Heidmar Maritime Holdings Corp.

HMRdata completeness 88%4 fiscal years on file

Data notes: no data for concept 'totalDebt'; no data for concept 'interestExpense'; no data for concept 'pretaxIncome'

The thesis, from the filings

Heidmar Maritime Holdings Corp. earns about -2% on equity, below its ~9% cost of capital, but has diluted owners by 60684876% over 4 years — no moat visible in the numbers. The estimate methods put fair value between $1.61 and $4.29 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2022FY 2023FY 2024FY 2025
Revenue$30.1M1$49.1M2$28.9M2$55.9M2
Net income$16.2M3$19.6M4$1.91M4−$22.6M4
Operating cash flow$14.7M5$12M5$6.76M5$13.2M6
Capital expenditure$9,0537$268,4387$9307
Free cash flow (derived)$12M5$6.49M5$13.2M6
Total debt
Cash & equivalents$25.2M8$18.9M9$20M10$18.6M10
Diluted shares9657.1M57.1M58.3M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$1.84
your share of equity
Profit it earned you last year
−$3.87
Free cash flow it threw off
$2.27
Debt you’d be carrying

10 shares is a claim on $1.84 of net worth that earned you −$3.87 and generated $2.27 of cash last year.

iii. Is this a good business?
Moat signal · return on equity
-2% avg · 4y
FY22 74%FY23 119%FY24 11%FY25 -211%

It earned about -2% on equity against a ~9% cost of capital — below the cost of funding. The numbers show no moat.

seeing a moat in the numbers →
Management signal · capital allocation
+60684876% shares · 4y

Share count is up 60684876% over 4 years — owners have been diluted. Worth asking what they got for it.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $1.61 and $4.29 a share. They rest on different assumptions, so where they diverge is the story.

DCF · Growth Exit 10Y
$4.29
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$12M
DCF · Growth Exit 5Y
$3.98
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$12M
Earnings Power Value
$1.61
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$9.05M
  • growthAssumed0.0%
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years5.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $3.98
The three cases
Bear0.0%$3.27
Base5.0%$3.98
Bull10.0%$4.83

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 5.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2022-12-31 · accession 0000950170-25-072593 (Revenues)
  2. 20-F · period ending 2023-12-31 · accession 0001193125-26-197112 (Revenues)
  3. 20-F · period ending 2022-12-31 · accession 0000950170-25-072593 (NetIncomeLoss)
  4. 20-F · period ending 2023-12-31 · accession 0001193125-26-197112 (NetIncomeLoss)
  5. 20-F · period ending 2022-12-31 · accession 0000950170-25-072593 (NetCashProvidedByUsedInOperatingActivities)
  6. 20-F · period ending 2025-12-31 · accession 0001193125-26-197112 (NetCashProvidedByUsedInOperatingActivitiesContinuingOperations)
  7. 20-F · period ending 2023-12-31 · accession 0001193125-26-197112 (PaymentsToAcquirePropertyPlantAndEquipment)
  8. 20-F · period ending 2022-12-31 · accession 0000950170-25-072593 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)
  9. 20-F · period ending 2023-12-31 · accession 0000950170-25-072593 (CashAndCashEquivalentsAtCarryingValue)
  10. 20-F · period ending 2024-12-31 · accession 0001193125-26-197112 (CashAndCashEquivalentsAtCarryingValue)