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COBH.BR$1470.00-3.29%
Fair $1470.00+0.0%

COBH.BR

Brouwerij Handelsmaatschappij NV

Consumer Defensive / Beverages - BrewersBrussels

$1470.00

-50.00 (-3.29%)

Fairly Valued+0.0%Fair Value $1470.00Fund rank 32/100 · Data gapFallback financials|
SA 15/F
F-Score: 1/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF n/d · quality 66.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

15/100

F

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -12.6%, below the 5% threshold
Thesis & Journal · COBH.BRLocal privado en este navegador · Brouwerij Handelsmaatschappij NV
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

$110M

P/E

N/A

•

EV/EBITDA

44.6x

↑

ROE

-12.6%

↓

Gross Margin

38.2%

↑

Debt/Equity

0.28

↓
52-Week Range$1470
$1400$1790

TradingView lightweight chart

COBH.BR price, volumen y niveles de valoración

Último $1,470Periodo +249.2%
Fair value: $1,470

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

-0.9%

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $109.1M · net income $-11.4M · FCF —

2022-FY → 2025-FY

Gross margin

38.2%-7.4% pts

Operating margin

-0.5%-7.5% pts

Net margin

-10.5%-14.7% pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$109.1M$109.1M$112.1M$118.9M$112.2M
Net Income$-11.4M$-11.4M$-8.2M$-4.4M$4.8M
EBITDA$2.9M$2.9M$6.2M$9.7M$19.1M
EPS——-109.09-58.7264.10
Gross Margin38.2%38.2%39.4%39.9%45.6%
Operating Margin-0.5%-0.5%-3.8%-1.8%7.0%
Net Margin-10.5%-10.5%-7.3%-3.7%4.3%
Balance Sheet
Debt/Equity0.280.280.280.240.15
Returns
ROE-12.6%-12.6%-8.0%-4.2%4.4%
Valuation
P/E————43.06
EV/EBITDA44.6144.6122.1419.6111.30
P/B1.221.221.111.621.88
Growth & Yield
Revenue Growth-2.7%-2.7%-5.7%5.9%—
EPS Growth——-85.8%-191.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -15.0%

Total return

-15.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-109.09 → n/d

Residual

-15.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.0%

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.