StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
HEL.WA$54.00+1.89%
Fair $54.00+0.0%

HEL.WA

Helio S.A.

Consumer Defensive / Packaged FoodsWarsaw

$54.00

+1.00 (+1.89%)

Fairly Valued+0.0%Fair Value $54.00Fund rank 23/100 · Data gapFallback financials|
SA 48/C
F-Score: 1/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $4.7M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

48/100

C

Piotroski

1/9

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 · HEL.WALocal privado en este navegador · Helio S.A.
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

$242M

P/E

11.1x

↓

EV/EBITDA

11.9x

↑

ROE

8.2%

↑

Gross Margin

22.3%

↓

Debt/Equity

0.37

↑
52-Week Range$54
$26$59

TradingView lightweight chart

HEL.WA price, volumen y niveles de valoración

Último $54.00Periodo +275.3%
Fair value: $54.00

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

+12.6%

FCF CAGR

—

FCF margin

-8.5%

FCF / Net income

-2.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $445.3M · net income $13.5M · FCF $-37.8M

2022-FY → 2025-FY

Gross margin

22.3%-0.1% pts

Operating margin

6.0%-1.3% pts

Net margin

3.0%-1.1% pts

FCF margin

-8.5%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$445.3M$445.3M$417.2M$369.2M$311.9M
Net Income$13.5M$13.5M$26.7M$13.8M$12.9M
EBITDA$27.4M$27.4M$40.8M$26.8M$22.1M
EPS2.712.715.352.762.58
Gross Margin22.3%22.3%25.1%21.5%22.4%
Operating Margin6.0%6.0%8.9%6.8%7.2%
Net Margin3.0%3.0%6.4%3.7%4.1%
Balance Sheet
Debt/Equity0.370.370.090.130.45
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$-37.8M$-37.8M$4.7M$37.7M$-30.6M
Returns
ROE8.2%8.2%17.7%11.1%11.7%
Valuation
P/E11.0711.074.674.785.39
EV/EBITDA11.9211.923.312.975.31
P/B1.641.640.830.530.63
Growth & Yield
Revenue Growth6.7%6.7%13.0%18.4%—
EPS Growth-49.3%-49.3%93.8%7.0%—
Dividend Yield3.9%3.9%———

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

20.9%

exigente

EPS terminal req.

$4.79

Spread vs growth

-70.3%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$5.80

Spread vs growth

-65.8%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$9.34

Spread vs growth

-62.5%

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 +111.6%

Total return

+111.6%

Start / end P/E

4.9x → 19.9x

EPS bridge

5.35 → 2.71

Residual

-153.0%

EPS growth-49.3%
Multiple rerating+310.0%
Dividend+3.9%
Residual / FX / buybacks / cross-term-153.0%

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.