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CNOB$29.67-1.33%
Fair $29.67+0.0%

CNOB

ConnectOne Bancorp, Inc.

Financial Services / Banks - RegionalNasdaqGS

$29.67

-0.40 (-1.33%)

Fairly Valued+0.0%Fair Value $29.67Fund rank 34/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 29.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

45/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
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.
Thesis & Journal · CNOBLocal privado en este navegador · ConnectOne Bancorp, 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

$1.5B

P/E

16.0x

↑

EV/EBITDA

N/A

•

ROE

5.1%

↓

Gross Margin

N/A

•

Debt/Equity

0.72

↑
52-Week Range$30
$22$31

TradingView lightweight chart

CNOB price, volumen y niveles de valoración

Último $29.67Periodo +373.0%
Fair value: $29.67

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+13.3%

FCF CAGR

+17.2%

FCF margin

26.7%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $378.2M · net income $80.4M · FCF $101.0M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

21.3%+13.9% pts

FCF margin

26.7%+11.2% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$378.2M$378.2M$264.1M$269.1M$315.4M$301.7M$308.2M$271.5M$216.1M$181.3M$161.2M$141.0M$94.2M$57.3M$55.3M$51.9M$48.7M$51.1M
Net Income$80.4M$80.4M$73.8M$87.0M$125.2M$130.4M$71.3M$73.4M$60.4M$43.2M$31.1M$41.3M$18.6M$19.9M$17.5M$13.9M$7.0M$3.8M
EPS1.631.631.762.073.013.221.792.071.861.341.011.360.791.211.050.800.430.24
Net Margin21.3%21.3%27.9%32.3%39.7%43.2%23.1%27.0%27.9%23.8%19.3%29.3%19.7%34.8%31.7%26.8%14.4%7.4%
Balance Sheet
Debt/Equity0.720.720.630.840.87——0.680.981.190.901.411.110.87————
Cash Flow
Free Cash Flow$101.0M$101.0M$56.9M$85.5M$173.5M$199.5M$78.9M$59.2M$87.0M$128.5M$47.0M$42.4M$28.6M$22.2M$20.2M$17.8M$17.3M$7.9M
Returns
ROE5.1%5.1%5.9%7.2%10.6%11.6%7.8%10.0%9.8%7.6%5.9%8.7%4.2%11.8%————
Valuation
P/E15.9515.9513.1711.178.36—————————————
P/B0.860.860.720.740.85—————————————
Growth & Yield
Revenue Growth43.2%43.2%-1.9%-14.7%—-2.1%13.5%25.6%19.2%12.5%14.4%49.6%64.5%3.6%6.4%6.6%-4.7%—
EPS Growth-7.4%-7.4%-15.0%-31.2%—79.9%-13.5%11.3%38.8%32.7%-25.7%72.2%-34.7%15.2%31.3%86.0%79.2%—
Dividend Yield2.6%2.6%————————————————

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

17.3%

exigente

EPS terminal req.

$2.63

Spread vs growth

-24.7%

5Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$3.19

Spread vs growth

-21.7%

10Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$5.13

Spread vs growth

-19.5%

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 +31.8%

Total return

+31.8%

Start / end P/E

13.1x → 18.2x

EPS bridge

1.76 → 1.63

Residual

-2.9%

EPS growth-7.4%
Multiple rerating+39.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-2.9%

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.