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COG Financial Services Limited (COG) Fair Value & Analysis

Financial Services · AU · Market cap A$319M

CF COG Financial Services Limited COG · AU
PriceA$1.40
Fair ValueA$1.00
Upside-28.3%
Quality83/100
Evidence: Medium Range A$0.7500 – A$1.25

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Share price −12.5% over the past month.

Price vs Fair Value (12 months)

A$2.41 A$1.19 Fair Value A$1.00 Jun 2025 Jun 2026

12‑month range A$1.19 – A$2.41 · fair‑value band A$0.7500 – A$1.25 · the A$1.40 price screens above the A$1.00 fair value. As of Jun 26, 2026.

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Analysis

COG Financial Services Limited (COG) currently trades at A$1.40, while our model-based Fair Value estimate is A$1.00 — implying the stock looks roughly 28.3% overvalued today. We read business quality at 83/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).

Over the trailing twelve months, COG Financial Services Limited generated revenue of A$383M at a net margin of 5.3%. Revenue grew 8.6% year over year. It earns a return on equity of 15.4%. Net debt stands at A$227M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) A$383M
Revenue growth (YoY) +8.6%
Net margin 5.3%
Return on equity 15.4%
Free cash flow A$45.9M FY2025
P/E ratio 15.0
More key figures
Operating margin 17.4%
EPS (TTM) A$0.1000
Dividend yield 4.3%
EPS growth (YoY) +12.2%
Net debt A$227M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

COG Financial Services Limited, together with its subsidiaries, engages in equipment financing and broking, aggregation, insurance broking, and novated leasing activities for in Australia. The company operates through Finance Broking & Aggregation; Novated Leasing; and Asset Management & Lending segments. It provides management of investment funds, as well as offers financing arrangements to commercial customers for essential business assets; and salary packaging services to government and private sector customers. The company was formerly known as Consolidated Operations Group Limited and changed its name to COG Financial Services Limited in November 2020. COG Financial Services Limited was incorporated in 2002 and is based in North Sydney, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

COG Financial Services Limited reported revenue of A$368M in FY2025 versus A$268M in FY2021, a compound +8.3%/yr. Reported net income was A$18.8M in FY2025.

Revenue +8.3%/yr
FY21 A$268M
FY22 A$321M
FY23 A$366M
FY24 A$362M
FY25 A$368M
Net income
FY21 −A$26.4M
FY22 A$19.7M
FY23 A$8.1M
FY24 A$12.9M
FY25 A$18.8M

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The Goldman Sachs Group GS $1,094 $512.47 -53%
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Frequently asked questions

Is COG Financial Services Limited (COG) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$1.00 versus a price of A$1.40 — about −28% (overvalued). Model-based estimate, not financial advice.
What is the fair value of COG?
Our 21-model fair value for COG Financial Services Limited is A$1.00 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$1.40.
What is the quality score of COG?
COG Financial Services Limited has a Quality Score of 83/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of COG Financial Services Limited (COG)?
COG Financial Services Limited reported trailing-twelve-month revenue of about A$383M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of COG?
The net profit margin of COG Financial Services Limited is about 5.3%, meaning it keeps roughly 5.3% of revenue as net income. Based on the latest reported figures.
Does COG Financial Services Limited pay a dividend?
COG Financial Services Limited currently shows a dividend yield of about 4.33% relative to its recent price (as of Jun 26, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.