BUUU Group Ltd

BUUUdata completeness 100%3 fiscal years on file

Data notes: no data for concept 'investmentsAtFairValue'; no data for concept 'netInvestmentIncome'; no data for concept 'gainsOnRealEstateSales'; no data for concept 'realEstateImpairment'

The thesis, from the filings

BUUU Group Ltd earns about 63% 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 $0.14 and $0.55 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$3.54M1$5.81M1$6.33M1
Net income$283,6892$834,1512$793,4202
Operating cash flow$143,1103$87,2723$336,0613
Capital expenditure$8,4444$25,4024$5,6994
Free cash flow (derived)$134,6663$61,8703$330,3623
Total debt$534,1995$432,1015
Cash & equivalents$515,9316$448,8887$101,5357
Diluted shares15.0M15.0M15.0M

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
$0.67
your share of equity
Profit it earned you last year
$0.53
Free cash flow it threw off
$0.22
Debt you’d be carrying
$0.29

10 shares is a claim on $0.67 of net worth that earned you $0.53 and generated $0.22 of cash last year, against $0.29 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
63% avg · 3y
FY23 FY24 66%FY25 61%

It earned about 63% 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. Total debt has fallen 19% — deleveraging.

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 v0.5.0

The 3 estimate methods that apply put fair value between $0.14 and $0.55 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
$0.15
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$134,666
DCF · Growth Exit 5Y
$0.14
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$134,666
Earnings Power Value
$0.55
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$793,420
  • growthAssumed0.0%
Graham Number
$0.28
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)8.97%
Terminal growth2.5%
At your growth, a share is worth $0.14
The three cases
Bear0.0%$0.11
Base5.0%$0.14
Bull10.0%$0.17

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 0001213900-25-104702 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 20-F · period ending 2023-06-30 · accession 0001213900-25-104702 (NetIncomeLoss)
  3. 20-F · period ending 2023-06-30 · accession 0001213900-25-104702 (NetCashProvidedByUsedInOperatingActivities)
  4. 20-F · period ending 2023-06-30 · accession 0001213900-25-104702 (PaymentsToAcquirePropertyPlantAndEquipment)
  5. 20-F · period ending 2024-06-30 · accession 0001213900-25-104702 (ShortTermBorrowings)
  6. 20-F · period ending 2023-06-30 · accession 0001213900-25-104702 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)
  7. 20-F · period ending 2024-06-30 · accession 0001213900-25-104702 (CashAndCashEquivalentsAtCarryingValue)