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MHB.JO$401.00-30.86%
Fair $401.00+0.0%

MHB.JO

Mahube Infrastructure Limited

Financial Services / Asset ManagementJohannesburg

$401.00

-179.00 (-30.86%)

Fairly Valued+0.0%Fair Value $401.00Fund rank 22/100 · Data gapFallback financials|
SA 22/D
F-Score: 2/9

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 30.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

22/100

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: 0unknown: 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.
Thesis & Journal · MHB.JOLocal privado en este navegador · Mahube Infrastructure 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

$221M

P/E

654.6x

↑

EV/EBITDA

654.3x

↑

ROE

5.7%

↓

Gross Margin

56.0%

↑

Debt/Equity

N/A

•
52-Week Range$401
$4$625

TradingView lightweight chart

MHB.JO price, volumen y niveles de valoración

Último $401.00Periodo -57.6%
Fair value: $401.00

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

-28.0%

FCF CAGR

-65.8%

FCF margin

3.7%

FCF / Net income

0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.2M · net income $33.8M · FCF $775412.0

2022-FY → 2025-FY

Gross margin

56.0%-33.9% pts

Operating margin

159.2%+43.0% pts

Net margin

159.3%+43.6% pts

FCF margin

3.7%-30.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.2M$21.2M$51.0M$19.1M$56.7M
Net Income$33.8M$33.8M$52.9M$-29.6M$65.6M
EBITDA$33.8M$33.8M$53.1M$-28.9M$66.6M
EPS0.610.610.96-0.541.19
Gross Margin56.0%56.0%84.8%63.4%89.9%
Operating Margin159.2%159.2%104.1%-154.6%116.2%
Net Margin159.3%159.3%103.7%-155.4%115.6%
Balance Sheet
Debt/Equity————0.00
Current Ratio10.5210.52———
Cash Flow
Free Cash Flow$775412.00$775412.00$-801349.00$-23.8M$19.4M
Returns
ROE5.7%5.7%9.1%-5.4%10.6%
Valuation
P/E654.59654.59439.23—504.50
EV/EBITDA654.31654.31437.52—496.57
P/B37.3837.3840.0361.5753.50
Growth & Yield
Revenue Growth-58.4%-58.4%167.5%-66.4%—
EPS Growth-36.1%-36.1%278.6%-145.1%—
Dividend Yield6.0%6.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

287.3%

muy exigente

EPS terminal req.

$35.58

Spread vs growth

-323.4%

5Y implied EPS CAGR

134.1%

muy exigente

EPS terminal req.

$43.05

Spread vs growth

-170.2%

10Y implied EPS CAGR

60.5%

muy exigente

EPS terminal req.

$69.34

Spread vs growth

-96.6%

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 +8.9%

Total return

+8.9%

Start / end P/E

406.9x → 654.6x

EPS bridge

0.96 → 0.61

Residual

-22.0%

EPS growth-36.1%
Multiple rerating+60.9%
Dividend+6.0%
Residual / FX / buybacks / cross-term-22.0%

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.