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BHIP.BA$349.00-2.24%
Fair $349.00+0.0%

BHIP.BA

Banco Hipotecario S.A.

Financial Services / Banks - RegionalBuenos Aires

$349.00

-8.00 (-2.24%)

Fairly Valued+0.0%Fair Value $349.00Fund rank 37/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 58.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

34/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 4.4%, below the 5% threshold
Thesis & Journal · BHIP.BALocal privado en este navegador · Banco Hipotecario S.A.
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

$523.5B

P/E

17.6x

↑

EV/EBITDA

N/A

•

ROE

4.4%

↓

Gross Margin

N/A

•

Debt/Equity

0.38

↑
52-Week Range$349
$180$605

TradingView lightweight chart

BHIP.BA price, volumen y niveles de valoración

Último $349.00Periodo +25098.6%
Fair value: $349.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+31.0%

FCF CAGR

+20.4%

FCF margin

33.9%

FCF / Net income

6.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $470.48B · net income $25.18B · FCF $159.28B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

5.4%-3.7% pts

FCF margin

33.9%-9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$470.48B$470.48B$977.00B$793.26B$209.33B
Net Income$25.18B$25.18B$106.02B$123.18B$18.86B
EPS17.0117.0171.7583.5112.80
Net Margin5.4%5.4%10.9%15.5%9.0%
Balance Sheet
Debt/Equity0.380.380.210.250.40
Cash Flow
Free Cash Flow$159.28B$159.28B$238.13B$142.89B$91.19B
Returns
ROE4.4%4.4%16.8%26.9%12.3%
Valuation
P/E17.5617.568.451.321.82
P/B0.900.901.420.360.22
Growth & Yield
Revenue Growth-51.8%-51.8%23.2%279.0%—
EPS Growth-76.3%-76.3%-14.1%552.5%—
Dividend Yield19.0%19.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

22.1%

exigente

EPS terminal req.

$30.97

Spread vs growth

-98.4%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$37.47

Spread vs growth

-93.4%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$60.35

Spread vs growth

-89.8%

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 -8.8%

Total return

-8.8%

Start / end P/E

6.7x → 20.5x

EPS bridge

71.75 → 17.01

Residual

-156.2%

EPS growth-76.3%
Multiple rerating+204.8%
Dividend+19.0%
Residual / FX / buybacks / cross-term-156.2%

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.