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CMO.PA$126.98+4.86%
Fair $126.98+0.0%

CMO.PA

Caisse Régionale de Crédit Agricole du Morbihan

Financial Services / Banks - RegionalParis

$126.98

+5.88 (+4.86%)

Fairly Valued+0.0%Fair Value $126.98Fund rank 24/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 12.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

46/100

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); financial Book/ROE targets are disabled until manually verified. ROE is 2.9%, below the 5% threshold
Thesis & Journal · CMO.PALocal privado en este navegador · Caisse Régionale de Crédit Agricole du Morbihan
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

$666M

P/E

9.7x

↓

EV/EBITDA

N/A

•

ROE

2.9%

↓

Gross Margin

N/A

•

Debt/Equity

0.01

↓
52-Week Range$127
$75$128

TradingView lightweight chart

CMO.PA price, volumen y niveles de valoración

Último $126.98Periodo +148.0%
Fair value: $126.98

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

-2.5%

FCF CAGR

—

FCF margin

17.6%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $234.4M · net income $68.7M · FCF $41.2M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

29.3%-3.2% pts

FCF margin

17.6%+138.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$234.4M$234.4M$233.0M$206.1M$252.8M
Net Income$68.7M$68.7M$68.8M$51.7M$82.3M
EPS13.1113.1113.169.8915.70
Net Margin29.3%29.3%29.5%25.1%32.6%
Balance Sheet
Debt/Equity0.010.010.020.010.02
Cash Flow
Free Cash Flow$41.2M$41.2M$-70.4M$-444.2M$-305.7M
Returns
ROE2.9%2.9%3.2%2.6%4.4%
Valuation
P/E9.689.685.376.423.77
P/B0.280.280.170.170.17
Growth & Yield
Revenue Growth0.6%0.6%13.1%-18.5%—
EPS Growth-0.3%-0.3%33.0%-37.0%—
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

-4.9%

fácil

EPS terminal req.

$11.27

Spread vs growth

4.6%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$13.63

Spread vs growth

-1.1%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$21.96

Spread vs growth

-5.6%

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 +60.5%

Total return

+60.5%

Start / end P/E

6.1x → 9.7x

EPS bridge

13.16 → 13.11

Residual

-0.2%

EPS growth-0.3%
Multiple rerating+58.3%
Dividend+2.8%
Residual / FX / buybacks / cross-term-0.2%

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.