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BEMHY.BO$87.67+4.52%
Fair $87.67+0.0%

BEMHY.BO

Bemco Hydraulics Limited

Industrials / Specialty Industrial MachineryBSE

$87.67

+3.79 (+4.52%)

Fairly Valued+0.0%Fair Value $87.67Fund rank 31/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $122.0M · quality 52.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

49/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · BEMHY.BOLocal privado en este navegador · Bemco Hydraulics Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$3.8B

P/E

25.8x

↑

EV/EBITDA

16.4x

↑

ROE

17.6%

↑

Gross Margin

57.0%

↑

Debt/Equity

0.21

↓
52-Week Range$88
$60$188

TradingView lightweight chart

BEMHY.BO price, volumen y niveles de valoración

Último $87.67Periodo +16599.0%
Fair value: $87.67

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+29.1%

FCF CAGR

—

FCF margin

15.0%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $971.4M · net income $148.7M · FCF $145.8M

2023-FY → 2026-FY

Gross margin

57.0%+9.8% pts

Operating margin

22.0%+8.6% pts

Net margin

15.3%+6.7% pts

FCF margin

15.0%+31.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$971.4M$971.4M$1.00B$810.9M$451.2M
Net Income$148.7M$148.7M$125.4M$79.4M$38.9M
EBITDA$242.8M$242.8M$213.1M$135.0M$64.6M
EPS——2.8736.3217.81
Gross Margin57.0%57.0%50.2%36.7%47.3%
Operating Margin22.0%22.0%18.8%15.6%13.4%
Net Margin15.3%15.3%12.5%9.8%8.6%
Balance Sheet
Debt/Equity0.210.210.230.340.24
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$145.8M$145.8M$122.0M$67.9M$-72.5M
Returns
ROE17.6%17.6%17.9%14.4%8.3%
Valuation
P/E25.7925.7929.331.411.30
EV/EBITDA16.4216.4217.7217.842.47
P/B4.544.545.244.080.11
Growth & Yield
Revenue Growth-3.0%-3.0%23.5%79.7%—
EPS Growth——-92.1%103.9%—
Dividend Yield0.1%0.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -20.6%

Total return

-20.6%

Start / end P/E

n/dx → n/dx

EPS bridge

2.87 → n/d

Residual

-20.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term-20.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.