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CEWATER.BO$273.15-3.74%
Fair $273.15+0.0%

CEWATER.BO

Concord Enviro Systems Ltd

Utilities / Utilities - Regulated WaterBSE

$273.15

-10.60 (-3.74%)

Fairly Valued+0.0%Fair Value $273.15Fund rank 25/100 · Data gapFallback financials|
SA 40/C
F-Score: 1/9
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 18%

FCF escenarios

weak_data · normalized FCF $-437.1M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

40/100

C

Piotroski

1/9

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 3.5%, below the 5% threshold
Thesis & Journal · CEWATER.BOLocal privado en este navegador · Concord Enviro Systems Ltd
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

$5.7B

P/E

25.8x

↑

EV/EBITDA

10.5x

↑

ROE

3.5%

↓

Gross Margin

37.8%

↑

Debt/Equity

0.29

↓
52-Week Range$273
$235$665

TradingView lightweight chart

CEWATER.BO price, volumen y niveles de valoración

Último $273.15Periodo -67.0%
Fair value: $273.15

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+17.8%

FCF CAGR

—

FCF margin

-7.8%

FCF / Net income

-2.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.58B · net income $197.6M · FCF $-437.1M

2023-FY → 2026-FY

Gross margin

37.8%-10.8% pts

Operating margin

3.6%-6.2% pts

Net margin

3.5%+1.9% pts

FCF margin

-7.8%-40.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.58B$5.58B$5.94B$4.95B$3.41B
Net Income$197.6M$197.6M$514.9M$414.4M$54.9M
EBITDA$644.5M$644.5M$1.01B$1.36B$498.1M
EPS9.559.5527.2920.022.65
Gross Margin37.8%37.8%42.5%49.9%48.6%
Operating Margin3.6%3.6%13.8%23.8%9.8%
Net Margin3.5%3.5%8.7%8.4%1.6%
Balance Sheet
Debt/Equity0.290.290.250.490.61
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$-437.1M$-437.1M$-210.1M$-445.8M$1.12B
Returns
ROE3.5%3.5%9.6%12.8%2.0%
Valuation
P/E25.7725.7719.78——
EV/EBITDA10.5410.5411.18——
P/B0.990.991.91——
Growth & Yield
Revenue Growth-6.2%-6.2%20.1%45.1%—
EPS Growth-65.0%-65.0%36.3%655.2%—

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

36.4%

muy exigente

EPS terminal req.

$24.24

Spread vs growth

-101.4%

5Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$29.33

Spread vs growth

-90.2%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$47.23

Spread vs growth

-82.3%

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 -57.6%

Total return

-57.6%

Start / end P/E

23.6x → 28.6x

EPS bridge

27.29 → 9.55

Residual

-13.7%

EPS growth-65.0%
Multiple rerating+21.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.7%

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.