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COMPEAU.BO$382.95+1.78%
Fair $382.95+0.0%

COMPEAU.BO

Competent Automobiles Company Limited

Consumer Cyclical / Auto & Truck DealershipsBSE

$382.95

+6.55 (+1.78%)

Fairly Valued+0.0%Fair Value $382.95Fund rank 23/100 · Data gapFallback financials|
SA 37/D
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-91.8M · quality 34.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

37/100

D

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 · COMPEAU.BOLocal privado en este navegador · Competent Automobiles Company Limited
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

$2.4B

P/E

12.2x

↓

EV/EBITDA

6.6x

↓

ROE

5.9%

↑

Gross Margin

10.7%

↓

Debt/Equity

1.12

↑
52-Week Range$383
$320$444

TradingView lightweight chart

COMPEAU.BO price, volumen y niveles de valoración

Último $375.35Periodo +3027.9%
Fair value: $382.95

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

+19.8%

FCF CAGR

+122.3%

FCF margin

0.2%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.39B · net income $215.0M · FCF $48.1M

2022-FY → 2025-FY

Gross margin

10.7%-0.9% pts

Operating margin

2.4%+0.1% pts

Net margin

1.0%-0.6% pts

FCF margin

0.2%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.39B$21.39B$21.16B$17.30B$12.44B
Net Income$215.0M$215.0M$275.6M$247.3M$194.6M
EBITDA$898.1M$898.1M$856.3M$702.8M$596.1M
EPS34.9834.9845.6040.2431.66
Gross Margin10.7%10.7%10.0%10.4%11.6%
Operating Margin2.4%2.4%2.6%2.5%2.3%
Net Margin1.0%1.0%1.3%1.4%1.6%
Balance Sheet
Debt/Equity1.121.120.940.740.71
Cash Flow
Free Cash Flow$48.1M$48.1M$-899.8M$-91.8M$4.4M
Returns
ROE5.9%5.9%8.0%8.0%6.8%
Valuation
P/E12.1912.1910.565.335.80
EV/EBITDA6.586.587.064.774.43
P/B0.640.640.860.420.40
Growth & Yield
Revenue Growth1.1%1.1%22.3%39.1%—
EPS Growth-23.3%-23.3%13.3%27.1%—
Dividend Yield0.3%0.3%———

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

-1.0%

fácil

EPS terminal req.

$33.98

Spread vs growth

-22.3%

5Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$41.12

Spread vs growth

-26.6%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$66.22

Spread vs growth

-29.9%

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 -7.7%

Total return

-7.7%

Start / end P/E

8.9x → 10.7x

EPS bridge

45.60 → 34.98

Residual

-4.7%

EPS growth-23.3%
Multiple rerating+20.0%
Dividend+0.3%
Residual / FX / buybacks / cross-term-4.7%

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.