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v0.1
CDRO$9.32-0.64%
Fair $9.32+0.0%

CDRO

Codere Online Luxembourg, S.A.

Consumer Cyclical / GamblingNasdaqCM

$9.32

-0.06 (-0.64%)

Fairly Valued+0.0%Fair Value $9.32Fund rank 30/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9
Low Profitability

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 20%

FCF escenarios

weak_data · normalized FCF $3.7M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

60/100

B

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: 1unknown: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · CDROLocal privado en este navegador · Codere Online Luxembourg, S.A.
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

$425M

P/E

233.0x

↑

EV/EBITDA

59.8x

↑

ROE

4.5%

↓

Gross Margin

96.0%

↑

Debt/Equity

0.14

↓
52-Week Range$9
$5$10

TradingView lightweight chart

CDRO price, volumen y niveles de valoración

Último $9.320Periodo -9.0%
Fair value: $9.320

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

+22.0%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

12.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $210.4M · net income $1.3M · FCF $16.4M

2022-FY → 2025-FY

Gross margin

96.0%+0.2% pts

Operating margin

2.7%+51.0% pts

Net margin

0.6%+40.7% pts

FCF margin

7.8%+44.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$210.4M$210.4M$200.7M$161.6M$115.7M
Net Income$1.3M$1.3M$3.9M$-2.4M$-46.4M
EBITDA$6.4M$6.4M$4.7M$-14.6M$-55.3M
EPS0.030.030.08-0.05-1.03
Gross Margin96.0%96.0%96.1%96.1%95.8%
Operating Margin2.7%2.7%2.2%-9.1%-48.3%
Net Margin0.6%0.6%1.9%-1.5%-40.1%
Balance Sheet
Debt/Equity0.140.140.220.240.17
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$16.4M$16.4M$3.7M$-11.8M$-42.5M
Returns
ROE4.5%4.5%16.2%-11.4%-190.1%
Valuation
P/E233.00233.0081.88——
EV/EBITDA59.7959.7956.54——
P/B14.9814.9812.546.705.50
Growth & Yield
Revenue Growth4.8%4.8%24.2%39.7%—
EPS Growth-62.5%-62.5%260.0%95.1%—

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

202.1%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

-264.6%

5Y implied EPS CAGR

101.7%

muy exigente

EPS terminal req.

$1.00

Spread vs growth

-164.2%

10Y implied EPS CAGR

48.9%

muy exigente

EPS terminal req.

$1.61

Spread vs growth

-111.4%

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 +28.7%

Total return

+28.7%

Start / end P/E

90.5x → 310.7x

EPS bridge

0.08 → 0.03

Residual

-152.0%

EPS growth-62.5%
Multiple rerating+243.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-152.0%

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.