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HEIMAR.IC$34.20-2.84%
Fair $34.20+0.0%

HEIMAR.IC

Heimar hf.

Real Estate / Real Estate ServicesIceland

$34.20

-1.00 (-2.84%)

Fairly Valued+0.0%Fair Value $34.20Fund rank 35/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
Margin Compression

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 36.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 94/100Data 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

7/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years
Thesis & Journal · HEIMAR.ICLocal privado en este navegador · Heimar hf.
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

$66.7B

P/E

12.5x

↑

EV/EBITDA

12.0x

↓

ROE

12.8%

↑

Gross Margin

87.0%

↑

Debt/Equity

1.87

↑
52-Week Range$34
$34$39

TradingView lightweight chart

HEIMAR.IC price, volumen y niveles de valoración

Último $34.20Periodo +317.1%
Fair value: $34.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+10.4%

FCF CAGR

+12.6%

FCF margin

39.2%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.84B · net income $8.23B · FCF $5.81B

2021-FY → 2024-FY

Gross margin

87.0%+2.6% pts

Operating margin

67.4%-1.6% pts

Net margin

55.5%-0.5% pts

FCF margin

39.2%+2.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$14.84B$14.84B$13.78B$12.20B$11.02B
Net Income$8.23B$8.23B$3.82B$2.91B$6.17B
EBITDA$14.76B$14.76B$9.03B$6.89B$11.10B
EPS4.564.562.111.613.39
Gross Margin87.0%87.0%86.2%85.6%84.4%
Operating Margin67.4%67.4%68.0%68.4%69.0%
Net Margin55.5%55.5%27.7%23.9%56.0%
Balance Sheet
Debt/Equity1.871.872.072.081.87
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$5.81B$5.81B$5.37B$4.87B$4.08B
Returns
ROE12.8%12.8%6.6%5.4%11.6%
Valuation
P/E12.4812.4812.5116.469.85
EV/EBITDA12.0312.0318.1823.0714.17
P/B0.940.940.830.891.15
Growth & Yield
Revenue Growth7.7%7.7%13.0%10.7%—
EPS Growth116.1%116.1%31.1%-52.5%—
Dividend Yield1.2%1.2%———

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

-12.7%

fácil

EPS terminal req.

$3.03

Spread vs growth

128.8%

5Y implied EPS CAGR

-4.2%

fácil

EPS terminal req.

$3.67

Spread vs growth

120.4%

10Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$5.91

Spread vs growth

113.5%

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 -8.8%

Total return

-8.8%

Start / end P/E

18.0x → 7.5x

EPS bridge

2.11 → 4.56

Residual

-67.8%

EPS growth+116.1%
Multiple rerating-58.4%
Dividend+1.2%
Residual / FX / buybacks / cross-term-67.8%

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.