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CEDO3.SA$10.00+0.00%
Fair $10.00+0.0%

CEDO3.SA

Companhia de Fiação e Tecidos Cedro e Cachoeira S.A.

Consumer Cyclical / Textile ManufacturingSão Paulo

$10.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $10.00Fund rank 23/100 · Data gapFallback financials|
SA 16/F
F-Score: 2/9
Declining RevenueLow 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 15%

FCF escenarios

weak_data · normalized FCF $-2.2M · quality 30.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

16/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -11.8%, below the 5% threshold
Thesis & Journal · CEDO3.SALocal privado en este navegador · Companhia de Fiação e Tecidos Cedro e Cachoeira 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

$100M

P/E

N/A

•

EV/EBITDA

9.1x

↓

ROE

-11.8%

↓

Gross Margin

23.4%

↓

Debt/Equity

1.53

↑
52-Week Range$10
$7$29

TradingView lightweight chart

CEDO3.SA price, volumen y niveles de valoración

Último $10.00Periodo -100.0%
Fair value: $10.00

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

-12.3%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $828.8M · net income $-32.7M · FCF $-2.2M

2022-FY → 2025-FY

Gross margin

23.4%+6.9% pts

Operating margin

5.7%-0.3% pts

Net margin

-3.9%-2.5% pts

FCF margin

-0.3%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$828.8M$828.8M$1.04B$1.12B$1.23B
Net Income$-32.7M$-32.7M$110.5M$80.4M$-17.9M
EBITDA$57.4M$57.4M$179.0M$190.8M$68.3M
EPS——11.058.02-1.80
Gross Margin23.4%23.4%29.6%30.1%16.5%
Operating Margin5.7%5.7%15.9%16.8%5.9%
Net Margin-3.9%-3.9%10.7%7.2%-1.5%
Balance Sheet
Debt/Equity1.531.531.331.782.15
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$-2.2M$-2.2M$-6.0M$54.9M$-47.0M
Returns
ROE-11.8%-11.8%35.8%40.5%-15.6%
Valuation
P/E——2.763.74—
EV/EBITDA9.099.093.973.094.30
P/B0.360.360.991.510.55
Growth & Yield
Revenue Growth-20.1%-20.1%-7.1%-9.1%—
EPS Growth——37.8%545.6%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -66.0%

Total return

-66.0%

Start / end P/E

n/dx → n/dx

EPS bridge

11.05 → n/d

Residual

-66.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-66.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.