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Cofle S.p.A (CFL) Fair Value & Analysis

Consumer Cyclical · IT · Market cap €12.1M

CS Cofle S.p.A CFL · MI
Price€1.89
Fair Value€5.39
Upside+185.9%
Quality41/100
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Mixed Growth
Loss-making · -17.6% net margin
Low debt · negative free cash flow
Trails peers (3/10)
Narrow moat 20/100
Evidence: Low Range €3.47 – €7.32 Share as image

Fair value as of: Jul 24, 2026

From 4 valuation models · updated 17 days ago

Share price −11.5% over the past month.

Below-average quality, screening 186% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (41/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (€3.47). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (€3.47 to €7.32) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€16.57 €1.59 Fair Value €5.39 Nov 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

57‑month range €1.59 – €16.57 · fair‑value band €3.47 – €7.32 · the €1.89 price screens below the €5.39 fair value. Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Cofle S.p.A (CFL) currently trades at €1.89, while our model-based Fair Value estimate is €5.39, implying the stock looks roughly 185.9% undervalued today. The Quality Score stands at 41/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Over the trailing twelve months, Cofle S.p.A generated revenue of €49.2M at a net margin of -17.6%. Revenue declined 15.6% year over year. It earns a return on equity of -42.9%. Net debt stands at €14.0M. Fundamentals as of Jul 24, 2026

Our scenario range runs from €3.47 (bear case) to €7.32 (bull case); at €1.89, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 55% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at 186%, CFL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM €1.50 €2.52 €3.27 70
DDM Multi-Stage €1.50 €2.29 €2.71 61
EV/EBITDA €6.31 €8.23 €10.16 54
All 4 models by family
Dividend Discount
Gordon GGM €1.50 €2.52 €3.27 70
DDM Multi-Stage €1.50 €2.29 €2.71 61
Multiples
EV/EBITDA €6.31 €8.23 €10.16 54
Asset-Based
NCAV (Graham) €1.99 €2.67 €3.99 50

Widest divergence: Multiples (€8.23) versus Dividend Discount (€2.29). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) €49.2M
Revenue growth (YoY) -15.6%
Net margin -17.6%
Return on equity -42.9%
Free cash flow −€8.1M FY2024
Operating margin -15.4%
More key figures
EPS (TTM) €-1.43
EPS growth (YoY) -78.5%
Net debt €14.0M FY2024

Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 40 · Market factors (momentum, volatility) 28

Profitability 29
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 3
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 77
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 16
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 70
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Cofle S.p.A. engages in the design, production, sale, and marketing of control cables and control systems worldwide. The company offers original equipment, such as cables, control systems, gearshift systems, steering columns and motion driving systems, die castings, sheet metals, and plastic products. It also provides control cables and brake hoses. Cofle S.

Full company description

Cofle S.p.A. engages in the design, production, sale, and marketing of control cables and control systems worldwide. The company offers original equipment, such as cables, control systems, gearshift systems, steering columns and motion driving systems, die castings, sheet metals, and plastic products. It also provides control cables and brake hoses. Cofle S.p.A. was founded in 1964 and is headquartered in Milan, Italy.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Cofle S.p.A reported revenue of €59.9M in FY2024 versus €37.4M in FY2020, a compound +12.5%/yr. Reported net income was −€5.3M in FY2024.

Growth Quality 19/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
€59.9M
Latest YoY
−1.2%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.3%
Revenue +12.5%/yr
FY20 €37.4M
FY21 €53.9M
FY22 €56.7M
FY23 €60.6M
FY24 €59.9M
Net income
FY20 €3.4M
FY21 €8.2M
FY22 €2.3M
FY23 €360K
FY24 −€5.3M

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Cite: Fair Value Calculator (2026). "Cofle S.p.A Fair Value". https://www.fairvalue-calculator.com/stock/CFL

Peer Group

Auto Parts · 642 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Bottom 25%
Fair Value upside +186% · Top 25%
Return on assets -5% · Bottom 25%
Net margin (TTM) -18% · Bottom 25%
Operating margin (TTM) -15% · Bottom 25%
Revenue growth -16% · Bottom 25%
Debt / equity 0.20× · Higher than median

Valuation Multiples vs Auto Parts median · lower = cheaper

P/B 0.58× · Cheaper than 75% of peers
P/S (TTM) 0.28× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 16
FUTURE 0 · sector 23
PAST 0 · sector 26
HEALTH 90 · sector 95
DIVIDEND 0 · sector 30

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Uno Minda Limited UNOMINDA ₹1,158 ₹426.57 -63%
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Hankook Tire & Technology Co 161390 73,600 KRW 196,479 KRW +167%
MRF Limited MRF ₹131,025 ₹125,849 -4%
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Frequently asked questions

Is Cofle S.p.A (CFL) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of €5.39 versus a price of €1.89, about +186% (undervalued).
What is the fair value of CFL?
Our model-based fair value for Cofle S.p.A is €5.39 (as of Jul 24, 2026), built from audited fundamentals. The current price is €1.89.
What is the quality score of CFL?
Cofle S.p.A has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Cofle S.p.A (CFL)?
Cofle S.p.A reported trailing-twelve-month revenue of about €49.2M (latest available figure, as of Jul 24, 2026).
What is the net profit margin of CFL?
The net profit margin of Cofle S.p.A is about -17.6%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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