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v0.1
HGM.BO$58.35-5.50%
Fair $58.35+0.0%

HGM.BO

Handson Global Management (HGM) Limited

Technology / Information Technology ServicesBSE

$58.35

-3.38 (-5.50%)

Fairly Valued+0.0%Fair Value $58.35Fund rank 25/100 · Data gapFallback financials|
SA 63/B
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-12.8M · quality 44.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

63/100

B

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · HGM.BOLocal privado en este navegador · Handson Global Management (HGM) 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

$735M

P/E

171.6x

↑

EV/EBITDA

11.5x

↓

ROE

17.5%

↑

Gross Margin

34.4%

↑

Debt/Equity

0.06

↓
52-Week Range$58
$42$85

TradingView lightweight chart

HGM.BO price, volumen y niveles de valoración

Último $58.12Periodo -67.7%
Fair value: $58.35

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

+30.7%

FCF CAGR

—

FCF margin

-5.7%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $224.7M · net income $42.2M · FCF $-12.8M

2022-FY → 2025-FY

Gross margin

34.4%-9.3% pts

Operating margin

11.9%-3.9% pts

Net margin

18.8%-2.6% pts

FCF margin

-5.7%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$224.7M$224.7M$161.2M$120.6M$100.6M
Net Income$42.2M$42.2M$26.9M$45.7M$21.5M
EBITDA$61.6M$61.6M$46.0M$64.2M$40.5M
EPS3.353.352.133.631.71
Gross Margin34.4%34.4%34.5%39.3%43.6%
Operating Margin11.9%11.9%12.8%14.3%15.8%
Net Margin18.8%18.8%16.7%37.9%21.4%
Balance Sheet
Debt/Equity0.060.060.050.060.10
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$-12.8M$-12.8M$-34.2M$15.4M$-1.1M
Returns
ROE17.5%17.5%11.8%20.2%7.2%
Valuation
P/E171.62171.6236.5210.8331.81
EV/EBITDA11.5011.5020.557.1817.34
P/B3.053.054.292.192.29
Growth & Yield
Revenue Growth39.4%39.4%33.7%19.9%—
EPS Growth57.3%57.3%-41.3%112.3%—

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

15.6%

exigente

EPS terminal req.

$5.18

Spread vs growth

41.7%

5Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$6.26

Spread vs growth

43.9%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$10.09

Spread vs growth

45.6%

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 -3.2%

Total return

-3.2%

Start / end P/E

28.2x → 17.3x

EPS bridge

2.13 → 3.35

Residual

-22.0%

EPS growth+57.3%
Multiple rerating-38.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-22.0%

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.