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HUW.L$222.50-0.67%
Fair $222.50+0.0%

HUW.L

Helios Underwriting plc

Financial Services / Insurance - DiversifiedLSE

$222.50

-1.50 (-0.67%)

Fairly Valued+0.0%Fair Value $222.50Fund rank 27/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
Declining Revenue

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 44.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

29/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · HUW.LLocal privado en este navegador · Helios Underwriting plc
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

$152M

P/E

7.9x

↓

EV/EBITDA

N/A

•

ROE

11.4%

↑

Gross Margin

N/A

•

Debt/Equity

0.30

↓
52-Week Range$223
$194$252

TradingView lightweight chart

HUW.L price, volumen y niveles de valoración

Último $222.50Periodo +125.0%
Fair value: $222.50

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

-38.8%

FCF CAGR

—

FCF margin

53.4%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.3M · net income $20.5M · FCF $18.3M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

59.9%+61.3% pts

FCF margin

53.4%+72.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.3M$34.3M$35.8M$214.7M$149.4M
Net Income$20.5M$20.5M$18.6M$16.4M$-2.1M
EPS——0.240.21-0.05
Net Margin59.9%59.9%51.9%7.6%-1.4%
Balance Sheet
Debt/Equity0.300.300.340.420.13
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$18.3M$18.3M$-3.7M$2.7M$-27.7M
Returns
ROE11.4%11.4%10.7%11.7%-1.8%
Valuation
P/E7.957.951085.71707.43—
P/B88.2988.29116.5082.6897.81
Growth & Yield
Revenue Growth-4.2%-4.2%-83.3%43.8%—
EPS Growth——17.5%528.1%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -1.8%

Total return

-1.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.24 → n/d

Residual

-4.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term-4.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.