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OPUS GLOBAL Nyrt., through its subsidiaries, (OPUS) Fair Value & Analysis

Industrials · HU · Market cap 181B HUF

OG OPUS GLOBAL Nyrt., through its subsidiaries, OPUS · BUD
Price368.00 HUF
Fair Value385.95 HUF
Upside+4.9%
Quality56/100
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Healthy Growth
Thin margins · 4.9% net margin
Moderate debt · generates free cash flow
Ranks above peers (11/14)
Moderate moat 46/100
Evidence: Medium Range 289.47 HUF – 482.44 HUF Share as image

Fair value as of: Jul 27, 2026

From 10 valuation models · updated 14 days ago

Fair value updated Jul 27, 2026, revised from 700.00 HUF to 385.95 HUF (−44.9%) since Jun 26, 2026. Share price −1.9% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 289.47 HUF (bear) to 482.44 HUF (bull), base 385.95 HUF. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 56/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

590.43 HUF 92.10 HUF Fair Value 385.95 HUF Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 27, 2026.

How to read this chart

60‑month range 92.10 HUF – 590.43 HUF · fair‑value band 289.47 HUF – 482.44 HUF · the 368.00 HUF price screens below the 385.95 HUF fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 27, 2026.

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Analysis

OPUS GLOBAL Nyrt., through its subsidiaries, (OPUS) currently trades at 368.00 HUF, while our model-based Fair Value estimate is 385.95 HUF, implying the stock looks roughly 4.9% fairly valued today. The Quality Score stands at 56/100 (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: medium), always confirm before acting.

Over the trailing twelve months, OPUS GLOBAL Nyrt., through its subsidiaries, generated revenue of 443B HUF at a net margin of 4.9%. Revenue declined 34.9% year over year. It earns a return on equity of 13.4%. Net debt stands at 55.0B HUF. Fundamentals as of Jul 27, 2026

Our scenario range runs from 289.47 HUF (bear case) to 482.44 HUF (bull case); at 368.00 HUF, 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 about 36% below its 52-week high and 43% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -14% fair-value upside, at 5%, OPUS 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 1,060 HUF 2,272 HUF 4,225 HUF 80
Residual Income 374.32 HUF 413.27 HUF 629.04 HUF 76
Rev-Margin DCF 932.94 HUF 1,807 HUF 3,048 HUF 74
All 10 models by family
DCF Models
5Y P/E Exit 712.13 HUF 1,349 HUF 2,120 HUF 38
10Y P/E Exit 826.06 HUF 1,484 HUF 2,503 HUF 35
Earnings-Based
Graham-Dodd 280.36 HUF 1,713 HUF 2,390 HUF 54
Lynch FV 490.63 HUF 700.90 HUF 911.17 HUF 50
Multiples
P/E Multiple 649.37 HUF 865.82 HUF 1,082 HUF 63
P/B Multiple 525.68 HUF 700.90 HUF 876.13 HUF 55
Asset-Based
NCAV (Graham) 215.36 HUF 288.59 HUF 430.73 HUF 50
Growth DCF
Growth DCF 1,060 HUF 2,272 HUF 4,225 HUF 80
Rev-Margin DCF 932.94 HUF 1,807 HUF 3,048 HUF 74
Economic Profit
Residual Income 374.32 HUF 413.27 HUF 629.04 HUF 76

Widest divergence: Growth DCF (1,807 HUF) versus Asset-Based (288.59 HUF). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 443B HUF
Revenue growth (YoY) -34.9%
Net margin 4.9%
Return on equity 13.4%
Free cash flow 42.3B HUF FY2025
P/E ratio 8.0
More key figures
Operating margin 12.3%
EPS (TTM) 42.96 HUF
EPS growth (YoY) -58.8%
Net debt 55.0B HUF FY2025

Figures from reported company fundamentals · as of Jul 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 52 · Market factors (momentum, volatility) 30

Profitability 30
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 60
Earnings quality: real cash, not paper profit
Fin. Strength 31
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 18
Distance to the 52-week high (market factor)
Net Issuance 100
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

OPUS GLOBAL Nyrt., through its subsidiaries, engages in the construction business in Hungary, rest of EU countries, non-EU countries, Asian countries, and internationally. It operates through Industrial Production, Agriculture and Food Industry, Tourism, Energy, and Asset Management divisions.

Full company description

OPUS GLOBAL Nyrt., through its subsidiaries, engages in the construction business in Hungary, rest of EU countries, non-EU countries, Asian countries, and internationally. It operates through Industrial Production, Agriculture and Food Industry, Tourism, Energy, and Asset Management divisions. The company constructs bridges, roads, public utilities, hydraulic, and building construction; and constructs, maintains, designs, and licenses railway-related safety and telecommunications equipment, as well as telecommunications installation and overhead lines. It also engages in the manufacture of electrical equipment and electronic household appliances; sale and purchase of properties; and asset management activities. In addition, it manufactures starch and starch products, sugar products, medicinal and edible alcohol, and animal feed; business administration, other management counselling; wholesale of cereals, tobacco, sowing seeds, and fodder; and engages in the steam supply and air-conditioning business. Further, the company provides accommodation services; operates hotels and spas under the HUNGUEST brand name; trade of equipment; and rental of property and machinery. Additionally, it provides technical consultancy services; engineering and leasing activities; and distributes electricity. The company was formerly known as OPIMUS GROUP Nyrt. and changed its name to OPUS GLOBAL Nyrt. in September 2017. The company was founded in 1912 and is based in Budapest, Hungary.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

OPUS GLOBAL Nyrt., through its subsidiaries, reported revenue of 443B HUF in FY2025 versus 295B HUF in FY2021, a compound +10.7%/yr. Reported net income was 21.8B HUF in FY2025, compounding −9.0%/yr from FY2021.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
443B HUF
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.
+25.7%
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.
+24.1%
Avg. growth/yr (6Y) 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.
+56.2%
Revenue +10.7%/yr
FY21 295B HUF
FY22 514B HUF
FY23 644B HUF
FY24 586B HUF
FY25 443B HUF
Net income −9.0%/yr
FY21 31.7B HUF
FY22 12.3B HUF
FY23 25.9B HUF
FY24 32.4B HUF
FY25 21.8B HUF

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Cite: Fair Value Calculator (2026). "OPUS GLOBAL Nyrt., through its subsidiaries, Fair Value". https://www.fairvalue-calculator.com/stock/OPUS

Peer Group

Conglomerates · 369 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 56 · Above median
Fair Value upside +5% · Above median
Return on equity (TTM) 13% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 5% · Above median
Operating margin (TTM) 12% · Above median
Revenue growth -35% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.90× · Higher than 75% of peers

Valuation Multiples vs Conglomerates median · lower = cheaper

P/E (TTM) 8.0× · Cheaper than 75% of peers
P/B 0.80× · Cheaper than median
P/S (TTM) 0.41× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 2.2× · Cheaper than 75% of peers

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 40 · sector 20
FUTURE 0 · sector 16
PAST 53 · sector 20
HEALTH 55 · sector 88
DIVIDEND 0 · sector 39

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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Empresas Copec S.A COPEC 6,330 CLP 10,879 CLP +72%
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Frequently asked questions

Is OPUS GLOBAL Nyrt., through its subsidiaries, (OPUS) overvalued or undervalued?
As of Jul 27, 2026, our model estimates a fair value of 385.95 HUF versus a price of 368.00 HUF, about +5% (fairly valued).
What is the fair value of OPUS?
Our model-based fair value for OPUS GLOBAL Nyrt., through its subsidiaries, is 385.95 HUF (as of Jul 27, 2026), built from audited fundamentals. The current price is 368.00 HUF.
What is the quality score of OPUS?
OPUS GLOBAL Nyrt., through its subsidiaries, has a Quality Score of 56/100. 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 OPUS GLOBAL Nyrt., through its subsidiaries, (OPUS)?
OPUS GLOBAL Nyrt., through its subsidiaries, reported trailing-twelve-month revenue of about 443B HUF (latest available figure, as of Jul 27, 2026).
What is the net profit margin of OPUS?
The net profit margin of OPUS GLOBAL Nyrt., through its subsidiaries, is about 4.9%, meaning it keeps roughly 4.9% of revenue as net income. Based on the latest reported figures.

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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