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v0.1
NOHO.HE$7.20+1.39%
Fair $7.20+0.0%

NOHO.HE

NoHo Partners Oyj

Consumer Cyclical / RestaurantsHelsinki

$7.20

+0.10 (+1.39%)

Fairly Valued+0.0%Fair Value $7.20Fund rank 31/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
High Debt

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 $55.4M · quality 56.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

36/100

D

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.17, above the 2.0 threshold
Thesis & Journal · NOHO.HELocal privado en este navegador · NoHo Partners Oyj
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

$152M

P/E

16.4x

↓

EV/EBITDA

5.4x

↓

ROE

32.1%

↑

Gross Margin

44.4%

↑

Debt/Equity

3.17

↑
52-Week Range$7
$7$10

TradingView lightweight chart

NOHO.HE price, volumen y niveles de valoración

Último $7.300Periodo +46.9%
Fair value: $7.200

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

+4.6%

FCF CAGR

+0.2%

FCF margin

15.5%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $358.0M · net income $32.6M · FCF $55.4M

2022-FY → 2025-FY

Gross margin

44.4%-0.2% pts

Operating margin

8.6%-1.4% pts

Net margin

9.1%+8.6% pts

FCF margin

15.5%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$358.0M$358.0M$347.1M$372.4M$312.8M
Net Income$32.6M$32.6M$11.3M$7.9M$1.5M
EBITDA$87.0M$87.0M$82.2M$82.5M$68.4M
EPS1.541.540.530.370.07
Gross Margin44.4%44.4%46.0%45.3%44.6%
Operating Margin8.6%8.6%9.6%9.4%10.1%
Net Margin9.1%9.1%3.3%2.1%0.5%
Balance Sheet
Debt/Equity3.173.174.444.623.95
Current Ratio0.290.29———
Cash Flow
Free Cash Flow$55.4M$55.4M$62.5M$53.8M$55.1M
Returns
ROE32.1%32.1%14.1%10.1%2.0%
Valuation
P/E16.3616.3615.2123.8994.43
EV/EBITDA5.415.416.246.496.22
P/B1.501.502.132.391.81
Growth & Yield
Revenue Growth3.1%3.1%-6.8%19.1%—
EPS Growth190.6%190.6%43.2%428.6%—
Dividend Yield5.4%5.4%———

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

-25.4%

fácil

EPS terminal req.

$0.64

Spread vs growth

216.0%

5Y implied EPS CAGR

-12.9%

fácil

EPS terminal req.

$0.77

Spread vs growth

203.4%

10Y implied EPS CAGR

-2.1%

fácil

EPS terminal req.

$1.24

Spread vs growth

192.7%

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 -15.2%

Total return

-15.2%

Start / end P/E

17.4x → 4.7x

EPS bridge

0.53 → 1.54

Residual

-138.5%

EPS growth+190.6%
Multiple rerating-72.7%
Dividend+5.4%
Residual / FX / buybacks / cross-term-138.5%

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.