StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
HLG.NZ$9.90-0.50%
Fair $9.90+0.0%

HLG.NZ

Hallenstein Glasson Holdings Limited

Consumer Cyclical / Apparel RetailNZSE

$9.90

-0.05 (-0.50%)

Fairly Valued+0.0%Fair Value $9.90Fund rank 37/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $53.2M · quality 75.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

58/100

C

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: 0unknown: 4
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 · HLG.NZLocal privado en este navegador · Hallenstein Glasson Holdings 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

$591M

P/E

12.7x

↓

EV/EBITDA

11.6x

↑

ROE

33.4%

↑

Gross Margin

59.4%

↑

Debt/Equity

0.77

↑
52-Week Range$10
$8$11

TradingView lightweight chart

HLG.NZ price, volumen y niveles de valoración

Último $9.900Periodo +312.5%
Fair value: $9.900

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

+7.5%

FCF CAGR

+9.0%

FCF margin

15.9%

FCF / Net income

2.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $435.6M · net income $34.5M · FCF $69.4M

2021-FY → 2024-FY

Gross margin

59.4%+2.0% pts

Operating margin

3.5%-0.3% pts

Net margin

7.9%-1.6% pts

FCF margin

15.9%+0.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$435.6M$435.6M$409.7M$351.2M$350.8M
Net Income$34.5M$34.5M$32.0M$25.6M$33.3M
EBITDA$53.9M$53.9M$47.6M$36.6M$48.8M
EPS0.580.580.540.43—
Gross Margin59.4%59.4%57.3%57.6%57.4%
Operating Margin3.5%3.5%2.3%0.7%3.9%
Net Margin7.9%7.9%7.8%7.3%9.5%
Balance Sheet
Debt/Equity0.770.770.790.860.86
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$69.4M$69.4M$53.2M$44.2M$53.5M
Returns
ROE33.4%33.4%33.2%28.3%37.4%
Valuation
P/E12.6912.6911.4912.72—
EV/EBITDA11.5611.568.6510.059.50
P/B5.725.723.813.604.78
Growth & Yield
Revenue Growth6.3%6.3%16.7%0.1%—
EPS Growth7.9%7.9%24.9%——
Dividend Yield5.8%5.8%———

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

15.0%

razonable

EPS terminal req.

$0.88

Spread vs growth

-7.1%

5Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$1.06

Spread vs growth

-5.1%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$1.71

Spread vs growth

-3.6%

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 +33.2%

Total return

+33.2%

Start / end P/E

14.5x → 17.1x

EPS bridge

0.54 → 0.58

Residual

+1.4%

EPS growth+7.9%
Multiple rerating+18.1%
Dividend+5.8%
Residual / FX / buybacks / cross-term+1.4%

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.