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IHP.L$354.00+4.89%
Fair $354.00+0.0%

IHP.L

IntegraFin Holdings plc

Financial Services / Asset ManagementLSE

$354.00

+16.50 (+4.89%)

Fairly Valued+0.0%Fair Value $354.00Fund rank 37/100 · Data gapFallback financials|
SA 59/C
F-Score: 3/9

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 100.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

59/100

C

Piotroski

3/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · IHP.LLocal privado en este navegador · IntegraFin Holdings 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

$1.2B

P/E

18.6x

↑

EV/EBITDA

1075.9x

↑

ROE

22.8%

↑

Gross Margin

97.8%

↑

Debt/Equity

0.06

↓
52-Week Range$354
$282$398

TradingView lightweight chart

IHP.L price, volumen y niveles de valoración

Último $354.00Periodo +39.6%
Fair value: $354.00

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

+5.5%

FCF CAGR

+11.3%

FCF margin

207.6%

FCF / Net income

6.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $156.8M · net income $51.3M · FCF $325.5M

2022-FY → 2025-FY

Gross margin

97.8%-0.6% pts

Operating margin

66.3%+46.4% pts

Net margin

32.7%-0.2% pts

FCF margin

207.6%+30.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$156.8M$156.8M$144.9M$134.9M$133.6M
Net Income$51.3M$51.3M$52.1M$49.9M$44.0M
EBITDA$108.9M$108.9M$110.1M$77.3M$19.7M
EPS0.150.150.160.150.13
Gross Margin97.8%97.8%97.9%97.1%98.4%
Operating Margin66.3%66.3%68.3%51.0%19.9%
Net Margin32.7%32.7%36.0%37.0%32.9%
Balance Sheet
Debt/Equity0.060.060.010.010.02
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$325.5M$325.5M$276.3M$6.5M$236.4M
Returns
ROE22.8%22.8%25.0%26.3%25.4%
Valuation
P/E18.6318.632264.331524.501688.72
EV/EBITDA1075.911075.911067.96984.483768.49
P/B521.48521.48565.42401.61429.62
Growth & Yield
Revenue Growth8.2%8.2%7.4%1.0%—
EPS Growth-1.3%-1.3%4.0%13.5%—
Dividend Yield3.5%3.5%———

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

487.4%

muy exigente

EPS terminal req.

$31.41

Spread vs growth

-488.7%

5Y implied EPS CAGR

200.5%

muy exigente

EPS terminal req.

$38.01

Spread vs growth

-201.8%

10Y implied EPS CAGR

81.8%

muy exigente

EPS terminal req.

$61.21

Spread vs growth

-83.1%

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 +13.4%

Total return

+13.4%

Start / end P/E

2051.0x → 2283.9x

EPS bridge

0.16 → 0.15

Residual

-0.1%

EPS growth-1.3%
Multiple rerating+11.4%
Dividend+3.5%
Residual / FX / buybacks / cross-term-0.1%

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.