Aug. 6 at 2:32 PM
$HRMY Wondering if anyone has more insight into this company that can explain the following:
HRMY has a P/E of ~11-11.5 right now. With 3-5 yr EPS growth rate of 15%, their PEG ratio would be 0.733 - 0.766. Very good.
The current analyst growth forecasts I see are closer to 30-40%. So even if their growth is 15% - less than half of what analysts expect, and they severely under deliver, their PEG is still well below 1.
Their net cash-debt per share is
$6.7 and increasing, so that shouldn't be holding the price back. Their FCF per share is
$4.4 and increasing, so that shouldn't be holding the price back.
Their ROIC is 16.5% which is good on it's own, and has been improving for >4 quarters, fairly stable in the long term - that shouldn't be holding the price back. Their gross margins, operating margins, and profit margins are all very good and increasing over the last ~4 quarters, stable long term - those shouldn't be holding the price back.
Anyone have an idea? Is it just industry risk?
