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CPHN.SW$58.00-0.68%
Fair $58.00+0.0%

CPHN.SW

CPH Group AG

Basic Materials / Paper & Paper ProductsSwiss

$58.00

-0.40 (-0.68%)

Fairly Valued+0.0%Fair Value $58.00Fund rank 34/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $22.7M · quality 72.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

46/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · CPHN.SWLocal privado en este navegador · CPH Group AG
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

$348M

P/E

14.9x

↓

EV/EBITDA

7.6x

↓

ROE

11.5%

↑

Gross Margin

47.7%

↑

Debt/Equity

0.26

↑
52-Week Range$58
$54$80

TradingView lightweight chart

CPHN.SW price, volumen y niveles de valoración

Último $58.00Periodo -23.2%
Fair value: $58.00

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

-22.8%

FCF CAGR

-41.4%

FCF margin

3.8%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $334.1M · net income $23.4M · FCF $12.8M

2022-FY → 2025-FY

Gross margin

47.7%+10.1% pts

Operating margin

9.8%-5.7% pts

Net margin

7.0%-6.9% pts

FCF margin

3.8%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$334.1M$334.1M$447.9M$624.0M$725.4M
Net Income$23.4M$23.4M$4.6M$78.9M$101.0M
EBITDA$49.1M$49.1M$30.9M$112.6M$121.1M
EPS3.903.900.7813.1516.83
Gross Margin47.7%47.7%36.2%39.5%37.7%
Operating Margin9.8%9.8%6.7%13.3%15.5%
Net Margin7.0%7.0%1.0%12.6%13.9%
Balance Sheet
Debt/Equity0.260.260.090.000.25
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$12.8M$12.8M$22.7M$75.2M$63.7M
Returns
ROE11.5%11.5%2.2%18.1%25.4%
Valuation
P/E14.8714.8799.236.464.75
EV/EBITDA7.627.6214.613.583.59
P/B1.711.712.221.171.21
Growth & Yield
Revenue Growth-25.4%-25.4%-28.2%-14.0%—
EPS Growth400.0%400.0%-94.1%-21.9%—
Dividend Yield3.5%3.5%———

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

9.7%

razonable

EPS terminal req.

$5.15

Spread vs growth

390.3%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$6.23

Spread vs growth

390.2%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$10.03

Spread vs growth

390.1%

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 -11.8%

Total return

-11.8%

Start / end P/E

87.7x → 14.9x

EPS bridge

0.78 → 3.90

Residual

-332.2%

EPS growth+400.0%
Multiple rerating-83.0%
Dividend+3.5%
Residual / FX / buybacks / cross-term-332.2%

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.