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HBESD.BO$74.40-1.46%
Fair $74.40+0.0%

HBESD.BO

HB Estate Developers Limited

Consumer Cyclical / LodgingBSE

$74.40

-1.10 (-1.46%)

Fairly Valued+0.0%Fair Value $74.40Fund rank 32/100 · Data gapFallback financials|
SA 36/D
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $399.2M · quality 53.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

36/100

D

Piotroski

8/9

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 · HBESD.BOLocal privado en este navegador · HB Estate Developers Limited
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

$1.7B

P/E

12.7x

↓

EV/EBITDA

9.5x

↑

ROE

6.2%

↑

Gross Margin

72.9%

↑

Debt/Equity

1.63

↑
52-Week Range$74
$57$111

TradingView lightweight chart

HBESD.BO price, volumen y niveles de valoración

Último $74.40Periodo +2056.5%
Fair value: $74.40

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

+32.9%

FCF CAGR

+162.7%

FCF margin

24.8%

FCF / Net income

2.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17B · net income $107.9M · FCF $290.7M

2022-FY → 2025-FY

Gross margin

72.9%-7.3% pts

Operating margin

30.3%+29.0% pts

Net margin

9.2%+40.6% pts

FCF margin

24.8%+21.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.17B$1.17B$1.09B$958.7M$498.7M
Net Income$107.9M$107.9M$38.9M$-116.3M$-156.7M
EBITDA$454.3M$454.3M$408.9M$324.7M$82.9M
EPS5.315.312.00-5.98-8.05
Gross Margin72.9%72.9%67.2%84.9%80.2%
Operating Margin30.3%30.3%28.7%26.0%1.3%
Net Margin9.2%9.2%3.6%-12.1%-31.4%
Balance Sheet
Debt/Equity1.631.631.721.551.53
Cash Flow
Free Cash Flow$290.7M$290.7M$456.0M$399.2M$16.0M
Returns
ROE6.2%6.2%2.6%-8.0%-9.9%
Valuation
P/E12.7012.7033.98——
EV/EBITDA9.489.489.348.8334.14
P/B0.870.870.890.450.29
Growth & Yield
Revenue Growth7.1%7.1%14.1%92.2%—
EPS Growth165.5%165.5%133.4%25.7%—

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

7.5%

razonable

EPS terminal req.

$6.60

Spread vs growth

158.0%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$7.99

Spread vs growth

157.0%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$12.86

Spread vs growth

156.2%

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 -20.3%

Total return

-20.3%

Start / end P/E

46.7x → 14.0x

EPS bridge

2.00 → 5.31

Residual

-115.8%

EPS growth+165.5%
Multiple rerating-70.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-115.8%

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.