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HAW.DE$20.10+0.50%
Fair $20.10+0.0%

HAW.DE

Hawesko Holding SE

Consumer Defensive / Beverages - Wineries & DistilleriesXETRA

$20.10

+0.10 (+0.50%)

Fairly Valued+0.0%Fair Value $20.10Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 5/9
Declining Revenue

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 25%

FCF escenarios

weak_data · normalized FCF $39.8M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

27/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · HAW.DELocal privado en este navegador · Hawesko Holding SE
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

$181M

P/E

17.0x

↑

EV/EBITDA

6.4x

↓

ROE

8.7%

↑

Gross Margin

43.9%

↑

Debt/Equity

1.34

↑
52-Week Range$20
$19$29

TradingView lightweight chart

HAW.DE price, volumen y niveles de valoración

Último $20.10Periodo +26.7%
Fair value: $20.10

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

-2.5%

FCF CAGR

+24.2%

FCF margin

6.4%

FCF / Net income

3.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $621.5M · net income $10.6M · FCF $39.8M

2022-FY → 2025-FY

Gross margin

43.9%+0.2% pts

Operating margin

1.9%-2.6% pts

Net margin

1.7%-2.1% pts

FCF margin

6.4%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$621.5M$621.5M$639.5M$651.6M$671.5M
Net Income$10.6M$10.6M$12.4M$8.1M$25.6M
EBITDA$50.2M$50.2M$57.7M$54.9M$66.5M
EPS——1.380.902.85
Gross Margin43.9%43.9%44.6%43.8%43.8%
Operating Margin1.9%1.9%3.0%1.9%4.6%
Net Margin1.7%1.7%1.9%1.2%3.8%
Balance Sheet
Debt/Equity1.341.341.431.521.19
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$39.8M$39.8M$53.2M$2.1M$20.8M
Returns
ROE8.7%8.7%10.2%6.7%19.5%
Valuation
P/E17.0317.0318.1235.5614.00
EV/EBITDA6.406.406.518.327.28
P/B1.481.481.842.352.73
Growth & Yield
Revenue Growth-2.8%-2.8%-1.9%-3.0%—
EPS Growth——53.3%-68.4%—
Dividend Yield5.0%5.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -17.7%

Total return

-17.7%

Start / end P/E

n/dx → n/dx

EPS bridge

1.38 → n/d

Residual

-22.7%

EPS growthn/d
Multiple reratingn/d
Dividend+5.0%
Residual / FX / buybacks / cross-term-22.7%

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.