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v0.1
HDSN$5.24-1.50%
Fair $5.24+0.0%

HDSN

Hudson Technologies, Inc.

Basic Materials / Specialty ChemicalsNasdaqCM

$5.24

-0.08 (-1.50%)

Fairly Valued+0.0%Fair Value $5.24Fund rank 29/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
Margin Compression

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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $55.0M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

40/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 1unknown: 16
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · HDSNLocal privado en este navegador · Hudson Technologies, Inc.
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

$220M

P/E

16.4x

↓

EV/EBITDA

8.2x

↓

ROE

6.8%

↑

Gross Margin

25.2%

↑

Debt/Equity

0.02

↓
52-Week Range$5
$5$11

TradingView lightweight chart

HDSN price, volumen y niveles de valoración

Último $5.240Periodo +162.0%
Fair value: $5.240

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+13.4%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $246.6M · net income $16.7M · FCF $-8.2M

2010-FY → 2025-FY

Gross margin

25.2%+3.6% pts

Operating margin

7.5%+1.8% pts

Net margin

6.8%+4.9% pts

FCF margin

-3.3%-10.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$246.6M$246.6M$237.1M$289.0M$325.2M$192.7M$147.6M$162.1M$166.5M$140.4M$105.5M$79.7M$55.8M$58.6M$56.4M$44.3M$37.3M
Net Income$16.7M$16.7M$24.4M$52.2M$103.8M$32.3M$-5.2M$-25.9M$-55.7M$11.2M$10.6M$4.8M$-720000.00$-5.8M$12.8M$1.0M$701000.00
EBITDA$24.6M$24.6M$35.7M$84.0M$137.5M$45.7M$9.1M$-11.6M$-38.5M$17.4M$20.7M$9.7M$-6000.00$-7.7M$15.4M$3.0M$2.7M
EPS0.370.370.521.102.200.69-0.12-0.61-1.310.260.300.14-0.02-0.240.490.040.03
Gross Margin25.2%25.2%27.7%38.6%50.1%37.2%24.0%10.6%-4.4%27.1%29.5%23.2%11.5%-1.2%39.9%19.6%21.5%
Operating Margin7.5%7.5%12.4%27.0%40.4%21.9%4.0%-9.7%-25.6%10.8%18.0%10.3%-1.8%-14.5%26.4%5.7%5.8%
Net Margin6.8%6.8%10.3%18.1%31.9%16.7%-3.5%-16.0%-33.4%7.9%10.1%6.0%-1.3%-10.0%22.7%2.3%1.9%
Balance Sheet
Debt/Equity0.020.020.030.030.291.031.921.821.420.820.000.090.100.170.150.010.06
Current Ratio3.383.38———————————————
Cash Flow
Free Cash Flow$-8.2M$-8.2M$86.5M$55.0M$59.2M$-3.1M$10.2M$32.8M$35.2M$17.3M$7.6M$-11.4M—$-7.0M$-10.5M$-290000.00$2.5M
Returns
ROE6.8%6.8%9.9%22.8%59.4%45.5%-12.8%-57.5%-80.4%9.0%9.5%9.6%-1.6%-20.8%39.2%5.4%3.9%
Valuation
P/E16.3816.3811.2512.244.67————————————
EV/EBITDA8.248.245.947.523.85————————————
P/B0.970.971.122.792.77————————————
Growth & Yield
Revenue Growth4.0%4.0%-18.0%-11.1%—30.6%-8.9%-2.7%18.6%33.1%32.3%42.8%-4.8%3.9%27.4%18.9%—
EPS Growth-28.8%-28.8%-52.7%-50.0%—675.0%80.3%53.4%-603.8%-13.3%114.3%800.0%91.7%-149.0%1125.0%33.3%—

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

7.9%

razonable

EPS terminal req.

$0.46

Spread vs growth

-36.8%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$0.56

Spread vs growth

-37.6%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$0.91

Spread vs growth

-38.2%

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 -26.7%

Total return

-26.7%

Start / end P/E

13.8x → 14.2x

EPS bridge

0.52 → 0.37

Residual

-0.9%

EPS growth-28.8%
Multiple rerating+3.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.9%

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.