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HMU.DE$43.00+0.94%
Fair $43.00+0.0%

HMU.DE

HMS Bergbau AG

Energy / Thermal CoalXETRA

$43.00

+0.40 (+0.94%)

Fairly Valued+0.0%Fair Value $43.00Fund rank 29/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.9M · quality 46.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

56/100

C

Piotroski

6/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · HMU.DELocal privado en este navegador · HMS Bergbau AG
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

$195M

P/E

34.7x

↑

EV/EBITDA

8.7x

↑

ROE

27.4%

↑

Gross Margin

2.8%

↓

Debt/Equity

0.54

↑
52-Week Range$43
$32$81

TradingView lightweight chart

HMU.DE price, volumen y niveles de valoración

Último $43.00Periodo +176.4%
Fair value: $43.00

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

+47.2%

FCF CAGR

-18.7%

FCF margin

0.6%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.36B · net income $13.3M · FCF $7.9M

2021-FY → 2024-FY

Gross margin

2.8%-0.5% pts

Operating margin

1.5%+0.3% pts

Net margin

1.0%+0.2% pts

FCF margin

0.6%-2.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.36B$1.36B$1.30B$971.9M$427.7M
Net Income$13.3M$13.3M$12.4M$10.5M$3.3M
EBITDA$21.2M$21.2M$16.4M$15.8M$6.1M
EPS2.892.892.742.290.72
Gross Margin2.8%2.8%2.7%2.8%3.3%
Operating Margin1.5%1.5%1.2%1.5%1.3%
Net Margin1.0%1.0%1.0%1.1%0.8%
Balance Sheet
Debt/Equity0.540.540.430.550.63
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$7.9M$7.9M$9.4M$-1.6M$14.7M
Returns
ROE27.4%27.4%32.5%35.5%17.6%
Valuation
P/E34.6834.688.189.2629.59
EV/EBITDA8.728.724.995.2313.53
P/B4.084.082.653.295.22
Growth & Yield
Revenue Growth5.2%5.2%33.4%127.2%—
EPS Growth5.5%5.5%19.7%219.7%—
Dividend Yield2.5%2.5%———

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

9.7%

razonable

EPS terminal req.

$3.82

Spread vs growth

-4.2%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$4.62

Spread vs growth

-4.3%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$7.44

Spread vs growth

-4.4%

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 +32.8%

Total return

+32.8%

Start / end P/E

12.0x → 14.9x

EPS bridge

2.74 → 2.89

Residual

+1.3%

EPS growth+5.5%
Multiple rerating+23.5%
Dividend+2.5%
Residual / FX / buybacks / cross-term+1.3%

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.