NHY Stock Analysis: Norsk Hydro ASA | OL

Aluminum | OL, Norway | Market Cap: 180.925m NOK | 12M Return: 47.3% | NO0005052605 | Charts, Fundamentals & Technical Analysis

Aluminum, Alumina, Bauxite, Extrusions, Energy
Total Rating 57
Safety 87
Buy Signal 0.16
Aluminum
Industry Rotation: +27.9
Market Cap: 19.3B
Avg Turnover: 277M
Risk 3d forecast
Volatility29.2%
VaR 5th Pctl5.02%
VaR vs Median4.25%
Reward TTM
Sharpe Ratio1.26
Rel. Str. IBD50.8
Rel. Str. Peer Group43
Character TTM
Beta0.756
Beta Downside0.633
Hurst Exponent0.560
Drawdowns 3y
Max DD30.77%
CAGR/Max DD0.68
CAGR/Mean DD2.28
EPS (Earnings per Share) EPS (Earnings per Share) of NHY over the last years for every Quarter: "2021-09": 1.6, "2021-12": 1.95, "2022-03": 3.11, "2022-06": 3.63, "2022-09": 2.91, "2022-12": 1, "2023-03": 1.7, "2023-06": 1.77, "2023-09": 0.27, "2023-12": 0.51, "2024-03": 0.93, "2024-06": 0.97, "2024-09": 1.49, "2024-12": 1.11, "2025-03": 1.63, "2025-06": 1.68, "2025-09": 1.02, "2025-12": 0.69, "2026-03": 2.07, "2026-06": 2.21,
EPS CAGR: 18.81%
EPS Trend: 65.6%
Last SUE: 0.46
Qual. Beats: 0
Revenue Revenue of NHY over the last years for every Quarter: 2021-09: 36710, 2021-12: 46433, 2022-03: 46616, 2022-06: 64793, 2022-09: 52445, 2022-12: 44075, 2023-03: 48534, 2023-06: 53630, 2023-09: 44702, 2023-12: 45527, 2024-03: 47495, 2024-06: 50373, 2024-09: 49182, 2024-12: 55057, 2025-03: 57094, 2025-06: 53116, 2025-09: 50546, 2025-12: 47215, 2026-03: 50388, 2026-06: 56490,
Rev. CAGR: 4.00%
Rev. Trend: 71.9%
Last SUE: 0.30
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -4.0% 6
Feb -2.4% 30
Mar +0.9% 20
Apr -1.4% 10
May -1.1% 15
Jun -6.7% 34
Jul +0.8% 17
Aug +1.0% 0
Sep +2.3% 17
Oct +1.3% 11
Nov +1.0% 14
Dec +2.8% 38

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: NHY Norsk Hydro ASA

Norsk Hydro ASA is a Norwegian company founded in 1905 and headquartered in Oslo, operating a fully integrated aluminum value chain that spans bauxite mining, alumina refining, primary aluminum smelting, metal trading, extrusion, and recycling, with operations worldwide organized into five business segments: Hydro Bauxite & Alumina, Hydro Aluminium Metal, Hydro Metal Markets, Hydro Extrusions, and Hydro Energy. Its products serve downstream industries including construction, automotive, and heating, ventilation, and air conditioning (HVAC), while its energy segment combines hydropower production in Norway with renewable generation (wind and solar) and energy trading operations in Brazil.

The company is unusual within the global aluminum industry for combining primary metal production with in-house energy generation; aluminum smelting is one of the most electricity-intensive industrial processes, making Hydros ownership of Norwegian hydropower assets a structural cost advantage and a hedge against power price volatility. Its inclusion of Hydro Metal Markets, which trades both physical and financial metals, reflects the broader industrys reliance on commodity-linked pricing on the London Metal Exchange.

Headlines to Watch Out For
  • LME aluminum price swings drive Metal segment margins
  • European construction demand lifts Extrusions segment volumes
  • EU carbon regulation raises aluminum smelting cost base
Piotroski VR-10 (Strict) 4.5
Net Income: 9.76b TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA -1.58 > 1.0
NWC/Revenue: 19.15% < 20% (prev 17.47%; Δ 1.68% < -1%)
CFO/TA 0.16 > 3% & CFO 34.1b > Net Income 9.76b
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: 1.91 > 1.5 & < 3
Outstanding Shares: last quarter (1.97b) vs 12m ago -0.41% < -2%
Gross Margin: 33.22% > 18% (prev 31.00%; Δ 2.22% > 0.5%)
Asset Turnover: 99.11% > 50% (prev 105.5%; Δ -6.38% > 0%)
Interest Coverage Ratio: 14.85 > 6 (EBIT TTM 25.9b / Interest Expense TTM 1.74b)
Altman Z'' 4.18
A: 0.19 (Total Current Assets 82.5b - Total Current Liabilities 43.3b) / Total Assets 210b
B: 0.30 (Retained Earnings 63.9b / Total Assets 210b)
C: 0.13 (EBIT TTM 25.9b / Avg Total Assets 206b)
D: 1.06 (Book Value of Equity 104b / Total Liabilities 97.9b)
Altman-Z'' = 4.18 = AA
Beneish M -3.03
DSRI: 1.15 (Receivables 31.1b/28.2b, Revenue 205b/214b)
GMI: 0.93 (GM 31.00% / 33.22%)
AQI: 0.96 (AQ_t 0.23 / AQ_t-1 0.24)
SGI: 0.95 (Revenue 205b / 214b)
TATA: -0.12 (NI 9.76b - CFO 34.1b) / TA 210b)
Beneish M = -3.03 (Cap -4..+1) = AA
What is the price of NHY shares?

As of August 31, 2026, the stock is trading at NOK 93.24 with a total of 3,240,733 shares traded. Over the past week, the price has changed by +1.37%, over one month by +7.47%, over three months by -18.57% and over the past year by +47.33%.

Current recommended Stop Loss: 89.10 (which is 4.4% or 1.7 ATR below the current price).

Is NHY a buy, sell or hold?

Norsk Hydro ASA has no consensus analysts rating.

Norsk Hydro ASA (NHY) - Fundamental Data Overview as of 25 August 2026
Market Cap USD = 19.3b (181b NOK * 0.1067 NOK.USD)
P/E Trailing = 18.507
P/E Forward = 10.846
P/S = 0.8841
P/B = 1.6725
P/EG = 0.5563
Revenue TTM = 205b NOK
EBIT TTM = 25.9b NOK
EBITDA TTM = 37.7b NOK
Long Term Debt = 29.0b NOK (from longTermDebt, last quarter)
Short Term Debt = 6.69b NOK (from shortLongTermDebt, last quarter)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 166b NOK (181b + (null Debt) - CCE 15.4b)
Interest Coverage Ratio = 14.85 (Ebit TTM 25.9b / Interest Expense TTM 1.74b)
EV/FCF = 22.72x (Enterprise Value 166b / FCF TTM 7.29b)
FCF Yield = 4.40% (FCF TTM 7.29b / Enterprise Value 166b)
FCF Margin = 3.56% (FCF TTM 7.29b / Revenue TTM 205b)
Net Margin = 4.77% (Net Income TTM 9.76b / Revenue TTM 205b)
Gross Margin = 33.22% ((Revenue TTM 205b - Cost of Revenue TTM 137b) / Revenue TTM)
Gross Margin QoQ = 38.30% (prev 31.93%)
Tobins Q-Ratio = 0.79 (Enterprise Value 166b / Total Assets 210b)
 Interest Expense / Debt = unknown (Interest Expense 1.74b / Debt none)
 Taxrate = 32.26% (4.90b / 15.2b)
NOPAT = 17.5b (EBIT 25.9b * (1 - 32.26%))
Current Ratio = 1.91 (Total Current Assets 82.5b / Total Current Liabilities 43.3b)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA 37.7b)
 Debt / FCF = unknown (Net Debt none / FCF TTM 7.29b)
 Total Stockholder Equity = 102b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.73% (Net Income 9.76b / Total Assets 210b)
RoE = 9.57% (Net Income TTM 9.76b / Total Stockholder Equity 102b)
RoCE = 19.74% (EBIT 25.9b / Capital Employed (Equity 102b + L.T.Debt 29.0b))
RoIC = 11.21% (NOPAT 17.5b / Invested Capital 156b)
WACC = 8.64% (E(181b)/V(181b) * Re(8.64%) + (debt-free company))
Discount Rate = 8.64% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -99.36 | Cagr: -1.54%
[DCF] Terminal Value 72.02% ; FCFF base≈8.48b ; Y1≈7.44b ; Y5≈6.01b
[DCF] Fair Price = 46.81 (EV 92.1b - Net Debt 0.0 = Equity 92.1b / Shares 1.97b; r=8.64% [WACC]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 65.59 | EPS CAGR: 18.81% | SUE: 0.46 | # QB: 0
Revenue Correlation: 71.88 | Revenue CAGR: 4.00% | SUE: 0.30 | # QB: 0
EPS current Quarter (2026-09-30): EPS=2.55 | Chg30d=+8.15% | Revisions=-17% | Analysts=6
EPS current Year (2026-12-31): EPS=8.88 | Chg30d=+0.86% | Revisions=-13% | GrowthEPS=+76.8% | GrowthRev=+2.7%
EPS next Year (2027-12-31): EPS=9.05 | Chg30d=-5.78% | Revisions=-36% | GrowthEPS=+1.9% | GrowthRev=+3.1%
[Analyst] Revisions Ratio: -28% (up=9, down=17)