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HMC

HMC Capital Limited
Chart
2.77 AUD
Latest Week 2026-07-24
Snapshot 2026-07-19 · 1.0w · Fresh
0.75
OS Score
90.0%
Value
84.0%
Quality
9.0%
Momentum
4/9
F-Score
0.869
QV
Strategy Eligibility
3 of 23 passing
OS Composite
Trending Value
Quality × Value
QV 0.869
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
📐
EBITDA/EV
21.0%
Veiled Value
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
Rev +189%
🔄
Shareholder Yield
💰
High Yield
🚀
Momentum Leaders
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
Risk-Adj Momentum
V
Value Analysis
Cheapness relative to fundamentals
90.0%ile
P/E
8.1×
P/S
5.1×
P/B
0.7×
E/P
0.0493
FCF Yield
-0.011
EBITDA/EV
0.210
SH Yield
-0.210
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
6.00000000
/100 — 1=cheapest
VC2 (Trending Value)
12.00000000
/100
VC3 (Buyback)
12.00000000
/100
P/E of 8.1x places this firmly in deep value territory. Negative FCF yield (-1.1%) — the business is currently cash-consumptive.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
84.0%ile
ROE
0.089
ROA
0.068
Net Margin
0.629
Op Margin
0.301
GPA
0.107
Current
3.42
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
1.888
Earn Growth
1.017
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
9.0%ile
6M Return
-33.7%
12M Return
-22.0%
12-1 Mom
-17.7%
Risk-Adj
-0.33
Vol 252d
53.4%
Vol 60d
126.9%
↑ Expanding
Max DD 12M
-48.4%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -18% signals a downtrend — price is moving against you. Near-term vol (127%) is expanding vs long-term (53%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.75
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Real Estate · 51 peers
Sector Value %ile
90.4%
Sector Quality %ile
55.8%
P/E z-score
-0.63
P/B z-score
-0.17
Sector Avg OS
57.0%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
UOS United Overseas Australia Ltd 98.0% 96.0% 87.0% 89.0%
FRI Finbar Group Limited 97.0% 96.0% 86.0% 85.0%
WPR Waypoint REIT 96.0% 90.0% 92.0% 84.0%
CDP Carindale Property Trust 96.0% 88.0% 91.0% 87.0%
HDN HomeCo Daily Needs REIT 95.0% 87.0% 88.0% 85.0%
BWP BWP Trust 95.0% 84.0% 94.0% 87.0%
CMW Cromwell Property Group 95.0% 88.0% 83.0% 91.0%
SCG Scentre Group 95.0% 83.0% 96.0% 86.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (90th) and quality (84th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Growth at Reasonable Price
Revenue growing 189% with P/E of 8×. Growth isn't fully priced in.
Falling Knife
Weak momentum (9th) despite looking cheap (90th value). Wait for momentum to stabilise.
Volatility Expanding
60-day vol (127%) significantly exceeds 252-day (53%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
56.7% avg (7 factors)
Quality
B
63.4% avg (6 factors)
Momentum
F
8.8% avg (4 factors)
Risk
F
27.6% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required. Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends7 snapshots
Factor Persistence7 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.750—7
Value %ile0.900—7
Quality %ile0.840—7
Momentum %ile0.090—7
F-Score4.000—7
Confidence0.460—0
Volatility0.534—7
Value Lens2021-07-20 → 2026-07-19
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
8.10
Earnings Yield (E/P)
0.0493
Price / Sales
5.09
Price / Book
0.72
FCF Yield
-1.1%
EBITDA / EV
21.0%
Sales Yield (1/P·S)
0.1635
Shareholder Yield
Div + net buyback / mktcap
-21.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
8.9%
Return on Assets
6.8%
Net Margin
62.9%
Operating Margin
30.1%
Gross Profit / Assets
Novy-Marx GPA
10.7%
Current Ratio
3.42
MomentumPrice trend strength over different horizons
6M Return
-33.7%
12M Return
-22.0%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-17.7%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.33
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
188.8%
Earnings Growth (YoY)
101.7%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
4.2%
Buyback Yield
-25.1%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
6
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
12
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
12
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity