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Hydratec Industries NV (HYDRA) Fair Value & Analysis

Industrials · NL · Market cap €296M

HI Hydratec Industries NV HYDRA · AS
Price€262.00
Fair Value€389.35
Upside+48.6%
Quality68/100
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Mixed Growth
Thin margins · 9.2% net margin
Low debt · generates free cash flow
3.54% dividend yield
Ranks above peers (10/14)
Moderate moat 61/100
Evidence: High Range €254.52 – €486.69 Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 25 days ago

Share price +14.9% over the past month.

A solid business, screening 49% undervalued on our models.

What matters now

  • Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (€254.52 to €486.69) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€268.00 €31.69 Fair Value €389.35 Oct 2019 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range €31.69 – €268.00 · fair‑value band €254.52 – €486.69 · the €262.00 price screens below the €389.35 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Hydratec Industries NV (HYDRA) currently trades at €262.00, while our model-based Fair Value estimate is €389.35, implying the stock looks roughly 48.6% undervalued today. The Quality Score stands at 68/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Hydratec Industries NV generated revenue of €263M at a net margin of 9.2%. Revenue grew 2.2% year over year. It earns a return on equity of 21.7%. The balance sheet holds a net cash position of €12.5M. Fundamentals as of Jul 16, 2026

Our scenario range runs from €254.52 (bear case) to €486.69 (bull case); at €262.00, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 68% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 12% fair-value upside, at 49%, HYDRA screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF €215.98 €308.43 €426.96 80
Residual Income €95.24 €125.75 €343.39 76
Rev-Margin DCF €221.40 €353.12 €516.49 74
All 26 models by family
DCF Models
FCF DCF €218.26 €322.42 €464.68 38
Owner Earnings €222.38 €328.65 €473.79 31
5Y Revenue Exit €221.40 €354.38 €529.21 39
5Y EBITDA Exit €260.67 €432.37 €641.01 41
5Y P/E Exit €252.08 €415.31 €595.28 38
10Y Revenue Exit €211.56 €323.66 €484.29 36
10Y EBITDA Exit €238.75 €371.48 €561.40 37
10Y P/E Exit €233.94 €361.02 €529.86 35
Earnings-Based
Graham-Dodd €126.08 €513.40 €698.84 54
Lynch FV €128.62 €183.74 €238.86 50
PEG = 1.0 €128.62 €183.74 €238.86 46
EPV €145.33 €160.95 €173.63 59
Dividend Discount
Gordon GGM €41.74 €69.92 €90.75 70
DDM Multi-Stage €41.74 €66.32 €75.22 61
Multiples
P/E Multiple €292.01 €389.35 €486.69 63
P/S Multiple €236.39 €315.19 €393.99 58
P/B Multiple €236.39 €315.19 €393.99 55
EV/EBIT €320.00 €421.62 €523.24 53
EV/EBITDA €323.64 €426.47 €529.30 54
EV/Revenue €232.73 €325.98 €419.23 43
Asset-Based
NCAV (Graham) €45.10 €60.44 €90.21 50
Growth DCF
Growth DCF €215.98 €308.43 €426.96 80
Rev-Margin DCF €221.40 €353.12 €516.49 74
Economic Profit
Residual Income €95.24 €125.75 €343.39 76
ROIC Compounder €155.35 €185.65 €219.70 72
Growth Earnings
Growth-Adj P/E €223.23 €318.90 €414.57 68

Widest divergence: DCF Models (€354.38) versus Asset-Based (€60.44). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) €263M
Revenue growth (YoY) +2.2%
Net margin 9.2%
Return on equity 21.7%
Free cash flow €29.6M FY2025
P/E ratio 11.5
More key figures
Operating margin 13.4%
EPS (TTM) €18.53
Dividend yield 3.7%
EPS growth (YoY) +42.1%
Net cash €12.5M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 68/100

Of which business quality 67 · Market factors (momentum, volatility) 89

Profitability 64
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 82
Balance sheet, leverage, solvency risk
Investment 82
Disciplined investing over empire-building
Low Volatility 84
Calm price path (market factor)
Momentum 87
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 81
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Hydratec Industries NV, through its subsidiaries, manufactures and sells industrial systems and plastic components for food, health, and mobility markets in the Netherlands, rest of Europe, Asia, North America, South America, Africa, the Middle East, and Oceania. The company operates through two segments: Industrial Systems and Hightech Components.

Full company description

Hydratec Industries NV, through its subsidiaries, manufactures and sells industrial systems and plastic components for food, health, and mobility markets in the Netherlands, rest of Europe, Asia, North America, South America, Africa, the Middle East, and Oceania. The company operates through two segments: Industrial Systems and Hightech Components. It develops and produces sterilized product handling systems; and automated packaging solutions, including packaging for sterilized food in pouches, cans, and jars, as well as meal salads and agrifood in bags, nets, boxes, and crates. The company also supplies industrial incubators to produce day-old chicks; hatchery automation systems for processing of hatchery eggs and day-old chicks; climate control equipment for air and water treatment; hatchery management software for monitoring, analyzing, and optimizing of the incubation process; and service and support for hatchery systems operation. In addition, it manufactures extrusion equipment for PVC, PVC-O, and PO pipes; plastic injection molding products for use in climate control systems, lorries, bicycle parts, and coffee machines; rubber, metal, and plastic precision components, that includes dosing systems, functional and safety parts for braking systems, and cartridges for diagnostics and other medical applications. Hydratec Industries NV is headquartered in Amersfoort, the Netherlands. Hydratec Industries NV is a subsidiary of Ten Cate Investeringsmaatschappij B.V.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hydratec Industries NV reported revenue of €263M in FY2025 versus €257M in FY2021, a compound +0.6%/yr. Reported net income was €24.1M in FY2025, compounding +12.4%/yr from FY2021.

Growth Quality 65/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€263M
Latest YoY
−2.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.9%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.6%
Revenue +0.6%/yr
FY21 €257M
FY22 €283M
FY23 €283M
FY24 €270M
FY25 €263M
Net income +12.4%/yr
FY21 €15.1M
FY22 €15.9M
FY23 €15.7M
FY24 €18.2M
FY25 €24.1M
Character of growth · EPS growth decomposed (2014-2025) +9.9 % p.a.
Revenue per share +8.6 pp

of which total revenue +9.3 pp · buybacks/dilution −0.6 pp

EBIT margin +5.3 pp
Tax rate −1.6 pp
Residual (interest, one-offs) −2.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Hydratec Industries NV Fair Value". https://www.fairvalue-calculator.com/stock/HYDRA

Peer Group

Farm & Heavy Construction Machinery · 148 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 68 · Top 25%
Fair Value upside +49% · Top 25%
Return on equity (TTM) 22% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 9% · Above median
Operating margin (TTM) 13% · Top 25%
Revenue growth 2% · Below median
Dividend yield (TTM) 3.5% · Top 25%
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Farm & Heavy Construction Machinery median · lower = cheaper

P/E (TTM) 12.3× · Cheaper than 75% of peers
P/B 2.92× · Pricier than 75% of peers
P/S (TTM) 1.30× · Pricier than median
P/FCF 11.6× · Pricier than median
EV/EBITDA 8.4× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 98 · sector 22
FUTURE 11 · sector 30
PAST 87 · sector 32
HEALTH 98 · sector 93
DIVIDEND 71 · sector 40

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

Is Hydratec Industries NV (HYDRA) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of €389.35 versus a price of €262.00, about +49% (undervalued).
What is the fair value of HYDRA?
Our model-based fair value for Hydratec Industries NV is €389.35 (as of Jul 16, 2026), built from audited fundamentals. The current price is €262.00.
What is the quality score of HYDRA?
Hydratec Industries NV has a Quality Score of 68/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Hydratec Industries NV (HYDRA)?
Hydratec Industries NV reported trailing-twelve-month revenue of about €263M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of HYDRA?
The net profit margin of Hydratec Industries NV is about 9.2%, meaning it keeps roughly 9.2% of revenue as net income. Based on the latest reported figures.
Does Hydratec Industries NV pay a dividend?
Hydratec Industries NV currently shows a dividend yield of about 3.70% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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