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CFX

Colefax Group PLC
Chart
1,460.00 GBp
Latest Week 2026-07-10
Snapshot 2026-07-12 · 0.6w · Fresh
0.98
OS Score
89.0%
Value
95.0%
Quality
95.0%
Momentum
7/9
F-Score
0.920
QV
Strategy Eligibility
11 of 23 passing
OS Composite
OS 0.980
Trending Value
Quality × Value
QV 0.920
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
P/E 11.2
VC2 Cheapest
📐
EBITDA/EV
23.2%
Veiled Value
Piotroski Bargains
F7
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
🔄
Shareholder Yield
3.7%
💰
High Yield
🚀
Momentum Leaders
12-1 71%
Market Leaders
Tiny Titans
Yes
🔍
Small Cap Value
Val 89%
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
CAQ 1.00
Risk-Adj Momentum
RAM 2.51
V
Value Analysis
Cheapness relative to fundamentals
89.0%ile
P/E
11.2×
P/S
0.7×
P/B
2.2×
E/P
0.1278
FCF Yield
0.161
EBITDA/EV
0.232
SH Yield
0.037
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
14.00000000
/100 — 1=cheapest
VC2 (Trending Value)
14.00000000
/100
VC3 (Buyback)
16.00000000
/100
P/E of 11.2x places this firmly in deep value territory. FCF yield of 16.1% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
95.0%ile
ROE
0.198
ROA
0.086
Net Margin
0.059
Op Margin
0.087
GPA
0.835
Current
1.98
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.026
Earn Growth
0.182
Accruals
-0.101
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
95.0%ile
6M Return
53.7%
12M Return
75.9%
12-1 Mom
71.1%
Risk-Adj
2.51
Vol 252d
28.3%
Vol 60d
63.4%
↑ Expanding
Max DD 12M
-9.6%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 71% is very strong — a clear uptrend. Risk-adjusted momentum of 2.51 is excellent — strong returns relative to volatility. Near-term vol (63%) is expanding vs long-term (28%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.98
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Consumer Cyclical · 117 peers
Sector Value %ile
80.5%
Sector Quality %ile
94.1%
P/E z-score
-0.13
P/B z-score
-0.13
Sector Avg OS
55.2%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
WRKS TheWorks.co.uk plc 98.0% 92.0% 90.0% 83.0%
MARS Marston's PLC 97.0% 96.0% 79.0% 83.0%
G4M Gear4music (Holdings) plc 96.0% 93.0% 76.0% 79.0%
HFD Halfords Group plc 95.0% 87.0% 74.0% 91.0%
FRAS Frasers Group Plc 95.0% 89.0% 81.0% 78.0%
YNGN Young & Co.'s Brewery, P.L.C. 94.0% 91.0% 72.0% 74.0%
FSTA Fuller, Smith & Turner P.L.C. 93.0% 82.0% 71.0% 84.0%
JD JD Sports Fashion Plc 92.0% 95.0% 89.0% 26.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (89th) and quality (95th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (89th value) with strong momentum (95th). The market is starting to recognise the value.
Volatility Expanding
60-day vol (63%) significantly exceeds 252-day (28%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
85.5% avg (7 factors)
Quality
B
62.1% avg (7 factors)
Momentum
A
97.0% avg (4 factors)
Risk
B
69.5% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is confirming the value — this is the Trending Value signal that O'Shaughnessy found to be among the most powerful.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.980—6
Value %ile0.890—6
Quality %ile0.950—6
Momentum %ile0.950—6
F-Score7.000—6
Confidence0.677—0
Volatility0.283—0
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
11.21
Earnings Yield (E/P)
0.1278
Price / Sales
0.66
Price / Book
2.22
Price / Cash Flow
5.16
FCF Yield
16.1%
EBITDA / EV
23.2%
Sales Yield (1/P·S)
1.4647
Shareholder Yield
Div + net buyback / mktcap
3.7%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
19.8%
Return on Assets
8.6%
Net Margin
5.9%
Operating Margin
8.7%
Gross Profit / Assets
Novy-Marx GPA
83.5%
Current Ratio
1.98
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.101
MomentumPrice trend strength over different horizons
6M Return
53.7%
12M Return
75.9%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
71.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.51
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
2.6%
Earnings Growth (YoY)
18.2%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
7
Dividend Yield
0.4%
Buyback Yield
3.3%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
14
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
14
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
16
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
Yes
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity