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HSN.AX$4.74-0.21%
Fair $4.74+0.0%

HSN.AX

Hansen Technologies Limited

Technology / Software - ApplicationASX

$4.74

-0.01 (-0.21%)

Fairly Valued+0.0%Fair Value $4.74Fund rank 38/100 · Data gapFallback financials|
SA 57/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $49.0M · quality 79.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

57/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · HSN.AXLocal privado en este navegador · Hansen Technologies 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

$969M

P/E

14.8x

↓

EV/EBITDA

9.2x

↓

ROE

11.4%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.22

↑
52-Week Range$5
$4$7

TradingView lightweight chart

HSN.AX price, volumen y niveles de valoración

Último $4.740Periodo +387.3%
Fair value: $4.740

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

+9.8%

FCF CAGR

-11.1%

FCF margin

12.5%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $392.5M · net income $43.3M · FCF $49.0M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

12.1%-7.2% pts

Net margin

11.0%-3.1% pts

FCF margin

12.5%-11.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$392.5M$392.5M$353.1M$311.8M$296.5M
Net Income$43.3M$43.3M$21.1M$42.8M$41.9M
EBITDA$110.1M$110.1M$83.9M$102.7M$96.8M
EPS0.210.210.100.210.21
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin12.1%12.1%9.6%17.0%19.2%
Net Margin11.0%11.0%6.0%13.7%14.1%
Balance Sheet
Debt/Equity0.220.220.270.200.33
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$49.0M$49.0M$38.6M$52.9M$69.6M
Returns
ROE11.4%11.4%6.2%12.6%13.4%
Valuation
P/E14.8114.8143.4024.0925.44
EV/EBITDA9.209.2011.4110.1811.46
P/B2.572.572.713.043.41
Growth & Yield
Revenue Growth11.2%11.2%13.3%5.1%—
EPS Growth103.9%103.9%-50.5%1.0%—
Dividend Yield2.1%2.1%———

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

26.1%

muy exigente

EPS terminal req.

$0.42

Spread vs growth

77.8%

5Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$0.51

Spread vs growth

84.5%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$0.82

Spread vs growth

89.3%

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 -5.5%

Total return

-5.5%

Start / end P/E

49.8x → 22.6x

EPS bridge

0.10 → 0.21

Residual

-56.8%

EPS growth+103.9%
Multiple rerating-54.7%
Dividend+2.1%
Residual / FX / buybacks / cross-term-56.8%

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.