DataDot Technology Limited (DDT.AX)

DataDot Technology Limited (DDT.AX) — VMCI valuation read

Headline read on DDT.AX: VMCI of 50/100 versus a Industrials sector median of 50. The 0-point below-median position is what makes DataDot Technology Limited a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on DDT.AX: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on DDT.AX: value (DDT.AX trades at 19.0x earnings, 6% above the Industrials median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of 2.9x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.

DDT.AX rose 0.2% over the trailing 7 days, with a -22.1% read on a 30-day basis.