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CWC.DE$100.40+0.50%
Fair $100.40+0.0%

CWC.DE

CEWE Stiftung & Co. KGaA

Consumer Cyclical / Personal ServicesXETRA

$100.40

+0.50 (+0.50%)

Fairly Valued+0.0%Fair Value $100.40Fund rank 36/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $75.7M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

59/100

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: 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 · CWC.DELocal privado en este navegador · CEWE Stiftung & Co. KGaA
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

$683M

P/E

12.5x

↓

EV/EBITDA

4.1x

↓

ROE

14.2%

↑

Gross Margin

78.7%

↑

Debt/Equity

0.10

↓
52-Week Range$100
$89$106

TradingView lightweight chart

CWC.DE price, volumen y niveles de valoración

Último $100.40Periodo +394.6%
Fair value: $100.40

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

+6.1%

FCF CAGR

+40.7%

FCF margin

8.8%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $860.1M · net income $60.1M · FCF $75.7M

2021-FY → 2024-FY

Gross margin

78.7%+0.8% pts

Operating margin

10.5%-0.0% pts

Net margin

7.0%+0.2% pts

FCF margin

8.8%+5.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$860.1M$860.1M$805.7M$761.9M$719.9M
Net Income$60.1M$60.1M$57.3M$51.1M$48.9M
EBITDA$142.7M$142.7M$142.2M$128.5M$126.7M
EPS8.638.638.107.196.72
Gross Margin78.7%78.7%77.3%76.7%77.9%
Operating Margin10.5%10.5%10.9%10.6%10.5%
Net Margin7.0%7.0%7.1%6.7%6.8%
Balance Sheet
Debt/Equity0.100.100.120.140.16
Cash Flow
Free Cash Flow$75.7M$75.7M$77.9M$38.0M$27.1M
Returns
ROE14.2%14.2%14.7%14.1%14.6%
Valuation
P/E12.4612.4612.3712.7518.07
EV/EBITDA4.154.154.494.906.73
P/B1.651.651.821.802.63
Growth & Yield
Revenue Growth6.8%6.8%5.7%5.8%—
EPS Growth6.5%6.5%12.7%7.0%—
Dividend Yield3.0%3.0%———

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

1.1%

fácil

EPS terminal req.

$8.91

Spread vs growth

5.5%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$10.78

Spread vs growth

2.0%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$17.36

Spread vs growth

-0.7%

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 +3.2%

Total return

+3.2%

Start / end P/E

12.4x → 11.6x

EPS bridge

8.10 → 8.63

Residual

-0.4%

EPS growth+6.5%
Multiple rerating-6.0%
Dividend+3.0%
Residual / FX / buybacks / cross-term-0.4%

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.