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COS.AX$0.23+14.63%
Fair $0.23+0.0%

COS.AX

COSOL Limited

Technology / Information Technology ServicesASX

$0.23

+0.03 (+14.63%)

Fairly Valued+0.0%Fair Value $0.23Fund rank 34/100 · Data gapFallback financials|
SA 47/C
F-Score: 1/9
Margin Compression

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 $6.0M · quality 65.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

47/100

C

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · COS.AXLocal privado en este navegador · COSOL 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

$43M

P/E

11.8x

↓

EV/EBITDA

4.5x

↓

ROE

10.3%

↑

Gross Margin

31.8%

↓

Debt/Equity

0.42

↑
52-Week Range$0
$0$1

TradingView lightweight chart

COS.AX price, volumen y niveles de valoración

Último $0.235Periodo -38.2%
Fair value: $0.235

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

+34.3%

FCF CAGR

-3.9%

FCF margin

5.2%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $116.8M · net income $7.9M · FCF $6.0M

2022-FY → 2025-FY

Gross margin

31.8%-6.7% pts

Operating margin

11.0%-5.3% pts

Net margin

6.8%-4.7% pts

FCF margin

5.2%-8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$116.8M$116.8M$101.9M$75.1M$48.2M
Net Income$7.9M$7.9M$8.5M$8.0M$5.5M
EBITDA$15.8M$15.8M$15.1M$11.6M$8.4M
EPS0.040.040.050.050.04
Gross Margin31.8%31.8%33.6%35.7%38.4%
Operating Margin11.0%11.0%13.1%14.7%16.3%
Net Margin6.8%6.8%8.4%10.6%11.5%
Balance Sheet
Debt/Equity0.420.420.360.350.27
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$6.0M$6.0M$6.0M$3.5M$6.8M
Returns
ROE10.3%10.3%12.3%18.7%16.0%
Valuation
P/E11.7511.7523.4415.7515.08
EV/EBITDA4.544.5414.4711.7410.25
P/B0.590.592.882.952.42
Growth & Yield
Revenue Growth14.6%14.6%35.7%55.7%—
EPS Growth-12.0%-12.0%-8.5%34.4%—
Dividend Yield9.9%9.9%———

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

-20.1%

fácil

EPS terminal req.

$0.02

Spread vs growth

8.1%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$0.03

Spread vs growth

-2.8%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$0.04

Spread vs growth

-12.0%

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 -57.9%

Total return

-57.9%

Start / end P/E

15.7x → 5.7x

EPS bridge

0.05 → 0.04

Residual

+7.6%

EPS growth-12.0%
Multiple rerating-63.4%
Dividend+9.9%
Residual / FX / buybacks / cross-term+7.6%

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.