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BONHR.OL$251.50+0.40%
Fair $251.50+0.0%

BONHR.OL

Bonheur ASA

Industrials / ConglomeratesOslo

$251.50

+1.00 (+0.40%)

Fairly Valued+0.0%Fair Value $251.50Fund rank 33/100 · 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 61.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · BONHR.OLLocal privado en este navegador · Bonheur ASA
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

$10.7B

P/E

6.9x

↓

EV/EBITDA

3.3x

↓

ROE

16.1%

↑

Gross Margin

90.5%

↑

Debt/Equity

0.97

↑
52-Week Range$252
$209$280

TradingView lightweight chart

BONHR.OL price, volumen y niveles de valoración

Último $253.00Periodo +393.7%
Fair value: $251.50

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

+3.0%

FCF CAGR

-88.2%

FCF margin

0.0%

FCF / Net income

0.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.48B · net income $1.42B · FCF $2.4M

2022-FY → 2025-FY

Gross margin

90.5%-1.1% pts

Operating margin

19.7%-4.5% pts

Net margin

11.4%+7.9% pts

FCF margin

0.0%-13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.48B$12.48B$13.99B$12.23B$11.43B
Net Income$1.42B$1.42B$1.14B$1.04B$397.3M
EBITDA$4.07B$4.07B$3.87B$3.70B$3.99B
EPS33.4033.4026.8024.409.30
Gross Margin90.5%90.5%93.0%91.6%91.6%
Operating Margin19.7%19.7%17.2%19.6%24.2%
Net Margin11.4%11.4%8.2%8.5%3.5%
Balance Sheet
Debt/Equity0.970.971.281.511.78
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$2.4M$2.4M$2.10B$1.47B$1.49B
Returns
ROE16.1%16.1%14.7%15.5%6.9%
Valuation
P/E6.876.879.7210.2029.46
EV/EBITDA3.343.343.904.294.26
P/B1.211.211.431.592.04
Growth & Yield
Revenue Growth-10.8%-10.8%14.4%7.0%—
EPS Growth24.6%24.6%9.8%162.4%—
Dividend Yield2.9%2.9%———

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

-12.6%

fácil

EPS terminal req.

$22.32

Spread vs growth

37.2%

5Y implied EPS CAGR

-4.2%

fácil

EPS terminal req.

$27.00

Spread vs growth

28.8%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$43.49

Spread vs growth

22.0%

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 +10.5%

Total return

+10.5%

Start / end P/E

8.8x → 7.6x

EPS bridge

26.80 → 33.40

Residual

-3.4%

EPS growth+24.6%
Multiple rerating-13.6%
Dividend+2.9%
Residual / FX / buybacks / cross-term-3.4%

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.