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HMC.AX$2.93-2.01%
Fair $2.93+0.0%

HMC.AX

HMC Capital Limited

Real Estate / REIT - DiversifiedASX

$2.93

-0.06 (-2.01%)

Fairly Valued+0.0%Fair Value $2.93Fund rank 26/100 · Data gapFallback financials|
SA 66/B
F-Score: 5/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 29.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

66/100

B

Piotroski

5/9

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 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.
Thesis & Journal · HMC.AXLocal privado en este navegador · HMC Capital 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

$1.2B

P/E

8.0x

↓

EV/EBITDA

4.0x

↓

ROE

8.9%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.08

↓
52-Week Range$3
$2$5

TradingView lightweight chart

HMC.AX price, volumen y niveles de valoración

Último $2.930Periodo -63.6%
Fair value: $2.930

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

+43.9%

FCF CAGR

—

FCF margin

-6.8%

FCF / Net income

-0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $234.2M · net income $147.3M · FCF $-15.9M

2022-FY → 2025-FY

Gross margin

100.0%+18.3% pts

Operating margin

30.1%-24.1% pts

Net margin

62.9%-35.4% pts

FCF margin

-6.8%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$234.2M$234.2M$81.1M$68.7M$78.6M
Net Income$147.3M$147.3M$66.0M$57.1M$77.2M
EBITDA$300.1M$300.1M$145.6M$94.4M$127.1M
EPS0.370.370.190.180.26
Gross Margin100.0%100.0%100.0%63.7%81.7%
Operating Margin30.1%30.1%24.4%23.5%54.3%
Net Margin62.9%62.9%81.4%83.1%98.3%
Balance Sheet
Debt/Equity0.080.080.170.090.01
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$-15.9M$-15.9M$25.5M$361000.00$-1.7M
Returns
ROE8.9%8.9%5.4%5.5%9.1%
Valuation
P/E8.038.0338.7126.4018.27
EV/EBITDA4.004.0017.6516.4210.69
P/B0.710.712.091.461.67
Growth & Yield
Revenue Growth188.8%188.8%18.0%-12.5%—
EPS Growth94.9%94.9%2.0%-29.8%—
Dividend Yield4.1%4.1%———

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

-10.7%

fácil

EPS terminal req.

$0.26

Spread vs growth

105.6%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$0.31

Spread vs growth

97.9%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$0.51

Spread vs growth

91.6%

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 -36.1%

Total return

-36.1%

Start / end P/E

26.2x → 8.0x

EPS bridge

0.19 → 0.37

Residual

-65.8%

EPS growth+94.9%
Multiple rerating-69.3%
Dividend+4.1%
Residual / FX / buybacks / cross-term-65.8%

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.