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HZN.AX$0.23+0.00%
Fair $0.23+0.0%

HZN.AX

Horizon Oil Limited

Energy / Oil & Gas E&PASX

$0.23

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.23Fund rank 37/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
Declining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $41.0M · quality 74.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

38/100

D

Piotroski

2/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · HZN.AXLocal privado en este navegador · Horizon Oil 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

$366M

P/E

22.5x

↑

EV/EBITDA

15.4x

↑

ROE

18.8%

↑

Gross Margin

26.3%

↑

Debt/Equity

0.39

↑
52-Week Range$0
$0$0

TradingView lightweight chart

HZN.AX price, volumen y niveles de valoración

Último $0.225Periodo +53.3%
Fair value: $0.225

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

-2.6%

FCF CAGR

-23.4%

FCF margin

20.0%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $104.1M · net income $12.2M · FCF $20.9M

2022-FY → 2025-FY

Gross margin

26.3%-22.8% pts

Operating margin

19.9%-23.5% pts

Net margin

11.8%-9.8% pts

FCF margin

20.0%-21.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$104.1M$104.1M$111.6M$150.6M$112.6M
Net Income$12.2M$12.2M$25.9M$43.9M$24.3M
EBITDA$22.8M$22.8M$42.3M$61.0M$45.2M
EPS0.010.010.020.030.01
Gross Margin26.3%26.3%49.5%46.1%49.1%
Operating Margin19.9%19.9%44.3%39.2%43.3%
Net Margin11.8%11.8%23.2%29.1%21.6%
Balance Sheet
Debt/Equity0.390.390.310.080.02
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$20.9M$20.9M$54.5M$41.0M$46.5M
Returns
ROE18.8%18.8%31.1%45.8%24.5%
Valuation
P/E22.5022.5012.035.268.78
EV/EBITDA15.4115.416.733.203.81
P/B5.605.603.742.412.15
Growth & Yield
Revenue Growth-6.7%-6.7%-25.9%33.7%—
EPS Growth-52.5%-52.5%-40.6%79.7%—
Dividend Yield13.3%13.3%———

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

38.6%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

-91.1%

5Y implied EPS CAGR

26.4%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

-78.9%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$0.04

Spread vs growth

-70.4%

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 +45.7%

Total return

+45.7%

Start / end P/E

10.8x → 30.0x

EPS bridge

0.02 → 0.01

Residual

-93.9%

EPS growth-52.5%
Multiple rerating+178.8%
Dividend+13.3%
Residual / FX / buybacks / cross-term-93.9%

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.