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CHRT.L$1300.00-1.81%
Fair $1300.00+0.0%

CHRT.L

Cohort plc

Industrials / Aerospace & DefenseLSE

$1300.00

-24.00 (-1.81%)

Fairly Valued+0.0%Fair Value $1300.00Fund rank 36/100 · Data gapFallback financials|
SA 57/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.4M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

57/100

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 · CHRT.LLocal privado en este navegador · Cohort plc
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

$596M

P/E

32.5x

↑

EV/EBITDA

1589.9x

↑

ROE

12.1%

↑

Gross Margin

33.5%

↑

Debt/Equity

0.50

↑
52-Week Range$1300
$881$1796

TradingView lightweight chart

CHRT.L price, volumen y niveles de valoración

Último $1,300Periodo +831.9%
Fair value: $1,300

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

+25.2%

FCF CAGR

+29.4%

FCF margin

14.1%

FCF / Net income

1.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $270.0M · net income $19.2M · FCF $38.0M

2022-FY → 2025-FY

Gross margin

33.5%-7.6% pts

Operating margin

10.3%+4.0% pts

Net margin

7.1%+0.4% pts

FCF margin

14.1%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$270.0M$270.0M$202.5M$182.7M$137.8M
Net Income$19.2M$19.2M$15.3M$11.4M$9.2M
EBITDA$35.6M$35.6M$29.2M$23.1M$21.8M
EPS0.440.440.380.280.22
Gross Margin33.5%33.5%37.7%35.5%41.1%
Operating Margin10.3%10.3%10.5%8.3%6.3%
Net Margin7.1%7.1%7.6%6.2%6.7%
Balance Sheet
Debt/Equity0.500.500.370.460.47
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$38.0M$38.0M$16.4M$11.1M$17.5M
Returns
ROE12.1%12.1%14.1%11.7%11.0%
Valuation
P/E32.5032.502158.011651.112457.63
EV/EBITDA1589.931589.931129.45812.521038.06
P/B356.52356.52304.12193.26269.32
Growth & Yield
Revenue Growth33.3%33.3%10.8%32.6%—
EPS Growth17.3%17.3%35.4%24.3%—
Dividend Yield1.3%1.3%———

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

538.8%

muy exigente

EPS terminal req.

$115.35

Spread vs growth

-521.5%

5Y implied EPS CAGR

216.1%

muy exigente

EPS terminal req.

$139.58

Spread vs growth

-198.8%

10Y implied EPS CAGR

86.5%

muy exigente

EPS terminal req.

$224.79

Spread vs growth

-69.1%

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 -14.4%

Total return

-14.4%

Start / end P/E

4088.0x → 2937.9x

EPS bridge

0.38 → 0.44

Residual

-4.9%

EPS growth+17.3%
Multiple rerating-28.1%
Dividend+1.3%
Residual / FX / buybacks / cross-term-4.9%

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.