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CNCJO-B.ST$49.20-0.40%
Fair $49.20+0.0%

CNCJO-B.ST

Concejo AB (publ)

Industrials / Building Products & EquipmentStockholm

$49.20

-0.20 (-0.40%)

Fairly Valued+0.0%Fair Value $49.20Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-9.0M · quality 48.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

51/100

C

Piotroski

7/9

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 · CNCJO-B.STLocal privado en este navegador · Concejo 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

$576M

P/E

3.0x

↓

EV/EBITDA

6.9x

↓

ROE

8.2%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.06

↓
52-Week Range$49
$38$54

TradingView lightweight chart

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

Último $49.20Periodo +85.6%
Fair value: $49.20

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

+12.0%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $522.0M · net income $50.4M · FCF $-2.4M

2022-FY → 2025-FY

Gross margin

42.5%-2.0% pts

Operating margin

0.8%+5.6% pts

Net margin

9.7%+60.6% pts

FCF margin

-0.5%+15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$522.0M$522.0M$576.3M$535.2M$371.7M
Net Income$50.4M$50.4M$-46.4M$16.3M$-189.4M
EBITDA$76.9M$76.9M$-8.1M$48.4M$-163.8M
EPS4.314.31-3.971.39-16.19
Gross Margin42.5%42.5%39.8%41.8%44.5%
Operating Margin0.8%0.8%-6.3%5.7%-4.7%
Net Margin9.7%9.7%-8.1%3.0%-51.0%
Balance Sheet
Debt/Equity0.060.060.130.110.15
Current Ratio2.602.60———
Cash Flow
Free Cash Flow$-2.4M$-2.4M$-32.6M$-9.0M$-60.2M
Returns
ROE8.2%8.2%-6.9%2.1%-24.6%
Valuation
P/E2.992.99—22.01—
EV/EBITDA6.946.94—5.50—
P/B0.930.930.770.470.50
Growth & Yield
Revenue Growth-9.4%-9.4%7.7%44.0%—
EPS Growth208.6%208.6%-385.6%108.6%—
Dividend Yield2.0%2.0%———

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

0.4%

fácil

EPS terminal req.

$4.37

Spread vs growth

208.1%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$5.28

Spread vs growth

204.4%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$8.51

Spread vs growth

201.5%

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 +18.3%

Total return

+18.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-3.97 → 4.31

Residual

+16.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+16.3%

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.