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Coveo Solutions Inc (CVO) Fair Value & Analysis

Technology · CA · Market cap C$398M

CS Coveo Solutions Inc CVO · TO
PriceC$4.51
Fair ValueC$2.21
Upside-51.0%
Quality60/100
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Mixed Growth
Loss-making · -19.5% net margin
Low debt · generates free cash flow
Trails peers (3/11)
Narrow moat 16/100
Evidence: Low Range C$1.82 – C$2.61 Share as image

Fair value as of: Jul 19, 2026

From 7 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from C$2.29 to C$2.21 (−3.5%) since Jul 5, 2026. Share price +6.4% over the past month.

A solid business, but screening 51% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (C$2.61). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

C$17.41 C$3.74 Fair Value C$2.21 Nov 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

57‑month range C$3.74 – C$17.41 · fair‑value band C$1.82 – C$2.61 · the C$4.51 price screens above the C$2.21 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

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Analysis

Coveo Solutions Inc (CVO) currently trades at C$4.51, while our model-based Fair Value estimate is C$2.21, implying the stock looks roughly 51.0% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Technology 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: low).

Over the trailing twelve months, Coveo Solutions Inc generated revenue of C$148M at a net margin of -19.5%. Revenue grew 9.0% year over year. It earns a return on equity of -26.4%. The balance sheet holds a net cash position of C$86.7M. Fundamentals as of Jul 19, 2026

Our scenario range runs from C$1.82 (bear case) to C$2.61 (bull case); at C$4.51, the current price sits above 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 53% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -50% fair-value upside, at -51%, CVO 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
Growth DCF C$2.17 C$2.94 C$4.11 80
Rev-Margin DCF C$2.06 C$2.81 C$3.84 74
NCAV (Graham) C$0.4800 C$0.6500 C$0.9700 50
All 7 models by family
DCF Models
FCF DCF C$2.21 C$3.06 C$4.63 38
5Y Revenue Exit C$2.06 C$2.83 C$3.91 39
10Y Revenue Exit C$2.07 C$2.80 C$3.98 36
Multiples
EV/Revenue C$1.98 C$2.37 C$2.77 43
Asset-Based
NCAV (Graham) C$0.4800 C$0.6500 C$0.9700 50
Growth DCF
Growth DCF C$2.17 C$2.94 C$4.11 80
Rev-Margin DCF C$2.06 C$2.81 C$3.84 74

Widest divergence: DCF Models (C$2.83) versus Asset-Based (C$0.6500). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) C$148M
Revenue growth (YoY) +9.0%
Net margin -19.5%
Return on equity -26.4%
Free cash flow C$9.6M FY2026
Operating margin -9.7%
More key figures
EPS (TTM) C$-0.4200
Net cash C$86.7M FY2026

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 61 · Market factors (momentum, volatility) 18

Profitability 29
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 55
Earnings quality: real cash, not paper profit
Fin. Strength 65
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 25
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 8
Distance to the 52-week high (market factor)
Net Issuance 100
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

Coveo Solutions Inc. provides software-as-a-service artificial intelligence (AI) platform in Canada, the United States, and internationally. The company offers Coveo AI-Relevance Platform that powers search, recommendations, and generative answering in digital experiences across commerce, service, website, and workplace applications.

Full company description

Coveo Solutions Inc. provides software-as-a-service artificial intelligence (AI) platform in Canada, the United States, and internationally. The company offers Coveo AI-Relevance Platform that powers search, recommendations, and generative answering in digital experiences across commerce, service, website, and workplace applications. Its AI-Relevance platform includes Coveo Relevance Generative Answering (CRGA) capability integrates large language models technology with Coveo's platform to feed generative AI with a common, secure unified index, and real-time content. The company serves high tech, healthcare, manufacturing, financial services, retail, and telecommunication industries. The company was formerly known as Copernic Business Solutions Inc. and changed its name to Coveo Solutions Inc. in October 2004. Coveo Solutions Inc. was incorporated in 2004 and is headquartered in Québec, Canada.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Coveo Solutions Inc reported revenue of C$148M in FY2026 versus C$86.5M in FY2022, a compound +14.4%/yr. Reported net income was −C$28.9M in FY2026.

Growth Quality 62/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
C$148M
Latest YoY
+11.3%
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.
+9.8%
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.
+18.0%
Avg. growth/yr (7Y) 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.
+18.8%
Revenue +14.4%/yr
FY22 C$86.5M
FY23 C$112M
FY24 C$126M
FY25 C$133M
FY26 C$148M
Net income
FY22 C$418M
FY23 −C$39.7M
FY24 −C$23.6M
FY25 −C$13.8M
FY26 −C$28.9M

CVO screens 51% overvalued. Compare with Microsoft Corporation →

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Cite: Fair Value Calculator (2026). "Coveo Solutions Inc Fair Value". https://www.fairvalue-calculator.com/stock/CVO

Peer Group

Software - Infrastructure · 370 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 60 · Above median
Fair Value upside −51% · Below median
Return on assets -8% · Bottom 25%
Net margin (TTM) -19% · Bottom 25%
Operating margin (TTM) -10% · Below median
Revenue growth 9% · Below median

Valuation Multiples vs Software - Infrastructure median · lower = cheaper

P/B 3.10× · Pricier than median
P/S (TTM) 1.93× · Cheaper than median
P/FCF 29.9× · 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 0 · sector 0
FUTURE 45 · sector 46
PAST 0 · sector 15
HEALTH 100 · sector 98
DIVIDEND 0 · sector 28

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

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 Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Microsoft Corporation MSFT $384.00 $274.17 -29%
Oracle Corporation ORAC C$9.08 C$2.94 -68%
Fortinet, Inc FTNT $160.78 $44.96 -72%
Synopsys, Inc 1SNPS €354.50 €93.61 -74%
Block, Inc XYZ A$114.53 A$70.69 -38%
CoreWeave, Inc CRWV $79.94 $44.89 -44%
Range Intelligent Computing Technology Group 300442 ¥71.60 ¥34.00 -53%
Oracle Financial Services Software Limited OFSS ₹11,651 ₹5,821 -50%
360 Security Technology Inc 601360 ¥9.64 ¥5.05 -48%
One97 Communications Limited PAYTM ₹1,342 ₹181.50 -86%

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Frequently asked questions

Is Coveo Solutions Inc (CVO) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of C$2.21 versus a price of C$4.51, about −51% (overvalued).
What is the fair value of CVO?
Our model-based fair value for Coveo Solutions Inc is C$2.21 (as of Jul 19, 2026), built from audited fundamentals. The current price is C$4.51.
What is the quality score of CVO?
Coveo Solutions Inc has a Quality Score of 60/100. 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 Coveo Solutions Inc (CVO)?
Coveo Solutions Inc reported trailing-twelve-month revenue of about C$148M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of CVO?
The net profit margin of Coveo Solutions Inc is about -19.5%, 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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