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CMO.NZ$6.73+0.00%
Fair $6.73+0.0%

CMO.NZ

The Colonial Motor Company Limited

Consumer Cyclical / Auto & Truck DealershipsNZSE

$6.73

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $6.73Fund rank 25/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
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 $-36.0M · 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 10/100Data 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

3/9

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 0.8%, below the 5% threshold
Thesis & Journal · CMO.NZLocal privado en este navegador · The Colonial Motor Company 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

$220M

P/E

10.0x

↓

EV/EBITDA

7.8x

↓

ROE

0.8%

↓

Gross Margin

18.7%

↓

Debt/Equity

0.18

↓
52-Week Range$7
$7$9

TradingView lightweight chart

CMO.NZ price, volumen y niveles de valoración

Último $6.730Periodo +172.7%
Fair value: $6.730

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+4.0%

FCF CAGR

—

FCF margin

-5.8%

FCF / Net income

-12.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $4.5M · FCF $-58.4M

2021-FY → 2024-FY

Gross margin

18.7%+0.5% pts

Operating margin

4.1%-0.5% pts

Net margin

0.4%-2.3% pts

FCF margin

-5.8%-6.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.01B$1.01B$914.3M$999.0M$898.5M
Net Income$4.5M$4.5M$30.3M$33.3M$24.8M
EBITDA$39.8M$39.8M$62.5M$61.9M$47.2M
EPS0.140.140.851.01—
Gross Margin18.7%18.7%12.3%18.4%18.2%
Operating Margin4.1%4.1%-3.1%5.0%4.6%
Net Margin0.4%0.4%3.3%3.3%2.8%
Balance Sheet
Debt/Equity0.180.180.110.120.17
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-58.4M$-58.4M$-36.0M$43.1M$4.7M
Returns
ROE0.8%0.8%5.0%11.0%4.9%
Valuation
P/E10.0410.0410.809.51—
EV/EBITDA7.857.856.185.507.87
P/B0.380.380.541.040.59
Growth & Yield
Revenue Growth10.6%10.6%-8.5%11.2%—
EPS Growth-83.7%-83.7%-16.1%——
Dividend Yield5.2%5.2%———

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

62.6%

muy exigente

EPS terminal req.

$0.60

Spread vs growth

-146.3%

5Y implied EPS CAGR

39.1%

muy exigente

EPS terminal req.

$0.72

Spread vs growth

-122.7%

10Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$1.16

Spread vs growth

-107.4%

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 +3.4%

Total return

+3.4%

Start / end P/E

8.0x → 48.4x

EPS bridge

0.85 → 0.14

Residual

-420.3%

EPS growth-83.7%
Multiple rerating+502.2%
Dividend+5.2%
Residual / FX / buybacks / cross-term-420.3%

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.