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SHF.DE$84.40+0.24%
Fair $84.40+0.0%

SHF.DE

SNP Schneider-Neureither & Partner SE

Technology / Information Technology ServicesXETRA

$84.40

+0.20 (+0.24%)

Fairly Valued+0.0%Fair Value $84.40Fund rank 34/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $27.6M · quality 63.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

55/100

C

Piotroski

6/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · SHF.DELocal privado en este navegador · SNP Schneider-Neureither & Partner SE
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

$615M

P/E

19.3x

↓

EV/EBITDA

10.7x

↓

ROE

19.7%

↑

Gross Margin

37.9%

↑

Debt/Equity

0.27

↑
52-Week Range$84
$69$87

TradingView lightweight chart

SHF.DE price, volumen y niveles de valoración

Último $84.40Periodo +1578.5%
Fair value: $84.40

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

+19.6%

FCF CAGR

—

FCF margin

9.3%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $296.8M · net income $31.8M · FCF $27.6M

2022-FY → 2025-FY

Gross margin

37.9%+10.3% pts

Operating margin

17.8%+16.4% pts

Net margin

10.7%+9.8% pts

FCF margin

9.3%+10.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$296.8M$296.8M$254.8M$203.4M$173.4M
Net Income$31.8M$31.8M$20.2M$5.9M$1.6M
EBITDA$57.2M$57.2M$39.8M$22.2M$16.6M
EPS——2.760.800.22
Gross Margin37.9%37.9%33.8%32.2%27.5%
Operating Margin17.8%17.8%11.1%8.1%1.4%
Net Margin10.7%10.7%7.9%2.9%0.9%
Balance Sheet
Debt/Equity0.270.270.570.740.82
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$27.6M$27.6M$39.2M$11.5M$-2.3M
Returns
ROE19.7%19.7%14.6%5.4%1.5%
Valuation
P/E19.3119.3122.4655.12111.36
EV/EBITDA10.7010.7011.6016.3313.81
P/B3.813.813.272.941.65
Growth & Yield
Revenue Growth16.5%16.5%25.2%17.3%—
EPS Growth——245.0%263.6%—

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 +17.2%

Total return

+17.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.76 → n/d

Residual

+17.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+17.2%

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.