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AOJ-B.CO$90.00+0.65%
Fair $90.00+0.0%

AOJ-B.CO

Brødrene A & O Johansen A/S

Industrials / Industrial DistributionCopenhagen

$90.00

+0.60 (+0.65%)

Fairly Valued+0.0%Fair Value $90.00Fund rank 29/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $112.3M · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

57/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · AOJ-B.COLocal privado en este navegador · Brødrene A & O Johansen A/S
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.9B

P/E

12.2x

↓

EV/EBITDA

7.9x

↓

ROE

12.0%

↑

Gross Margin

24.2%

↓

Debt/Equity

0.67

↑
52-Week Range$90
$82$106

TradingView lightweight chart

AOJ-B.CO price, volumen y niveles de valoración

Último $92.60Periodo +2131.3%
Fair value: $90.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+4.4%

FCF CAGR

+122.1%

FCF margin

1.8%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.12B · net income $200.7M · FCF $112.3M

2022-FY → 2025-FY

Gross margin

24.2%-0.1% pts

Operating margin

4.8%-2.4% pts

Net margin

3.3%-2.2% pts

FCF margin

1.8%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.12B$6.12B$5.43B$5.26B$5.38B
Net Income$200.7M$200.7M$163.4M$206.1M$294.5M
EBITDA$443.4M$443.4M$378.5M$402.6M$495.1M
EPS7.307.306.007.6010.80
Gross Margin24.2%24.2%23.0%23.4%24.3%
Operating Margin4.8%4.8%4.5%5.6%7.1%
Net Margin3.3%3.3%3.0%3.9%5.5%
Balance Sheet
Debt/Equity0.670.670.680.410.41
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$112.3M$112.3M$38.9M$217.7M$10.3M
Returns
ROE12.0%12.0%10.6%14.0%20.9%
Valuation
P/E12.1612.1612.959.807.92
EV/EBITDA7.917.918.226.335.79
P/B1.471.471.381.381.65
Growth & Yield
Revenue Growth12.7%12.7%3.2%-2.1%—
EPS Growth21.7%21.7%-21.1%-29.6%—
Dividend Yield4.0%4.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$7.99

Spread vs growth

18.6%

5Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$9.66

Spread vs growth

15.9%

10Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$15.56

Spread vs growth

13.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +8.6%

Total return

+8.6%

Start / end P/E

14.8x → 12.7x

EPS bridge

6.00 → 7.30

Residual

-3.1%

EPS growth+21.7%
Multiple rerating-14.1%
Dividend+4.0%
Residual / FX / buybacks / cross-term-3.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.