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COF.AX$0.89-2.20%
Fair $0.89+0.0%

COF.AX

Centuria Office REIT

Real Estate / REIT - OfficeASX

$0.89

-0.02 (-2.20%)

Fairly Valued+0.0%Fair Value $0.89Fund rank 30/100 · Data gapFallback financials|
SA 22/D
F-Score: 3/9
Declining RevenueMargin CompressionLow 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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 0.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

22/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -2.0%, below the 5% threshold
Thesis & Journal · COF.AXLocal privado en este navegador · Centuria Office REIT
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

$532M

P/E

8.1x

↓

EV/EBITDA

49.3x

↑

ROE

-2.0%

↓

Gross Margin

92.9%

↑

Debt/Equity

0.91

↑
52-Week Range$1
$1$1

TradingView lightweight chart

COF.AX price, volumen y niveles de valoración

Último $0.890Periodo -56.5%
Fair value: $0.890

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

-2.8%

FCF CAGR

-17.8%

FCF margin

34.7%

FCF / Net income

-2.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $153.5M · net income $-19.8M · FCF $53.3M

2022-FY → 2025-FY

Gross margin

92.9%+0.5% pts

Operating margin

58.3%-4.9% pts

Net margin

-12.9%-81.8% pts

FCF margin

34.7%-22.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$153.5M$153.5M$160.8M$166.8M$167.0M
Net Income$-19.8M$-19.8M$-168.7M$-91.9M$115.0M
EBITDA$28.9M$28.9M$-122.9M$-55.1M$134.3M
EPS-0.03-0.03-0.28-0.150.20
Gross Margin92.9%92.9%92.5%92.1%92.4%
Operating Margin58.3%58.3%60.1%62.2%63.1%
Net Margin-12.9%-12.9%-104.9%-55.1%68.9%
Balance Sheet
Debt/Equity0.910.910.800.700.58
Current Ratio2.712.71———
Cash Flow
Free Cash Flow$53.3M$53.3M$63.9M$72.9M$96.0M
Returns
ROE-2.0%-2.0%-15.7%-7.0%7.7%
Valuation
P/E8.098.09——8.71
EV/EBITDA49.3249.32——13.68
P/B0.530.530.640.630.67
Growth & Yield
Revenue Growth-4.5%-4.5%-3.6%-0.1%—
EPS Growth88.3%88.3%-83.4%-177.3%—
Dividend Yield11.1%11.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -15.9%

Total return

-15.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.28 → -0.03

Residual

-27.0%

EPS growthn/d
Multiple reratingn/d
Dividend+11.1%
Residual / FX / buybacks / cross-term-27.0%

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.