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← CockpitCompetitor Analysis › DYL.AX Deep Yellow LimitedOpen in the cockpit ↗

Deep Yellow LimitedDYL.AXCompetitor analysis, valuation and peers

Australia · AUD·Materials›Other Metals/Minerals
Momentum laggard 2
Mkt cap
$510M
US dollars, full cap
Free float
93%
of shares outstanding
$/day
$4.67M
20-day average traded
P/B
1.11×
price to book
ROE
2.1%
delivered
Implied ROE
16.0%
what the price asks
Next earnings
132 days
18 Mar 2027
Close · AUDA$0.76
1D0.0%
1W+5.6%
1M-28.4%
3M-49.0%
6M-56.9%
YTD-59.0%
1Y-54.4%
ATR %8.3%
52w lowhigh74.6% off high

What Deep Yellow does

No business profile yet.

Deep Yellow at a glance

Size Deep Yellow (DYL.AX) is an Australia Materials company (Other Metals/Minerals) with a market value of $510M, the 261st largest of 316 Australia companies the cockpit tracks. Shares closed at A$0.76 on 6 Nov 2026.

Performance Over six months the shares fell 56.9%, against -30.7% for the median peer and +4.1% for the Australia market (cap-weighted) — lowest of 21 in its peer set.

Valuation It trades at 1.11× book value against a peer median of 1.54× (7th cheapest of 21).

Price implies The share price implies a return on equity of about 16.0%; Deep Yellow delivers 2.1%, so the price asks more than the business earns today.

Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 69DYL.AX 44
Six months, rebased to 100: Deep Yellow against the median of its 20 peers (local-currency closes).

Deep Yellow financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$0A$0A$0A$15,949A$38,459
Revenue growth——-100%-59%—
Gross profit-A$814,273-A$814,273-A$746,420n/an/a
EBITDA-A$18.7M-A$18.3M-A$14.7M-A$11.9M-A$10.6M
Net incomeA$13.3MA$13.3MA$7.16M-A$10.6M-A$10.1M
Free cash flow-A$4.57M-A$4.57MA$3.68M-A$4.58M-A$7.26M
Capital expenditureA$17.8MA$17.8MA$31.4MA$17.1MA$27.9M
Total debtn/aA$3.23MA$3.27MA$3.57MA$3.83M

Quarterly statements and history in the cockpit →

Deep Yellow competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-30%-20%-10%0%600382CXO5009002066002593S20LIN301026LMCUGSMECORISO002225300936MOILLXFR3833BMN5726DYL.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Deep Yellow is the large dot.

Fundamentals: return on equity against price-to-book

-20%-10%0%10%10×20×30×600382CXO5009002066002593S20LIN301026LMCUGSMECORISO002225300936MOILLXFR99363833BMN5726DYL.AXReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Deep Yellow is the large dot.

Capital: ROE delivered against the ROE the price implies

-20%0%20%40%-20%0%20%40%600382CXO5009002066S20LIN301026ECORISO002225300936MOILLXFR9936BMNDYL.AXROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Deep Yellow is the large dot.

Deep Yellow competitors and peer comparison

How Deep Yellow compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Deep Yellow against its 20 peers (data as of 6 Nov 2026)
MeasureDYL.AXPeer medianRank in peer set
1-month return-28.4%-13.9%4th lowest of 21
6-month return-56.9%-30.7%lowest of 21
Return on equity2.1%2.6%11th highest of 21
Price / book1.11×1.54×7th cheapest of 21
Trailing P/E55.5×18.6×5th most expensive of 13
ROE the price implies16.0%11.8%9th most demanding of 21
ROE delivered2.1%3.9%10th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Deep Yellow DYL.AXAustralia$510M-57%n/a2%1.11×16.0%2.1%
Guangdong Mingzhu 600382.SSChina$512M-36%-6%1%1.15×7.3%1.3%
Core Lithium CXO.AXAustralia$516M-35%n/a-9%1.98×22.8%-8.5%
Gloria Material Technology 5009.TWOTaiwan$527M-15%+3%8%0.95×3.5%7.9%
Ruitai Materials Technology 002066.SZChina$489M-40%-1%-21%5.77×48.5%-21.1%
Xiamen Sunrise 002593.SZChina$485M-25%+5%6%1.29×8.4%6.2%
Straits Trading S20.SISingapore$541M-14%+30%-17%0.55×4.6%-16.6%
Lindian Resources LIN.AXAustralia$481M-50%n/a-21%2.83×13.0%-21.0%
Hootech 301026.SZChina$541M-27%+121%14%2.07×24.0%14.5%
Lumina Metals LMCU.TOCanada$544M-33%n/a-50%2.22×37.7%n/a
Ferroglobe GSMUnited States$477M-37%+4%4%0.61×7.8%3.9%
Ecora Royalties ECOR.LUnited Kingdom$475M-4%+168%11%0.97×10.7%11.0%
IsoEnergy ISO.TOCanada$549M-30%n/a-3%1.42×10.7%-2.7%
Puyang Refractories 002225.SZChina$550M-28%+2%1%0.91×8.0%0.9%
Changzhou Zhongying Science & Technology 300936.SZChina$556M-32%+15%1%3.69×33.2%0.6%
Moil MOIL.NSIndia$465M-32%+3%11%1.55×20.5%10.7%
Luxfer LXFRUnited States$463M+11%-9%4%2.09×18.6%4.2%
Ximei Resources 9936.HKHong Kong$461M-40%+52%16%1.52×6.5%16.0%
Xinjiang Xinxin Mining Industry 3833.HKHong Kong$457M-39%+20%7%0.55×8.2%6.7%
Bannerman Energy BMN.AXAustralia$578M-15%n/a-4%2.69×28.8%-3.6%
OSAKA Titanium Technologies 5726.TJapan$584M-18%-8%7%1.70×14.8%7.3%

Questions

Which companies are Deep Yellow's closest peers?
The cockpit's peer set: Guangdong Mingzhu (600382.SS), Core Lithium (CXO.AX), Gloria Material Technology (5009.TWO), Ruitai Materials Technology (002066.SZ), Xiamen Sunrise (002593.SZ), Straits Trading (S20.SI), Lindian Resources (LIN.AX), Hootech (301026.SZ).
Is Deep Yellow expensive compared with its peers?
On price / book it trades at 1.11× against a peer median of 1.54×, 7th cheapest of 21 in its peer set. The share price implies a return on equity of about 16.0%; Deep Yellow delivers 2.1%, so the price asks more than the business earns today.
How has Deep Yellow stock performed?
Over six months to 6 Nov 2026 the shares returned -56.9% against -30.7% for the median peer; over one year -54.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.