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INH.DE$29.25-0.98%
Fair $29.25+0.0%

INH.DE

INDUS Holding AG

Industrials / ConglomeratesXETRA

$29.25

-0.30 (-0.98%)

Fairly Valued+0.0%Fair Value $29.25Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 8/9
Declining RevenueMargin Compression

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 $92.8M · quality 69.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

48/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · INH.DELocal privado en este navegador · INDUS Holding AG
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

$782M

P/E

11.1x

↓

EV/EBITDA

6.0x

↓

ROE

7.7%

↑

Gross Margin

55.8%

↑

Debt/Equity

0.98

↑
52-Week Range$29
$20$34

TradingView lightweight chart

INH.DE price, volumen y niveles de valoración

Último $30.20Periodo +13.1%
Fair value: $29.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+1.8%

FCF CAGR

-4.3%

FCF margin

5.4%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.72B · net income $53.7M · FCF $92.8M

2021-FY → 2024-FY

Gross margin

55.8%+0.6% pts

Operating margin

7.3%-2.7% pts

Net margin

3.1%+0.3% pts

FCF margin

5.4%-1.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.72B$1.72B$1.80B$1.80B$1.63B
Net Income$53.7M$53.7M$55.4M$-42.2M$46.8M
EBITDA$215.2M$215.2M$250.2M$216.4M$249.3M
EPS2.072.072.06-1.571.78
Gross Margin55.8%55.8%54.9%53.5%55.2%
Operating Margin7.3%7.3%9.2%9.5%10.0%
Net Margin3.1%3.1%3.1%-2.3%2.9%
Balance Sheet
Debt/Equity0.980.981.081.040.82
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$92.8M$92.8M$155.7M$61.8M$105.8M
Returns
ROE7.7%7.7%7.7%-6.1%6.0%
Valuation
P/E11.0811.0810.56—18.68
EV/EBITDA6.056.054.365.715.53
P/B1.091.090.810.931.11
Growth & Yield
Revenue Growth-4.5%-4.5%-0.1%10.4%—
EPS Growth0.5%0.5%231.2%-188.2%—
Dividend Yield4.3%4.3%———

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

7.8%

razonable

EPS terminal req.

$2.60

Spread vs growth

-7.3%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$3.14

Spread vs growth

-8.2%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$5.06

Spread vs growth

-8.9%

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 +48.1%

Total return

+48.1%

Start / end P/E

10.2x → 14.6x

EPS bridge

2.06 → 2.07

Residual

+0.2%

EPS growth+0.5%
Multiple rerating+43.1%
Dividend+4.3%
Residual / FX / buybacks / cross-term+0.2%

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.