COO Cooper Companies (The)
too hard · 59
Owner-earnings value$64.82
Price$61.65
Margin of safety
+5.1%
Quality gate · 59/100
⚠ sub-hurdle returns (median roic 4% < 9%)
Median ROIC3.8%
Gross margin65.9%
Net debt / EBITDA2.6x
FCF conversion96%
Share count / yr-0.2%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 599.00M |
| Owner-earnings yield | 5.1% |
| Free-cash-flow yield | 5.8% |
| Growth used (normalized) | 7.3% |
| Market-implied growth (reverse DCF) | 6.1% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 643.00M | 7.3% | 589.91M |
| 2 | 687.13M | 6.9% | 578.35M |
| 3 | 730.98M | 6.4% | 564.45M |
| 4 | 774.09M | 5.9% | 548.38M |
| 5 | 816.00M | 5.4% | 530.34M |
| 6 | 856.24M | 4.9% | 510.55M |
| 7 | 894.33M | 4.4% | 489.23M |
| 8 | 929.80M | 4.0% | 466.64M |
| 9 | 962.19M | 3.5% | 443.02M |
| 10 | 991.05M | 3.0% | 418.63M |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~6%/yr owner-earnings growth over 10y (reverse DCF); model credits 7%.