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HCI.JO$17566.00-0.28%
Fair $17566.00+0.0%

HCI.JO

Hosken Consolidated Investments Limited

Industrials / ConglomeratesJohannesburg

$17566.00

-50.00 (-0.28%)

Fairly Valued+0.0%Fair Value $17566.00Fund rank 33/100 · Data gapFallback financials|
SA 56/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

56/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: yahooPeriods: 5Warnings: 0yahoo: 5
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 · HCI.JOLocal privado en este navegador · Hosken Consolidated Investments 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

$13.2B

P/E

5.5x

↓

EV/EBITDA

204.6x

↑

ROE

10.0%

↑

Gross Margin

N/A

•

Debt/Equity

0.52

↑
52-Week Range$17566
$11554$18206

TradingView lightweight chart

HCI.JO price, volumen y niveles de valoración

Último $17,500Periodo +3541.5%
Fair value: $17,566

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2026 · 4 años de histórico normalizado

Revenue CAGR

+6.1%

FCF CAGR

-4.6%

FCF margin

7.2%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.17B · net income $2.54B · FCF $1.75B

2022-FY → 2026-FY

Gross margin

—— pts

Operating margin

17.7%-2.4% pts

Net margin

10.5%-0.4% pts

FCF margin

7.2%-3.9% pts
MetricTTM
2026
2025
2024
2023
2022
Income Statement
Revenue$24.17B$24.17B$23.44B$23.73B$22.90B$19.06B
Net Income$2.54B$2.54B$6.72B$651.9M$3.21B$2.08B
EBITDA$6.87B$6.87B$10.09B$3.64B$8.91B$6.25B
EPS31.9531.9581.727.8938.9725.68
Operating Margin17.7%17.7%17.5%20.3%19.6%20.2%
Net Margin10.5%10.5%28.7%2.7%14.0%10.9%
Balance Sheet
Debt/Equity0.520.520.580.790.831.14
Current Ratio1.701.70————
Cash Flow
Free Cash Flow$1.75B$1.75B$178.2M$1.54B$1.73B$2.11B
Returns
ROE10.0%10.0%27.5%3.4%17.7%14.5%
Valuation
P/E5.505.50151.742153.91489.37476.32
EV/EBITDA204.63204.63102.20388.93177.55160.72
P/B55.1355.1341.7873.8786.3869.14
Growth & Yield
Revenue Growth3.1%3.1%-1.2%3.6%——
EPS Growth-60.9%-60.9%935.3%-79.7%——
Dividend Yield1.1%1.1%————

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

265.4%

muy exigente

EPS terminal req.

$1558.69

Spread vs growth

-326.3%

5Y implied EPS CAGR

126.0%

muy exigente

EPS terminal req.

$1886.01

Spread vs growth

-186.9%

10Y implied EPS CAGR

57.7%

muy exigente

EPS terminal req.

$3037.45

Spread vs growth

-118.6%

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 +30.4%

Total return

+30.4%

Start / end P/E

165.6x → 547.7x

EPS bridge

81.72 → 31.95

Residual

-140.4%

EPS growth-60.9%
Multiple rerating+230.6%
Dividend+1.1%
Residual / FX / buybacks / cross-term-140.4%

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.