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CMP$33.51+4.98%
Fair $33.51+0.0%

CMP

Compass Minerals International, Inc.

Basic Materials / Other Industrial Metals & MiningNYSE

$33.51

+1.59 (+4.98%)

Fairly Valued+0.0%Fair Value $33.51Fund rank 16/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
High DebtLow 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 17%

FCF escenarios

weak_data · normalized FCF $-48.3M · quality 13.7/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

35/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 2unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Debt-to-Equity ratio is 3.62, above the 2.0 threshold ROE is -34.1%, below the 5% threshold
Thesis & Journal · CMPLocal privado en este navegador · Compass Minerals International, Inc.
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

$1.4B

P/E

209.4x

↑

EV/EBITDA

18.6x

↑

ROE

-34.1%

↓

Gross Margin

15.3%

↓

Debt/Equity

3.62

↑
52-Week Range$34
$16$34

TradingView lightweight chart

CMP price, volumen y niveles de valoración

Último $33.51Periodo +143.7%
Fair value: $33.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

10.3%

FCF / Net income

-1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.24B · net income $-79.8M · FCF $128.0M

2008-FY → 2025-FY

Gross margin

15.3%— pts

Operating margin

6.4%— pts

Net margin

-6.4%— pts

FCF margin

10.3%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$1.24B$1.24B$1.12B$1.20B$1.25B$1.15B$1.00B$1.09B$1.08B$1.36B$1.14B——$0.00$0.00$0.00———
Net Income$-79.8M$-79.8M$-206.1M$10.5M$-21.1M$-185.7M$63.1M$60.8M$64.8M$42.7M$162.7M$159.2M$217.9M$130.8M$88.9M$149.0M$150.6M$163.9M$159.5M
EBITDA$118.0M$118.0M$-13.7M$181.7M$168.2M$235.1M$240.9M$257.5M$216.4M$281.4M$264.9M$299.7M$389.0M$258.6M$197.7M$280.0M$278.5M$313.9M$315.6M
EPS-1.91-1.91-4.990.37-0.73-5.491.821.761.901.254.794.696.443.882.654.454.514.924.81
Gross Margin15.3%15.3%17.5%19.3%16.0%19.9%21.9%21.4%17.0%23.9%26.3%————————
Operating Margin6.4%6.4%6.6%6.4%3.6%9.2%10.2%11.0%7.4%11.7%15.3%————————
Net Margin-6.4%-6.4%-18.4%0.9%-1.7%-16.2%6.3%5.6%6.0%3.1%14.3%————————
Balance Sheet
Debt/Equity3.623.622.951.553.573.143.392.482.491.931.671.120.950.860.950.731.392.18—
Current Ratio2.062.06—————————————————
Cash Flow
Free Cash Flow$128.0M$128.0M$-99.8M$-48.3M$23.8M——————————————
Returns
ROE-34.1%-34.1%-65.1%2.0%-8.0%-62.3%16.4%11.7%12.2%6.2%22.7%24.9%33.3%23.6%17.7%33.4%43.3%73.5%247.3%
Valuation
P/E209.44209.44—72.70———————————————
EV/EBITDA18.5618.56—10.2613.41——————————————
P/B5.995.991.572.115.11——————————————
Growth & Yield
Revenue Growth11.3%11.3%-7.2%-3.3%—14.0%-7.4%0.5%-20.9%19.9%—————————
EPS Growth61.7%61.7%-1448.6%150.7%—-401.6%3.4%-7.4%52.0%-73.9%2.1%-27.2%66.0%46.4%-40.4%-1.3%-8.3%2.3%—

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 +74.4%

Total return

+74.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.99 → -1.91

Residual

+74.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+74.4%

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.