair‑value band A$0.4000 – A$0.6700 · the A$0.9850 price screens above the A$0.5400 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Blue Sky Alternatives Access Fund Ltd (WMA) currently trades at A$0.9850, while our model-based Fair Value estimate is A$0.5400, implying the stock looks roughly 45.2% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services 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: medium).

Over the trailing twelve months, Blue Sky Alternatives Access Fund Ltd generated revenue of A$14.2M at a net margin of 57.0%. Revenue grew 32.6% year over year. It earns a return on equity of 3.5%. The balance sheet holds a net cash position of A$39.8M. Fundamentals as of Jul 12, 2026

Our scenario range runs from A$0.4000 (bear case) to A$0.6700 (bull case); at A$0.9850, 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 3% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -45%, WMA 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
P/B Multiple A$0.7300 A$0.9800 A$1.22 55
NCAV (Graham) A$0.5700 A$0.7700 A$1.15 50
All 2 models by family
Multiples
P/B Multiple A$0.7300 A$0.9800 A$1.22 55
Asset-Based
NCAV (Graham) A$0.5700 A$0.7700 A$1.15 50

Widest divergence: Multiples (A$0.9800) versus Asset-Based (A$0.7700). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) A$14.2M
Revenue growth (YoY) +32.6%
Net margin 57.0%
Return on equity 3.5%
Free cash flow −A$11.5M FY2024
P/E ratio 23.9
More key figures
Operating margin 84.3%
EPS (TTM) A$0.0400
Dividend yield 6.3%
EPS growth (YoY) +39.4%
Net cash A$39.8M FY2024

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

Quality Score breakdown

Overall quality 61/100

Of which business quality 55 · Market factors (momentum, volatility) 60

Profitability 32
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 51
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

Blue Sky Alternatives Access Fund Ltd specializes in investments in venture capital, private equity, private real estate including infrastructure, commodities, farmland, agricultural water entitlements, and real assets such as water rights.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Blue Sky Alternatives Access Fund Ltd reported revenue of A$11.5M in FY2024 versus A$26.0M in FY2020, a compound −18.6%/yr. Reported net income was A$6.2M in FY2024, compounding −23.3%/yr from FY2020.

Growth Quality 18/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2024)
A$11.5M
Latest YoY
−2.7%
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.
−24.5%
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.
+1.3%
Avg. growth/yr (10Y) 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.
+4.2%
Revenue −18.6%/yr
FY20 A$26.0M
FY21 A$26.6M
FY22 A$15.1M
FY23 A$11.8M
FY24 A$11.5M
Net income −23.3%/yr
FY20 A$18.0M
FY21 A$18.1M
FY22 A$9.5M
FY23 A$6.3M
FY24 A$6.2M
Character of growth · EPS growth decomposed (2014-2024) −6.4 % p.a.
Revenue per share −4.7 pp

of which total revenue −0.7 pp · buybacks/dilution −4.0 pp

EBIT margin −2.3 pp
Tax rate +0.3 pp
Residual (interest, one-offs) +0.3 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

WMA screens 45% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Blue Sky Alternatives Access Fund Ltd Fair Value". https://www.fairvalue-calculator.com/stock/WMA

Peer Group

Asset Management · 971 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 61 · Above median
Fair Value upside −45% · Below median
Return on equity (TTM) 4% · Below median
Return on assets 3% · Above median
Net margin (TTM) 57% · Above median
Operating margin (TTM) 84% · Above median
Revenue growth 33% · Above median
Dividend yield (TTM) 6.0% · Above median

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 25.1× · Pricier than 75% of peers
P/B 0.62× · Cheaper than 75% of peers
P/S (TTM) 9.88× · Pricier than median
EV/EBITDA 12.1× · Pricier 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 0 · sector 37
FUTURE 100 · sector 6
PAST 14 · sector 26
HEALTH 0 · sector 95
DIVIDEND 100 · sector 69

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 Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,136 $465.75 -59%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 423.70 kr 847.40 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Hedef Holding HEDEF 267.25 TRY 320.98 TRY +20%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%

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Frequently asked questions

Is Blue Sky Alternatives Access Fund Ltd (WMA) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of A$0.5400 versus a price of A$0.9850, about −45% (overvalued).
What is the fair value of WMA?
Our model-based fair value for Blue Sky Alternatives Access Fund Ltd is A$0.5400 (as of Jul 12, 2026), built from audited fundamentals. The current price is A$0.9850.
What is the quality score of WMA?
Blue Sky Alternatives Access Fund Ltd has a Quality Score of 61/100. 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 Blue Sky Alternatives Access Fund Ltd (WMA)?
Blue Sky Alternatives Access Fund Ltd reported trailing-twelve-month revenue of about A$14.2M (latest available figure, as of Jul 12, 2026).
What is the net profit margin of WMA?
The net profit margin of Blue Sky Alternatives Access Fund Ltd is about 57.0%, meaning it keeps roughly 57.0% of revenue as net income. Based on the latest reported figures.
Does Blue Sky Alternatives Access Fund Ltd pay a dividend?
Blue Sky Alternatives Access Fund Ltd currently shows a dividend yield of about 6.28% relative to its recent price (as of Jul 12, 2026).

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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