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v0.1
CMDB$16.64+3.10%
Fair $16.64+0.0%

CMDB

Costamare Bulkers Holdings Limited

Industrials / Marine ShippingNYSE

$16.64

+0.50 (+3.10%)

Fairly Valued+0.0%Fair Value $16.64Fund rank 29/100 · Data gapFallback financials|
SA 43/C
F-Score: 2/9
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 19%

FCF escenarios

weak_data · normalized FCF $4000.00 · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

43/100

C

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -5.6%, below the 5% threshold
Thesis & Journal · CMDBLocal privado en este navegador · Costamare Bulkers Holdings Limited
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

$402M

P/E

N/A

•

EV/EBITDA

3076.8x

↑

ROE

-5.6%

↓

Gross Margin

12.4%

↓

Debt/Equity

0.29

↓
52-Week Range$17
$8$20

TradingView lightweight chart

CMDB price, volumen y niveles de valoración

Último $16.14Periodo +19.6%
Fair value: $16.64

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

+23.6%

FCF CAGR

-10.8%

FCF margin

7.4%

FCF / Net income

-1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $597.2M · net income $-37.4M · FCF $43.9M

2022-FY → 2025-FY

Gross margin

12.4%-61.9% pts

Operating margin

-3.2%-37.1% pts

Net margin

-6.3%-34.8% pts

FCF margin

7.4%-12.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$597.2M$597.2M—$663.1M$316.5M
Net Income$-37.4M$-37.4M$6000.00$-147.7M$90.4M
EBITDA$83000.00$83000.00$6000.00$-81.6M$148.9M
EPS-2.28-2.280.00-6.103.74
Gross Margin12.4%12.4%—2.2%74.3%
Operating Margin-3.2%-3.2%—-19.5%34.0%
Net Margin-6.3%-6.3%—-22.3%28.6%
Balance Sheet
Debt/Equity0.290.29—1.310.86
Current Ratio3.293.29———
Cash Flow
Free Cash Flow$43.9M$43.9M$4000.00$-272.7M$61.9M
Returns
ROE-5.6%-5.6%100.0%-31.1%20.3%
Valuation
EV/EBITDA3076.833076.83———
P/B0.410.41———
Growth & Yield
Revenue Growth———109.5%—
EPS Growth-919454.8%-919454.8%100.0%-263.3%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +77.8%

Total return

+77.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.00 → -2.28

Residual

+77.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+77.8%

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.