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CSB.JO$11500.00-1.09%
Fair $11500.00+0.0%

CSB.JO

Cashbuild Limited

Consumer Cyclical / Home Improvement RetailJohannesburg

$11500.00

-130.00 (-1.09%)

Fairly Valued+0.0%Fair Value $11500.00Fund rank 28/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

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 19%

FCF escenarios

weak_data · normalized FCF $311.3M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

40/100

C

Piotroski

7/9

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 · CSB.JOLocal privado en este navegador · Cashbuild 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

11.7x

↓

EV/EBITDA

275.7x

↑

ROE

11.8%

↑

Gross Margin

24.8%

↓

Debt/Equity

0.75

↑
52-Week Range$11500
$10908$18299

TradingView lightweight chart

CSB.JO price, volumen y niveles de valoración

Último $11,800Periodo +4352.8%
Fair value: $11,500

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

+1.0%

FCF CAGR

+115.5%

FCF margin

10.8%

FCF / Net income

5.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.48B · net income $221.2M · FCF $1.24B

2022-FY → 2025-FY

Gross margin

24.8%-1.5% pts

Operating margin

2.4%-3.6% pts

Net margin

1.9%-2.3% pts

FCF margin

10.8%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.48B$11.48B$11.19B$10.65B$11.15B
Net Income$221.2M$221.2M$88.6M$106.3M$473.8M
EBITDA$884.1M$884.1M$724.5M$725.2M$1.33B
EPS10.3510.353.964.5620.89
Gross Margin24.8%24.8%24.7%25.4%26.3%
Operating Margin2.4%2.4%1.6%2.0%6.0%
Net Margin1.9%1.9%0.8%1.0%4.3%
Balance Sheet
Debt/Equity0.750.750.840.840.70
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$1.24B$1.24B$-196.4M$311.3M$124.1M
Returns
ROE11.8%11.8%4.9%5.5%20.3%
Valuation
P/E11.7111.714137.243841.311174.98
EV/EBITDA275.72275.72488.00536.74419.42
P/B129.47129.47194.19201.83238.29
Growth & Yield
Revenue Growth2.6%2.6%5.1%-4.4%—
EPS Growth161.2%161.2%-13.0%-78.2%—
Dividend Yield6.7%6.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

361.9%

muy exigente

EPS terminal req.

$1020.43

Spread vs growth

-200.7%

5Y implied EPS CAGR

160.2%

muy exigente

EPS terminal req.

$1234.72

Spread vs growth

1.0%

10Y implied EPS CAGR

69.2%

muy exigente

EPS terminal req.

$1988.54

Spread vs growth

92.0%

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 -12.5%

Total return

-12.5%

Start / end P/E

3680.6x → 1139.7x

EPS bridge

3.96 → 10.35

Residual

-111.3%

EPS growth+161.2%
Multiple rerating-69.0%
Dividend+6.7%
Residual / FX / buybacks / cross-term-111.3%

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.