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HAV.OL$16.00-0.62%
Fair $16.00+0.0%

HAV.OL

HAV Group ASA

Industrials / Marine ShippingOslo

$16.00

-0.10 (-0.62%)

Fairly Valued+0.0%Fair Value $16.00Fund rank 30/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9
Low Profitability

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-31.9M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

53/100

C

Piotroski

5/9

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); composite fair value and forward targets are disabled until manually verified. ROE is 1.5%, below the 5% threshold
Thesis & Journal · HAV.OLLocal privado en este navegador · HAV Group 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

$560M

P/E

400.0x

↑

EV/EBITDA

14.1x

↑

ROE

1.5%

↓

Gross Margin

15.8%

↓

Debt/Equity

0.00

↓
52-Week Range$16
$5$18

TradingView lightweight chart

HAV.OL price, volumen y niveles de valoración

Último $16.00Periodo +3.9%
Fair value: $16.00

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

+8.9%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-29.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $803.0M · net income $1.4M · FCF $-40.4M

2022-FY → 2025-FY

Gross margin

15.8%+1.8% pts

Operating margin

0.2%-0.1% pts

Net margin

0.2%+0.2% pts

FCF margin

-5.0%+9.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$803.0M$803.0M$759.0M$617.1M$621.8M
Net Income$1.4M$1.4M$-30.8M$-4.3M$-476000.00
EBITDA$26.2M$26.2M$-17.4M$14.0M$25.5M
EPS0.040.04-0.88-0.14-0.01
Gross Margin15.8%15.8%8.2%13.8%14.0%
Operating Margin0.2%0.2%-6.8%-1.3%0.3%
Net Margin0.2%0.2%-4.1%-0.7%-0.1%
Balance Sheet
Debt/Equity0.000.000.120.300.42
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-40.4M$-40.4M$88.3M$-31.9M$-87.1M
Returns
ROE1.5%1.5%-35.5%-4.9%-0.4%
Valuation
P/E400.00400.00———
EV/EBITDA14.0614.06—13.364.79
P/B6.356.352.573.422.67
Growth & Yield
Revenue Growth5.8%5.8%23.0%-0.8%—
EPS Growth104.4%104.4%-544.1%-856.7%—

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

232.3%

muy exigente

EPS terminal req.

$1.42

Spread vs growth

-127.9%

5Y implied EPS CAGR

113.5%

muy exigente

EPS terminal req.

$1.72

Spread vs growth

-9.1%

10Y implied EPS CAGR

53.3%

muy exigente

EPS terminal req.

$2.77

Spread vs growth

51.1%

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 +119.2%

Total return

+119.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.88 → 0.04

Residual

+119.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+119.2%

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.