Acco Group Holdings Ltd

ACCLdata completeness 88%3 fiscal years on file

Data notes: no data for concept 'totalDebt'; no data for concept 'interestExpense'

The thesis, from the filings

Acco Group Holdings Ltd earns about 2054% on invested capital, far above its ~9% cost of capital, with a roughly flat share count — a real edge showing up in the numbers. The estimate methods put fair value between $0.82 and $1.93 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2023FY 2024FY 2025
Revenue$3.7M1$4.37M1$4.89M1
Net income$641,8542$992,8302$1.02M2
Operating cash flow$741,9903$1.12M3$1.54M3
Capital expenditure$7,6664$1,3304$23,2034
Free cash flow (derived)$734,3243$1.12M3$1.51M3
Total debt
Cash & equivalents$1.8M5$1.12M6$2.45M6
Diluted shares12.5M12.5M12.5M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$1.75
your share of equity
Profit it earned you last year
$0.82
Free cash flow it threw off
$1.21
Debt you’d be carrying

10 shares is a claim on $1.75 of net worth that earned you $0.82 and generated $1.21 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
2054% avg · 3y
FY23 205%FY24 3902%FY25

It earned about 2054% on invested capital, year after year, against a ~9% cost of capital — the footprint of real pricing power. Competition usually drags returns like this back down; here it hasn't.

seeing a moat in the numbers →
Management signal · capital allocation
−0% shares · 3y

Share count is roughly flat over 3 years — little dilution, little buyback.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $0.82 and $1.93 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$1.93
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$1.12M
DCF · Growth Exit 5Y
$1.79
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$1.12M
Earnings Power Value
$0.82
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$992,830
  • growthAssumed0.0%
Graham Number
$0.57
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years5.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $1.79
The three cases
Bear0.0%$1.48
Base5.0%$1.79
Bull10.0%$2.16

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 5.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2023-06-30 · accession 0001213900-25-111270 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 20-F · period ending 2023-06-30 · accession 0001213900-25-111270 (NetIncomeLoss)
  3. 20-F · period ending 2023-06-30 · accession 0001213900-25-111270 (NetCashProvidedByUsedInOperatingActivities)
  4. 20-F · period ending 2023-06-30 · accession 0001213900-25-111270 (PaymentsToAcquirePropertyPlantAndEquipment)
  5. 20-F · period ending 2023-06-30 · accession 0001213900-25-111270 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)
  6. 20-F · period ending 2024-06-30 · accession 0001213900-25-111270 (CashAndCashEquivalentsAtCarryingValue)