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COCKERILL.BO$7594.40+0.50%
Fair $7594.40+0.0%

COCKERILL.BO

John Cockerill India Ltd

Industrials / Metal FabricationBSE

$7594.40

+37.50 (+0.50%)

Fairly Valued+0.0%Fair Value $7594.40Fund rank 31/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $664.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

48/100

C

Piotroski

6/9

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 4.9%, below the 5% threshold
Thesis & Journal · COCKERILL.BOLocal privado en este navegador · John Cockerill India Ltd
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

$37.5B

P/E

182.7x

↑

EV/EBITDA

176.9x

↑

ROE

4.9%

↓

Gross Margin

54.8%

↑

Debt/Equity

0.03

↓
52-Week Range$7594
$2713$8083

TradingView lightweight chart

COCKERILL.BO price, volumen y niveles de valoración

Último $7,594Periodo +83.6%
Fair value: $7,594

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

-1.4%

FCF CAGR

+84.7%

FCF margin

42.7%

FCF / Net income

14.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.58B · net income $103.1M · FCF $1.53B

2022-FY → 2025-FY

Gross margin

54.8%+29.9% pts

Operating margin

4.7%+2.2% pts

Net margin

2.9%+1.6% pts

FCF margin

42.7%+36.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.58B$3.58B$3.89B$4.80B$3.73B
Net Income$103.1M$103.1M$-53.8M$128.9M$46.4M
EBITDA$205.4M$205.4M$10.9M$213.7M$92.6M
EPS20.8920.89-10.9026.109.40
Gross Margin54.8%54.8%37.1%22.8%24.9%
Operating Margin4.7%4.7%-2.5%0.9%2.5%
Net Margin2.9%2.9%-1.4%2.7%1.2%
Balance Sheet
Debt/Equity0.030.030.020.000.00
Cash Flow
Free Cash Flow$1.53B$1.53B$-769.6M$664.3M$242.3M
Returns
ROE4.9%4.9%-2.7%6.7%2.6%
Valuation
P/E182.73182.73———
EV/EBITDA176.91176.911890.03——
P/B17.8417.8410.44——
Growth & Yield
Revenue Growth-8.0%-8.0%-19.0%28.8%—
EPS Growth291.7%291.7%-141.8%177.7%—
Dividend Yield0.1%0.1%———

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

218.3%

muy exigente

EPS terminal req.

$673.88

Spread vs growth

73.3%

5Y implied EPS CAGR

108.1%

muy exigente

EPS terminal req.

$815.39

Spread vs growth

183.5%

10Y implied EPS CAGR

51.3%

muy exigente

EPS terminal req.

$1313.19

Spread vs growth

240.4%

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 +167.6%

Total return

+167.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-10.90 → 20.89

Residual

+167.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+167.5%

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.