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LHYFE.PA$2.30-0.22%
Fair $2.30+0.0%

LHYFE.PA

Lhyfe SA

Basic Materials / Specialty ChemicalsParis

$2.30

-0.01 (-0.22%)

Fairly Valued+0.0%Fair Value $2.30Fund rank 23/100 · Data gapFallback financials|
SA 14/F
F-Score: 2/9
High DebtLow Profitability

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-62.0M · quality 37.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

14/100

F

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: 2unknown: 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. Debt-to-Equity ratio is 5.57, above the 2.0 threshold ROE is -2.3%, below the 5% threshold
Thesis & Journal · LHYFE.PALocal privado en este navegador · Lhyfe SA
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

$111M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-234.2%

↓

Gross Margin

77.3%

↑

Debt/Equity

5.57

↑
52-Week Range$2
$2$4

TradingView lightweight chart

LHYFE.PA price, volumen y niveles de valoración

Último $2.300Periodo -73.6%
Fair value: $2.300

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

+157.8%

FCF CAGR

—

FCF margin

-482.3%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.8M · net income $-50.9M · FCF $-47.1M

2022-FY → 2025-FY

Gross margin

77.3%+46.4% pts

Operating margin

-353.3%+2820.2% pts

Net margin

-520.7%+4009.0% pts

FCF margin

-482.3%+4178.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.8M$9.8M$5.1M$1.3M$570000.00
Net Income$-50.9M$-50.9M$-29.1M$-33.5M$-25.8M
EBITDA$-38.6M$-38.6M$-22.0M$-28.6M$-18.0M
EPS——-0.61-0.70-0.70
Gross Margin77.3%77.3%82.5%51.0%30.9%
Operating Margin-353.3%-353.3%-546.5%-2571.4%-3173.5%
Net Margin-520.7%-520.7%-570.5%-2542.7%-4529.6%
Balance Sheet
Debt/Equity5.575.571.120.520.17
Current Ratio1.641.64———
Cash Flow
Free Cash Flow$-47.1M$-47.1M$-62.0M$-63.0M$-26.6M
Returns
ROE-234.2%-234.2%-40.5%-32.7%-19.3%
Valuation
P/B5.095.091.992.352.45
Growth & Yield
Revenue Growth91.6%91.6%287.2%131.1%—
EPS Growth——12.9%0.0%—

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 -28.1%

Total return

-28.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.61 → n/d

Residual

-28.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.1%

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.