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CHEMM.CO$357.40-4.69%
Fair $357.40+0.0%

CHEMM.CO

ChemoMetec A/S

Healthcare / Medical DevicesCopenhagen

$357.40

-17.60 (-4.69%)

Fairly Valued+0.0%Fair Value $357.40Fund rank 37/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $113.3M · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

54/100

C

Piotroski

6/9

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 · CHEMM.COLocal privado en este navegador · ChemoMetec 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

$6.2B

P/E

35.2x

↑

EV/EBITDA

22.5x

↑

ROE

27.7%

↑

Gross Margin

93.9%

↑

Debt/Equity

0.01

↓
52-Week Range$357
$235$804

TradingView lightweight chart

CHEMM.CO price, volumen y niveles de valoración

Último $357.40Periodo +1524.5%
Fair value: $357.40

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

+5.0%

FCF CAGR

+5.7%

FCF margin

28.8%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $495.6M · net income $186.4M · FCF $142.7M

2022-FY → 2025-FY

Gross margin

93.9%+4.2% pts

Operating margin

47.7%+0.4% pts

Net margin

37.6%+0.4% pts

FCF margin

28.8%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$495.6M$495.6M$407.9M$444.4M$428.4M
Net Income$186.4M$186.4M$136.3M$178.7M$159.5M
EBITDA$262.1M$262.1M$194.0M$251.8M$224.8M
EPS10.7110.717.8310.279.16
Gross Margin93.9%93.9%90.1%92.6%89.7%
Operating Margin47.7%47.7%41.4%51.9%47.3%
Net Margin37.6%37.6%33.4%40.2%37.2%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio3.933.93———
Cash Flow
Free Cash Flow$142.7M$142.7M$85.5M$113.3M$120.9M
Returns
ROE27.7%27.7%24.1%33.5%44.6%
Valuation
P/E35.1835.1846.0542.5187.17
EV/EBITDA22.4522.4530.8528.9460.91
P/B9.249.2411.1014.2538.90
Growth & Yield
Revenue Growth21.5%21.5%-8.2%3.7%—
EPS Growth36.8%36.8%-23.8%12.1%—
Dividend Yield1.9%1.9%———

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

43.6%

muy exigente

EPS terminal req.

$31.71

Spread vs growth

-6.8%

5Y implied EPS CAGR

29.1%

muy exigente

EPS terminal req.

$38.37

Spread vs growth

7.7%

10Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$61.80

Spread vs growth

17.6%

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 -28.4%

Total return

-28.4%

Start / end P/E

65.5x → 33.4x

EPS bridge

7.83 → 10.71

Residual

-18.0%

EPS growth+36.8%
Multiple rerating-49.0%
Dividend+1.9%
Residual / FX / buybacks / cross-term-18.0%

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.