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COFACE SA (COFA) Fair Value & Analysis

Financial Services · FR · Market cap €2.4B

CS COFACE SA COFA · PA
Price€16.06
Fair Value€18.79
Upside+17.0%
Quality54/100
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Healthy Growth
Solidly profitable · 11.7% net margin
Moderate debt · generates free cash flow
7.96% dividend yield
Mixed vs. peers (6/14)
Moderate moat 53/100
Evidence: High Range €14.09 – €23.48 Share as image

Fair value as of: Aug 13, 2026

From 6 valuation models · updated yesterday

Fair value updated Aug 13, 2026, revised from €19.31 to €18.79 (−2.7%) since Jul 15, 2026. Share price +0.3% over the past month.

A solid business, screening 17% undervalued on our models.

What matters now

  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
  • Our model range runs from €14.09 (bear) to €23.48 (bull), base €18.79. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 54/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

€16.22 €5.19 Fair Value €18.79 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range €5.19 – €16.22 · fair‑value band €14.09 – €23.48 · the €16.06 price screens below the €18.79 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

COFACE SA (COFA) currently trades at €16.06, while our model-based Fair Value estimate is €18.79, implying the stock looks roughly 17.0% undervalued today. The Quality Score stands at 54/100 (solid quality), in the Financial Services 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: high), always confirm before acting.

Over the trailing twelve months, COFACE SA generated revenue of €1.8B at a net margin of 11.7%. Revenue declined 0.1% year over year. It earns a return on equity of 9.5%. Net debt stands at €1.8B. Fundamentals as of Aug 13, 2026

Our scenario range runs from €14.09 (bear case) to €23.48 (bull case); at €16.06, the current price sits within 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 near its 52-week high and 24% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 53% fair-value upside, at 17%, COFA screens richer 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
Residual Income €12.94 €14.26 €18.80 76
Gordon GGM €12.28 €18.68 €25.36 70
P/E Multiple €14.48 €19.31 €24.13 63
All 6 models by family
Dividend Discount
Gordon GGM €12.28 €18.68 €25.36 70
DDM Multi-Stage €12.28 €17.42 €23.00 61
Multiples
P/E Multiple €14.48 €19.31 €24.13 63
P/B Multiple €15.54 €20.73 €25.91 55
Asset-Based
NCAV (Graham) €7.40 €9.92 €14.80 50
Economic Profit
Residual Income €12.94 €14.26 €18.80 76

Widest divergence: Multiples (€19.31) versus Asset-Based (€9.92). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) €1.8B
Revenue growth (YoY) -0.1%
Net margin 11.7%
Return on equity 9.5%
Free cash flow €160M FY2025
P/E ratio 11.2
More key figures
Operating margin 18.5%
EPS (TTM) €1.43
Dividend yield 8.0%
EPS growth (YoY) -13.7%
Net debt €1.8B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 50 · Market factors (momentum, volatility) 69

Profitability 36
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 48
Earnings quality: real cash, not paper profit
Fin. Strength 32
Balance sheet, leverage, solvency risk
Investment 70
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 49
Price trend over the last 3–12 months (market factor)
52W Momentum 69
Distance to the 52-week high (market factor)
Net Issuance 83
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

COFACE SA, through its subsidiaries, provides trade credit insurance products and services for small and medium enterprises, mid-market companies, international corporations, international companies, financial institutions, and clients of distribution partners.

Full company description

COFACE SA, through its subsidiaries, provides trade credit insurance products and services for small and medium enterprises, mid-market companies, international corporations, international companies, financial institutions, and clients of distribution partners. It offers insurance products, including TradeLiner; EasyLiner, a range of contracts for small and medium enterprises; GlobaLiner, that offers multinationals services, and management and oversight tools; CofaNet, a central internet portal that enables policyholders to manage their contracts; Coface Dashboard, a tool providing client risk analyses and reports; CofaMove, a mobile app that includes the key features of CofaNet; CofaServe, an API offer; and AlyX, a credit risk management software, as well as Single Risk medium-term insurance for commercial and political risks. The company also provides business information, debt collection, factoring and surety bonds services. In addition, it offers contract surety bonds, customs and excise bonds, environmental surety bonds, legal bonds for temporary employment companies, and payment guarantees. Further, the company provides Urba360, a universal risk business assessment; Full report that provides complete financial data, a score, a maximum recommended credit limit and debtor risk assessment using an 11-point scale; Snapshot report, an instant report that provides a summary of the key aspects needed to assess business partners; Score which determines a company's ability to meet its short-term financial commitments; Credit Opinions which provides a recommended outstanding amount for a company; compliance control tools; Portfolio Insights and Selectio, an interactive portfolio management tools; and Economic Insights. It has operations in Western Europe, Africa, Northern Europe, Central and Eastern Europe, the Mediterranean, North America, Latin America, and the Asia-Pacific. COFACE SA was founded in 1946 and is headquartered in Bois-Colombes, France.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

COFACE SA reported revenue of €1.9B in FY2025 versus €1.3B in FY2021, a compound +10.3%/yr. Reported net income was €222M in FY2025, compounding −0.2%/yr from FY2021.

Growth Quality 89/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
€1.9B
Latest YoY
+15.1%
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.
+6.4%
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.
+11.2%
Avg. growth/yr (25Y) 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.
+3.2%
Revenue +10.3%/yr
FY21 €1.3B
FY22 €1.6B
FY23 €1.6B
FY24 €1.6B
FY25 €1.9B
Net income −0.2%/yr
FY21 €224M
FY22 €240M
FY23 €241M
FY24 €261M
FY25 €222M
Character of growth · EPS growth decomposed (2014-2025) +11.2 % p.a.
Revenue per share +3.5 pp

of which total revenue +2.9 pp · buybacks/dilution +0.6 pp

EBIT margin +6.0 pp
Tax rate +1.4 pp
Residual (interest, one-offs) +0.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "COFACE SA Fair Value". https://www.fairvalue-calculator.com/stock/COFA

Peer Group

Insurance - Reinsurance · 29 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 54 · Above median
Fair Value upside +17% · Below median
Return on equity (TTM) 10% · Bottom 25%
Return on assets 3% · Above median
Net margin (TTM) 12% · Above median
Operating margin (TTM) 19% · Above median
Revenue growth -0% · Above median
Dividend yield (TTM) 8.0% · Top 25%
Debt / equity 1.43× · Higher than 75% of peers

Valuation Multiples vs Insurance - Reinsurance median · lower = cheaper

P/E (TTM) 11.2× · Pricier than 75% of peers
P/B 1.23× · Pricier than median
P/S (TTM) 1.49× · Pricier than 75% of peers
P/FCF 17.0× · Pricier than 75% of peers
EV/EBITDA 14.3× · Pricier 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 56 · sector 82
FUTURE 0 · sector 0
PAST 38 · sector 55
HEALTH 28 · sector 89
DIVIDEND 100 · sector 87

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.

Similar stocks

10 more Insurance - Reinsurance stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
1MUV2 1MUV2 €513.20 €526.73 +3%
Swiss Re AG SREN CHF 137.20 CHF 158.42 +15%
Hannover Rück SE HNR1 €250.00 €216.20 -14%
Reinsurance Group RGA $246.08 $261.04 +6%
Everest Group EG $363.67 $507.47 +40%
RenaissanceRe Holdings RNR $317.45 $563.91 +78%
SCOR SE SDRC €34.14 €66.75 +96%
General Insurance Corporation GICRE ₹355.85 ₹594.47 +67%
China Reinsurance (Group) Corporation 1508 HK$1.22 HK$2.43 +100%
Hamilton Insurance Group HG $35.27 $54.04 +53%

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Frequently asked questions

Is COFACE SA (COFA) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of €18.79 versus a price of €16.06, about +17% (undervalued).
What is the fair value of COFA?
Our model-based fair value for COFACE SA is €18.79 (as of Aug 13, 2026), built from audited fundamentals. The current price is €16.06.
What is the quality score of COFA?
COFACE SA has a Quality Score of 54/100. 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 COFACE SA (COFA)?
COFACE SA reported trailing-twelve-month revenue of about €1.8B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of COFA?
The net profit margin of COFACE SA is about 11.7%, meaning it keeps roughly 11.7% of revenue as net income. Based on the latest reported figures.
Does COFACE SA pay a dividend?
COFACE SA currently shows a dividend yield of about 8.38% relative to its recent price (as of Aug 13, 2026).

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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