Navios Maritime Holdings Inc.

NMPGYdata completeness 100%14 fiscal years on file
The thesis, from the filings

Navios Maritime Holdings Inc. earns about 1% on invested capital, below its ~9% cost of capital, but has diluted owners by 78% over 5 years — no moat visible in the numbers. The estimate methods put fair value between $94.77 and $195.01 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 2018FY 2019FY 2020FY 2021FY 2022
Revenue$28.4M1$17M1$215.9M2$223.5M2$255.4M2
Net income−$268.7M3−$192.1M4−$193M5$116.7M5$87.3M5
Operating cash flow$55.6M6$96.1M7$25.2M8$109.6M8$130.7M8
Capital expenditure$46.4M9$74.3M10$97M11$25M11$21.4M11
Free cash flow (derived)$9.24M6$21.8M7−$71.8M8$84.7M8$109.4M8
Total debt$3.63B12$1.56B13$1.58B14$817.5M15$674.8M15
Cash & equivalents$137.9M16$78M17$94.9M18$53.4M19$78.5M19
Diluted shares12.8M13.4M12.9M16.6M22.8M

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
$38.92
your share of equity
Profit it earned you last year
$38.23
Free cash flow it threw off
$47.88
Debt you’d be carrying
$295.45

10 shares is a claim on $38.92 of net worth that earned you $38.23 and generated $47.88 of cash last year, against $295.45 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
1% avg · 5y
FY18 -3%FY19 -2%FY20 3%FY21 9%FY22 0%

It earned about 1% on invested capital 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
+78% shares · 5y

Share count is up 78% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has fallen 81% — deleveraging.

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 2 estimate methods that apply put fair value between $94.77 and $195.01 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$195.01
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth20.0%
  • fcfBase$84.7M
DCF · Growth Exit 5Y
$94.77
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth20.0%
  • fcfBase$84.7M
Earnings Power Value
not applicable
normalized (5y-median) earnings non-positive — EPV undefined
Graham Number
$14.8
assumptions (1)
  • grahamMultiplier2250.0%

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 years20.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $94.77
The three cases
Bear0.0%$26.86
Base20.0%$94.77
Bull20.0%$94.77

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

Default growth 20.0%= 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 2018-12-31 · accession 0001193125-20-113684 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 20-F · period ending 2020-12-31 · accession 0001193125-23-080667 (Revenues)
  3. 20-F · period ending 2018-12-31 · accession 0001193125-21-140923 (NetIncomeLoss)
  4. 20-F · period ending 2019-12-31 · accession 0001193125-22-105593 (NetIncomeLoss)
  5. 20-F · period ending 2020-12-31 · accession 0001193125-23-080667 (NetIncomeLoss)
  6. 20-F · period ending 2018-12-31 · accession 0001193125-21-140923 (NetCashProvidedByUsedInOperatingActivities)
  7. 20-F · period ending 2019-12-31 · accession 0001193125-22-105593 (NetCashProvidedByUsedInOperatingActivities)
  8. 20-F · period ending 2020-12-31 · accession 0001193125-23-080667 (NetCashProvidedByUsedInOperatingActivities)
  9. 20-F · period ending 2018-12-31 · accession 0001193125-19-122741 (PaymentsToAcquirePropertyPlantAndEquipment)
  10. 20-F · period ending 2019-12-31 · accession 0001193125-22-105593 (PaymentsForCapitalImprovements)
  11. 20-F · period ending 2020-12-31 · accession 0001193125-23-080667 (PaymentsForCapitalImprovements)
  12. 20-F · period ending 2018-12-31 · accession 0001193125-20-113684 (LongTermDebtNoncurrent)
  13. 20-F · period ending 2019-12-31 · accession 0001193125-21-140923 (LongTermDebtNoncurrent)
  14. 20-F · period ending 2020-12-31 · accession 0001193125-22-105593 (LongTermDebtNoncurrent)
  15. 20-F · period ending 2021-12-31 · accession 0001193125-23-080667 (LongTermDebtNoncurrent)
  16. 20-F · period ending 2018-12-31 · accession 0001193125-20-113684 (CashAndCashEquivalentsAtCarryingValue)
  17. 20-F · period ending 2019-12-31 · accession 0001193125-21-140923 (CashAndCashEquivalentsAtCarryingValue)
  18. 20-F · period ending 2020-12-31 · accession 0001193125-22-105593 (CashAndCashEquivalentsAtCarryingValue)
  19. 20-F · period ending 2021-12-31 · accession 0001193125-23-080667 (CashAndCashEquivalentsAtCarryingValue)