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v0.1
CLA-B.ST$47.70-1.19%
Fair $47.70+0.0%

CLA-B.ST

Cloetta AB (publ)

Consumer Defensive / ConfectionersStockholm

$47.70

-0.60 (-1.19%)

Fairly Valued+0.0%Fair Value $47.70Fund rank 37/100 · Data gapFallback financials|
SA 63/B
F-Score: 8/9

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 $602.0M · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

63/100

B

Piotroski

8/9

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 · CLA-B.STLocal privado en este navegador · Cloetta AB (publ)
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

$13.7B

P/E

18.1x

↑

EV/EBITDA

10.5x

↑

ROE

13.9%

↑

Gross Margin

36.2%

↑

Debt/Equity

0.28

↓
52-Week Range$48
$31$55

TradingView lightweight chart

CLA-B.ST price, volumen y niveles de valoración

Último $49.70Periodo +392.8%
Fair value: $47.70

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

+7.5%

FCF CAGR

+44.7%

FCF margin

10.8%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.53B · net income $791.0M · FCF $924.0M

2022-FY → 2025-FY

Gross margin

36.2%+5.2% pts

Operating margin

13.0%+6.2% pts

Net margin

9.3%+5.3% pts

FCF margin

10.8%+6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.53B$8.53B$8.61B$8.30B$6.87B
Net Income$791.0M$791.0M$477.0M$437.0M$275.0M
EBITDA$1.38B$1.38B$1.13B$1.05B$657.0M
EPS2.782.781.671.530.96
Gross Margin36.2%36.2%33.3%30.7%31.0%
Operating Margin13.0%13.0%9.4%8.9%6.8%
Net Margin9.3%9.3%5.5%5.3%4.0%
Balance Sheet
Debt/Equity0.280.280.460.490.50
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$924.0M$924.0M$602.0M$496.0M$305.0M
Returns
ROE13.9%13.9%8.8%8.6%5.5%
Valuation
P/E18.1418.1415.0512.1122.65
EV/EBITDA10.4810.487.746.7712.39
P/B2.382.381.321.041.25
Growth & Yield
Revenue Growth-1.0%-1.0%3.8%20.8%—
EPS Growth66.5%66.5%9.2%59.4%—
Dividend Yield2.8%2.8%———

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

15.0%

exigente

EPS terminal req.

$4.23

Spread vs growth

51.4%

5Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$5.12

Spread vs growth

53.5%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$8.25

Spread vs growth

55.0%

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 +45.1%

Total return

+45.1%

Start / end P/E

20.9x → 17.9x

EPS bridge

1.67 → 2.78

Residual

-9.6%

EPS growth+66.5%
Multiple rerating-14.5%
Dividend+2.8%
Residual / FX / buybacks / cross-term-9.6%

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.