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v0.1
KOF.PA$24.65-2.76%
Fair $24.65+0.0%

KOF.PA

Kaufman & Broad S.A.

Consumer Cyclical / Residential ConstructionParis

$24.65

-0.70 (-2.76%)

Fairly Valued+0.0%Fair Value $24.65Fund rank 33/100 · Data gapFallback financials|
SA 46/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $282.2M · quality 59.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

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 · KOF.PALocal privado en este navegador · Kaufman & Broad S.A.
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

$484M

P/E

9.1x

↓

EV/EBITDA

2.4x

↓

ROE

23.6%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.24

↓
52-Week Range$25
$24$34

TradingView lightweight chart

KOF.PA price, volumen y niveles de valoración

Último $24.65Periodo +109.8%
Fair value: $24.65

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

-4.8%

FCF CAGR

-18.3%

FCF margin

0.4%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.14B · net income $54.2M · FCF $4.4M

2022-FY → 2025-FY

Gross margin

19.5%+2.2% pts

Operating margin

8.0%+0.4% pts

Net margin

4.8%+1.0% pts

FCF margin

0.4%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.14B$1.14B$1.08B$1.41B$1.31B
Net Income$54.2M$54.2M$45.0M$60.2M$49.0M
EBITDA$92.8M$92.8M$85.7M$108.3M$87.5M
EPS2.732.732.313.102.31
Gross Margin19.5%19.5%19.3%18.3%17.4%
Operating Margin8.0%8.0%7.9%7.9%7.6%
Net Margin4.8%4.8%4.2%4.3%3.7%
Balance Sheet
Debt/Equity0.240.240.710.950.87
Current Ratio1.091.09———
Cash Flow
Free Cash Flow$4.4M$4.4M$282.2M$369.0M$8.1M
Returns
ROE23.6%23.6%20.4%27.2%20.3%
Valuation
P/E9.109.1013.979.5511.73
EV/EBITDA2.412.413.304.017.84
P/B2.132.132.852.602.38
Growth & Yield
Revenue Growth5.5%5.5%-23.6%7.2%—
EPS Growth18.2%18.2%-25.6%34.4%—
Dividend Yield8.9%8.9%———

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

-7.1%

fácil

EPS terminal req.

$2.19

Spread vs growth

25.4%

5Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$2.65

Spread vs growth

18.9%

10Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$4.26

Spread vs growth

13.7%

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 -17.4%

Total return

-17.4%

Start / end P/E

14.5x → 9.0x

EPS bridge

2.31 → 2.73

Residual

-6.9%

EPS growth+18.2%
Multiple rerating-37.7%
Dividend+8.9%
Residual / FX / buybacks / cross-term-6.9%

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.