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COMB.BR$316.00-1.25%
Fair $316.00+0.0%

COMB.BR

Compagnie du Bois Sauvage S.A.

Consumer Defensive / ConfectionersBrussels

$316.00

-4.00 (-1.25%)

Fairly Valued+0.0%Fair Value $316.00Fund rank 34/100 · Data gapFallback financials|
SA 59/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.0M · quality 71.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

59/100

C

Piotroski

4/9

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 · COMB.BRLocal privado en este navegador · Compagnie du Bois Sauvage S.A.
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

$507M

P/E

13.6x

↓

EV/EBITDA

6.1x

↓

ROE

7.2%

↑

Gross Margin

38.3%

↑

Debt/Equity

0.27

↓
52-Week Range$316
$234$336

TradingView lightweight chart

COMB.BR price, volumen y niveles de valoración

Último $316.00Periodo +105.2%
Fair value: $316.00

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

+7.6%

FCF CAGR

+8.8%

FCF margin

14.0%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $333.3M · net income $37.8M · FCF $46.7M

2022-FY → 2025-FY

Gross margin

38.3%+2.3% pts

Operating margin

28.3%+15.4% pts

Net margin

11.3%-29.0% pts

FCF margin

14.0%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$333.3M$333.3M$322.7M$299.7M$267.9M
Net Income$37.8M$37.8M$-69.8M$-27.8M$108.1M
EBITDA$94.1M$94.1M$-17.6M$16.8M$150.9M
EPS———-16.8464.73
Gross Margin38.3%38.3%40.5%40.5%36.0%
Operating Margin28.3%28.3%-6.8%3.2%12.9%
Net Margin11.3%11.3%-21.6%-9.3%40.3%
Balance Sheet
Debt/Equity0.270.270.230.160.29
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$46.7M$46.7M$22.3M$33.0M$36.2M
Returns
ROE7.2%7.2%-13.8%-4.7%16.8%
Valuation
P/E13.6013.60——5.07
EV/EBITDA6.126.12—30.783.86
P/B0.970.970.740.780.85
Growth & Yield
Revenue Growth3.3%3.3%7.7%11.9%—
EPS Growth———-126.0%—
Dividend Yield2.7%2.7%———

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 +29.1%

Total return

+29.1%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+26.4%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term+26.4%

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.