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v0.1
HAYPP.ST$147.20-1.21%
Fair $147.20+0.0%

HAYPP.ST

Haypp Group AB (publ)

Consumer Defensive / TobaccoStockholm

$147.20

-1.80 (-1.21%)

Fairly Valued+0.0%Fair Value $147.20Fund rank 31/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 $50.5M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

57/100

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: 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 · HAYPP.STLocal privado en este navegador · Haypp Group AB (publ)
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

$4.6B

P/E

283.1x

↑

EV/EBITDA

25.5x

↑

ROE

6.3%

↓

Gross Margin

19.5%

↓

Debt/Equity

0.28

↓
52-Week Range$147
$105$186

TradingView lightweight chart

HAYPP.ST price, volumen y niveles de valoración

Último $147.20Periodo +123.0%
Fair value: $147.20

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

+14.0%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.85B · net income $42.5M · FCF $50.5M

2022-FY → 2025-FY

Gross margin

19.5%+6.2% pts

Operating margin

1.5%+1.1% pts

Net margin

1.1%+0.3% pts

FCF margin

1.3%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.85B$3.85B$3.68B$3.17B$2.60B
Net Income$42.5M$42.5M$45.0M$5.0M$20.1M
EBITDA$186.0M$186.0M$186.4M$116.2M$108.6M
EPS1.361.361.460.170.68
Gross Margin19.5%19.5%15.9%13.5%13.3%
Operating Margin1.5%1.5%1.8%0.7%0.5%
Net Margin1.1%1.1%1.2%0.2%0.8%
Balance Sheet
Debt/Equity0.280.280.310.390.38
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$50.5M$50.5M$88.8M$20.0M$-79.3M
Returns
ROE6.3%6.3%6.9%0.8%3.4%
Valuation
P/E283.08283.0840.96277.6541.18
EV/EBITDA25.5125.5110.7914.019.54
P/B6.896.892.812.341.38
Growth & Yield
Revenue Growth4.6%4.6%16.2%21.8%—
EPS Growth-6.8%-6.8%758.8%-75.0%—

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

112.6%

muy exigente

EPS terminal req.

$13.06

Spread vs growth

-119.4%

5Y implied EPS CAGR

63.3%

muy exigente

EPS terminal req.

$15.80

Spread vs growth

-70.2%

10Y implied EPS CAGR

34.0%

muy exigente

EPS terminal req.

$25.45

Spread vs growth

-40.9%

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 +36.8%

Total return

+36.8%

Start / end P/E

73.7x → 108.2x

EPS bridge

1.46 → 1.36

Residual

-3.2%

EPS growth-6.8%
Multiple rerating+46.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.2%

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.