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Cembre SPA (IT:CMB)
:CMB
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Cembre SPA (CMB) AI Stock Analysis

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IT:CMB

Cembre SPA

(CMB)

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Outperform 77 (OpenAI - 5.2)
Rating:77Outperform
Price Target:
€94.00
▲(10.20% Upside)
Action:Reiterated
Date:05/15/26
The score is led by high-quality financial performance (strong profitability, low leverage, solid returns) tempered by free cash flow volatility. Technicals are supportive but appear overextended (very high RSI/Stoch), and valuation is reasonable with a moderate P/E and a modest dividend yield.
Positive Factors
High and durable margins
Sustained operating (~24%) and net (~19%) margins indicate strong engineering/product pricing power and cost control. High margins provide structural earnings resilience, support reinvestment in R&D and tools, and underpin above-average ROE even through cyclical demand shifts.
Negative Factors
Uneven free cash flow conversion
FCF that is materially below net income and recently declined signals recurring working-capital or investment drains. This constrains the company’s ability to consistently self-fund growth, dividends or buybacks and increases reliance on timing of receivables, inventory or occasional external financing.
Read all positive and negative factors
Positive Factors
Negative Factors
High and durable margins
Sustained operating (~24%) and net (~19%) margins indicate strong engineering/product pricing power and cost control. High margins provide structural earnings resilience, support reinvestment in R&D and tools, and underpin above-average ROE even through cyclical demand shifts.
Read all positive factors

Cembre SPA (CMB) vs. iShares MSCI Italy ETF (EWI)

Cembre SPA Business Overview & Revenue Model

Company Description
Cembre S.p.A. is a prominent global manufacturer and supplier of essential components for electrical connectivity, encompassing a wide array of connectors, cable management systems, and specialized tools. Its market reach extends throughout Italy,...
How the Company Makes Money
Cembre makes money primarily by selling engineered components and tools used to build, connect, protect, and identify electrical systems, plus a dedicated portfolio for rail applications. Its key revenue streams typically include: (1) Sale of elec...

Cembre SPA Financial Statement Overview

Summary
Strong overall fundamentals driven by steady multi-year revenue growth, durable operating (~24%) and net (~19%) profitability, and a conservatively financed balance sheet (very low leverage; strong ROE ~21%). The main constraint is uneven and recently lower free cash flow (TTM FCF down ~16.6% and ~57% of net income), indicating periodic working-capital or investment pressure.
Income Statement
86
Very Positive
Balance Sheet
90
Very Positive
Cash Flow
72
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue254.75M244.25M230.26M222.64M199.19M167.36M
Gross Profit119.96M85.17M128.91M124.40M105.31M91.58M
EBITDA77.04M73.86M66.73M66.79M54.53M45.89M
Net Income48.76M46.65M42.59M40.83M31.92M25.32M
Balance Sheet
Total Assets311.81M300.53M271.17M249.20M241.32M237.82M
Cash, Cash Equivalents and Short-Term Investments13.68M20.44M13.47M24.88M30.03M46.64M
Total Debt14.68M20.95M11.48M6.66M15.43M25.99M
Total Liabilities64.29M67.45M51.42M43.48M53.23M61.66M
Stockholders Equity247.53M233.08M219.74M205.72M188.09M176.16M
Cash Flow
Free Cash Flow26.61M33.06M16.61M30.25M14.81M26.47M
Operating Cash Flow50.62M56.15M46.13M44.81M27.10M35.47M
Investing Cash Flow-21.90M-21.94M-29.46M-14.35M-12.23M-8.94M
Financing Cash Flow-30.21M-26.91M-25.28M-24.57M-46.45M-18.89M

Cembre SPA Technical Analysis

Technical Analysis Sentiment
Negative
Last Price85.30
Price Trends
50DMA
88.31
Negative
100DMA
80.68
Positive
200DMA
73.10
Positive
Market Momentum
MACD
-0.72
Positive
RSI
44.06
Neutral
STOCH
35.94
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IT:CMB, the sentiment is Negative. The current price of 85.3 is below the 20-day moving average (MA) of 85.46, below the 50-day MA of 88.31, and above the 200-day MA of 73.10, indicating a neutral trend. The MACD of -0.72 indicates Positive momentum. The RSI at 44.06 is Neutral, neither overbought nor oversold. The STOCH value of 35.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IT:CMB.

Cembre SPA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
€1.38B28.5021.48%2.42%9.32%8.88%
62
Neutral
€35.02B25.6821.97%0.71%12.59%86.55%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IT:CMB
Cembre SPA
81.80
23.85
41.14%
IT:PRY
Prysmian SpA
120.20
51.71
75.50%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 15, 2026