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HSHP.OL$139.20+1.02%
Fair $139.20+0.0%

HSHP.OL

Himalaya Shipping Ltd.

Industrials / Marine ShippingOslo

$139.20

+1.40 (+1.02%)

Fairly Valued+0.0%Fair Value $139.20Fund rank 16/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-257.2M · quality 13.7/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

31/100

D

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: 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. Debt-to-Equity ratio is 4.26, above the 2.0 threshold
Thesis & Journal · HSHP.OLLocal privado en este navegador · Himalaya Shipping Ltd.
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

$6.6B

P/E

23.9x

↑

EV/EBITDA

71.8x

↑

ROE

10.9%

↑

Gross Margin

55.4%

↑

Debt/Equity

4.26

↑
52-Week Range$139
$57$153

TradingView lightweight chart

HSHP.OL price, volumen y niveles de valoración

Último $139.20Periodo +184.1%
Fair value: $139.20

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

—

FCF CAGR

—

FCF margin

39.2%

FCF / Net income

2.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $131.9M · net income $17.7M · FCF $51.7M

2022-FY → 2025-FY

Gross margin

55.4%— pts

Operating margin

51.7%— pts

Net margin

13.4%— pts

FCF margin

39.2%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$131.9M$131.9M$123.6M$36.7M—
Net Income$17.7M$17.7M$21.1M$1.5M$-2.0M
EBITDA$98.3M$98.3M$94.2M$24.2M$-2.0M
EPS0.380.380.480.04-0.06
Gross Margin55.4%55.4%58.0%50.1%—
Operating Margin51.7%51.7%54.0%39.8%—
Net Margin13.4%13.4%17.1%4.1%—
Balance Sheet
Debt/Equity4.264.264.612.850.75
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$51.7M$51.7M$-257.2M$-406.6M$-79.6M
Returns
ROE10.9%10.9%13.6%1.0%-2.2%
Valuation
P/E23.8823.88118.961810.00—
EV/EBITDA71.8471.8433.99132.72—
P/B39.6139.6116.2118.1417.66
Growth & Yield
Revenue Growth6.7%6.7%236.8%——
EPS Growth-20.8%-20.8%1100.0%166.7%—
Dividend Yield6.8%6.8%———

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

219.1%

muy exigente

EPS terminal req.

$12.35

Spread vs growth

-240.0%

5Y implied EPS CAGR

108.4%

muy exigente

EPS terminal req.

$14.95

Spread vs growth

-129.3%

10Y implied EPS CAGR

51.4%

muy exigente

EPS terminal req.

$24.07

Spread vs growth

-72.2%

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 +147.6%

Total return

+147.6%

Start / end P/E

120.4x → 366.3x

EPS bridge

0.48 → 0.38

Residual

-42.5%

EPS growth-20.8%
Multiple rerating+204.2%
Dividend+6.8%
Residual / FX / buybacks / cross-term-42.5%

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.