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NMI Holdings Inc (NMIH)

POSITIVE
Financial ServicesInsurance - SpecialtyUnited States

Fundamental

80

Precio

$45.00

Capitalización Bursátil

$3.44B

Parte 1 · Cuánto vale la empresa

Resumen

NMI Holdings, Inc., together with its subsidiaries, provides private mortgage guaranty insurance services in the United States. It provides primary mortgage insurance services; and outsourced loan review services to mortgage loan originators. The company serves national and regional mortgage banks, money center banks, credit unions, community banks, builder-owned mortgage lenders, internet-sourced lenders, and other non-bank lenders. NMI Holdings, Inc. was incorporated in 2011 and is headquartered in Emeryville, California.

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Balance y Liquidez

Ingresos

$731M

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$395M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$413M

Patrimonio Neto Total

$2.59B

Pasivo Total

$1.25B

Ratio de Liquidez

-

Cobertura de Intereses

-

Deuda/EBITDA

0.77

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseInfravalorado

Valor Justo

$107.90

Precio Actual

$45.00

Margen de Seguridad

+58.3%

Rango de Valor Justo

$70.14 - $145.67

Métodos de Estimación

Analyst price target:$49.17
Discounted cash flow (DCF):$243.86
Earnings multiple (P/E):$42.07
Graham growth formula:$197.68
Earnings power value (EPV):$69.01
Justified P/B:$78.09
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:$28.52
Consenso de Analistas:Compra Fuerte (11B / 3H / 0S)
Última Sorpresa de Resultados:+5.70%

Métricas de Valoración

Ratio P/E

8.90

ROE

15.0%

Ratio P/B

1.26

P/FCF

7.72

Margen Bruto

-

ROIC

-

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

-

WACC

7.7%

ROIC − WACC

-

Criterios de Análisis Fundamental

Superado (18)

  • EPS shows upward trend
  • Price CAGR 15.54%
  • P/FCF 7.72
  • P/B Ratio 1.26
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • ROE 15.1%
  • Revenue Growth 5Y 10.3%
  • Analyst Consensus 79% Buy
  • PEG Ratio 0.48
  • Earnings Quality (OCF/NI) 1.13
  • Share Dilution -2.8%
  • Piotroski F-Score 5/9

Fallido (3)

  • DCF valuation (Fairly valued)
  • Earnings Surprise avg 1.2%
  • Net Margin Trend 54.1% vs 55.6%

No disponible (6)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Current Ratio
  • Interest Coverage

Piotroski F-Score

5/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

1.13

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-2.8%

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Bradley Mize Shuster C.F.A.Executive Chairman70
Mr. Adam S. PollitzerPresident, CEO & Director45
Ms. Aurora Jean SwithenbankExecutive VP & CFO49
Mr. William J. Leatherberry J.D.Executive VP, Chief Administrative Officer General Counsel & Secretary54
Mr. Robert Owen SmithExecutive VP & Chief Risk Officer55
Mr. Mohammad YousafEVP, Chief of Operations & Technology48
Mr. John M. SwensonVice President of Investor Relations & Treasury-
Ms. Lesley AlliSenior VP of Industry Relations & Corporate Communications-
Mr. Norman P. FitzgeraldExecutive VP & Chief Sales Officer57
Ms. Allison MillerSenior VP & CHRO-

Riesgo de Auditoría

1

Riesgo del Consejo

4

Riesgo de Compensación

2

Riesgo de Derechos del Accionista

7

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for NMIH, sourced from Markets Gazette.

No recent news for NMIH.