VH

VisionWave Holdings, Inc.

VWAV·NASDAQ

$5.52

-0.45%
IndustrialsAerospace & Defense

A defense technology company specializing in AI-driven innovations, autonomous systems, and advanced sensor and radar solutions for military and homeland security applications

At a Glance

Live Snapshot
Market Cap$91.06M
EPS-0.5600
P/E Ratio-9.86
Earnings Date05/20/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -9.9).

Valuation inputs: P/E -9.9, earnings yield N/A, momentum -0.5%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is strong (ROE +55.5%, ROIC +97.2%).

Profitability stack: net margin 0.0%, ROE +55.5%, ROIC +97.2%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +538.0%, momentum -0.5%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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VisionWave Holdings, Inc. Market vs Earnings Trajectory

VWAV · NASDAQ

Loading price and EPS data...

VH

VisionWave Holdings, Inc. Fair Value Envelope

VWAV · NASDAQ

Our analysis suggests that VWAV has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $5.52, this represents a potential HIDDEN relative to our calculated worth for VisionWave Holdings, Inc..

Intrinsic Value
Current Price: $5.52
3Y-11300.0%
5Y+1805.0%
10Y+1805.0%

No Revenue Data

VWAV has not reported any revenue values in the available annual periods.

3Y-14000.0%
5Y+2262.0%
10Y+2262.0%
3Y+315.0%
5Y+753.0%
10Y+753.0%
3Y+315.0%
5Y+753.0%
10Y+753.0%
3Y-92.0%
5Y-96.0%
10Y-96.0%
VH

VisionWave Holdings, Inc. Profit Bridge

VWAV · NASDAQ
Revenue0.00
Cost of Goods Sold (0.00)
Gross Profit0.00
Operating Expenses (6.74M)
Operating Income-6.74M
Interest Expense (59.33K)
Other Income/Expense193.09K
Pretax Income-6.55M
Income Tax (0.00)
Net Income-6.55M
Net Income
-6.55M

Profitability Analysis

No Gross Profit Margin Data

VWAV has not reported any gross profit margin values in the available annual periods.

No Operating Profit Margin Data

VWAV has not reported any operating profit margin values in the available annual periods.

No Net Profit Margin Data

VWAV has not reported any net profit margin values in the available annual periods.

55.51%
Return on Equity
59%
3Y+82021.0%
5Y-14045.0%
10Y-14045.0%
-243.15%
Return on Assets
1278%
3Y-369070.0%
5Y+61551.0%
10Y+61551.0%
97.22%
Return on Invested Capital
-4%
3Y-39652.0%
5Y-17313.0%
10Y-17313.0%
V

VisionWave Holdings, Inc. Cash Conversion Engine

VWAV · NASDAQ
Net Income-6.55M
Depreciation & Amortization0.00
Stock-Based Compensation2.64M
Change in Working Capital1.29M
Others-213.27K
Capital Expenditures0.00
Free Cash Flow-2.84M

Cash Flow Quality Analysis

FCF Conversion Rate

43.3%

Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.

FCF Growth Trend

-229.2%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

+$1.29M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.

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VisionWave Holdings, Inc. Funding & Solvency Profile

VWAV · NASDAQ
Cash & Cash Equivalents14.26M
Net Receivables0.00
Inventory0.00
Other Current Assets860.22K
Total Current Assets15 M
Property, Plant & Equipment60.12K
Goodwill & Intangible Assets113.92M
Long-Term Investments0.00
Other Non-Current Assets6.61M
Total Non-Current Assets7 M
Total Assets
135.70M

Financial Health Analysis

Current Ratio

0.41x

Warning: Liquidity concerns. Current assets may not be sufficient to cover short-term obligations.

Debt-to-Equity Ratio

0.38x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

-21939175

Negative working capital indicates short-term liabilities exceed short-term assets—potential liquidity stress.

Asset Composition

11% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Conservative with tight liquidity: Low debt is positive, but current ratio warrants attention. Consider whether the company is efficiently deploying its equity capital.

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VisionWave Holdings, Inc. Street Expectations Map

VWAV · NASDAQ

No Target Data

No analyst price targets available for vwav.

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VisionWave Holdings, Inc. Insider Positioning

VWAV · NASDAQ

During the last 12 months, insiders have sold $8.41M worth of VWAV shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

521.2K

6.84M

Net Activity

-6.8M

-$6.84M

6-9 Months

Bought

0

0.00

Sold

144.3K

1.58M

Net Activity

-1.6M

-$1.58M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
SHL

Stanley Hills Llc

10 Percent Owner

651.2K shares23 transactions

$8.28M

2
MIAFSL

Magic Internacional Argentina Fc S.L. Llc

10 Percent Owner

14.3K shares2 transactions

$136K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $8.41M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

No Dividend Yield Data

VWAV has not reported any dividend yield values in the available annual periods.

 

vwav Dividend History

VWAV
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%