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CVT.NZ$0.69+1.47%
Fair $0.69+0.0%

CVT.NZ

Comvita Limited

Consumer Defensive / Packaged FoodsNZSE

$0.69

+0.01 (+1.47%)

Fairly Valued+0.0%Fair Value $0.69Fund rank 24/100 · Data gapFallback financials|
SA 29/D
F-Score: 1/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-6.6M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

29/100

D

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. ROE is -48.2%, below the 5% threshold
Thesis & Journal · CVT.NZLocal privado en este navegador · Comvita 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

$50M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-48.2%

↓

Gross Margin

55.2%

↑

Debt/Equity

0.68

↑
52-Week Range$1
$0$1

TradingView lightweight chart

CVT.NZ price, volumen y niveles de valoración

Último $0.690Periodo -70.0%
Fair value: $0.690

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.2%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $204.4M · net income $-77.4M · FCF $-4.4M

2021-FY → 2024-FY

Gross margin

55.2%+1.2% pts

Operating margin

-12.6%-12.2% pts

Net margin

-37.9%-42.8% pts

FCF margin

-2.1%-9.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$204.4M$204.4M$234.3M$209.1M$191.7M
Net Income$-77.4M$-77.4M$11.1M$12.8M$9.5M
EBITDA$-59.9M$-59.9M$35.5M$30.7M$26.3M
EPS-1.08-1.080.150.18—
Gross Margin55.2%55.2%58.0%60.4%54.0%
Operating Margin-12.6%-12.6%-0.1%3.6%-0.4%
Net Margin-37.9%-37.9%4.7%6.1%4.9%
Balance Sheet
Debt/Equity0.680.680.340.250.16
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$-4.4M$-4.4M$-12.4M$-6.6M$13.9M
Returns
ROE-48.2%-48.2%4.6%5.6%4.3%
Valuation
P/E——20.9118.91—
EV/EBITDA——8.469.1410.20
P/B0.310.310.971.061.13
Growth & Yield
Revenue Growth-12.8%-12.8%12.1%9.1%—
EPS Growth-804.5%-804.5%-13.6%——

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 +38.0%

Total return

+38.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.15 → -1.08

Residual

+38.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+38.0%

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.