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CBRAIN.CO$63.80+8.87%
Fair $63.80+0.0%

CBRAIN.CO

cBrain A/S

Technology / Software - ApplicationCopenhagen

$63.80

+5.20 (+8.87%)

Fairly Valued+0.0%Fair Value $63.80Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $56.6M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

48/100

C

Piotroski

4/9

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 · CBRAIN.COLocal privado en este navegador · cBrain 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

$1.2B

P/E

29.5x

↑

EV/EBITDA

14.1x

↑

ROE

13.5%

↑

Gross Margin

50.6%

↑

Debt/Equity

0.09

↓
52-Week Range$64
$58$238

TradingView lightweight chart

CBRAIN.CO price, volumen y niveles de valoración

Último $63.80Periodo +881.5%
Fair value: $63.80

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

+10.2%

FCF CAGR

—

FCF margin

22.5%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $251.3M · net income $43.1M · FCF $56.6M

2022-FY → 2025-FY

Gross margin

50.6%-2.8% pts

Operating margin

23.4%-2.9% pts

Net margin

17.2%-3.3% pts

FCF margin

22.5%+109.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$251.3M$251.3M$267.8M$239.2M$187.9M
Net Income$43.1M$43.1M$64.8M$63.2M$38.4M
EBITDA$87.3M$87.3M$113.6M$107.1M$68.6M
EPS2.162.163.243.231.92
Gross Margin50.6%50.6%57.4%60.4%53.4%
Operating Margin23.4%23.4%33.0%35.7%26.3%
Net Margin17.2%17.2%24.2%26.4%20.4%
Balance Sheet
Debt/Equity0.090.090.180.220.58
Current Ratio2.462.46———
Cash Flow
Free Cash Flow$56.6M$56.6M$20.5M$59.2M$-164.1M
Returns
ROE13.5%13.5%22.5%27.6%22.6%
Valuation
P/E29.5429.5457.1666.4181.87
EV/EBITDA14.1414.1432.1639.5846.22
P/B3.923.9212.5618.3118.14
Growth & Yield
Revenue Growth-6.2%-6.2%12.0%27.3%—
EPS Growth-33.3%-33.3%0.3%68.2%—
Dividend Yield1.7%1.7%———

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

37.9%

muy exigente

EPS terminal req.

$5.66

Spread vs growth

-71.2%

5Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$6.85

Spread vs growth

-59.3%

10Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$11.03

Spread vs growth

-51.0%

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 -60.1%

Total return

-60.1%

Start / end P/E

51.5x → 29.5x

EPS bridge

3.24 → 2.16

Residual

+14.2%

EPS growth-33.3%
Multiple rerating-42.7%
Dividend+1.7%
Residual / FX / buybacks / cross-term+14.2%

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.