{"contract": "sm-investment-case-1", "found": true, "available": true, "as_of": "2026-09-11", "checked_on": "2026-09-18", "listing": {"uuid": "f87fa120-5955-4147-a404-dc337ec95682", "symbol": "CODA", "name": "Coda Octopus Group Inc", "exchange": "NASDAQ", "country": "US", "sector": "Industrials", "industry": "Aerospace & Defense"}, "business_type": "Operating company", "price": {"value": 10.02, "currency": "USD", "as_of": "2026-09-11", "basis": "Completed weekly quoted close; before dividends"}, "assessment": {"available": true, "rating": "Buy", "target_price": 16.39, "target_date": "2027-09-18", "price_change_to_target_pct": 63.57, "currency": "USD", "reviewed_on": "2026-09-18", "explanation": "Profitable growth supports the valuation. The price clears the return, cash, borrowing and downside requirements.", "assumptions": [{"name": "Starting annual sales growth", "value": 28.9, "unit": "percent"}, {"name": "Net profit margin", "value": 17.8, "unit": "percent"}]}, "review": {"status": "Published assessment", "last_checked": "2026-09-18T16:22:48.019091+00:00", "next_scheduled": "2026-12-17", "published_at": "2026-09-18T16:22:48.019091+00:00", "environment": "live", "publication_url": "https://sharemaestro.com/investment-case/record/3447/"}, "business_view": {"headline": "A higher valuation comes with stronger profitability.", "summary": "Year-to-date profit has improved, but quarterly sales fell.", "case_for": [{"headline": "Year-to-date profit has improved", "explanation": "Across 2 completed quarters since 2025-10-31, net income was 2.6m versus 1.8m in the matching prior-year periods (USD). Check whether the latest quarter changes that direction.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/f87fa120-5955-4147-a404-dc337ec95682/#ic-quarter-profit"}, {"headline": "More cash remains for each dollar of profit", "explanation": "Cash after capital spending / profit: 1.2\u00d7 for CODA, against 0.5\u00d7 across 4 comparable peers.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/f87fa120-5955-4147-a404-dc337ec95682/#ic-peer-measures"}], "case_against": [{"headline": "Quarterly sales fell", "explanation": "Revenue changed -1.6% from the same quarter last year, through 2026-04-30. The previous quarter\u2019s year-on-year change was +28.8%.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/f87fa120-5955-4147-a404-dc337ec95682/#ic-quarter-sales"}, {"headline": "Earnings forecasts have fallen", "explanation": "The estimate for the period ending 2026-10-31 changed -10.4% over 30 days. Coverage is 2 analysts.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/f87fa120-5955-4147-a404-dc337ec95682/#ic-estimates-chart"}]}, "watch_points": [], "financial_period": "2026-04-30", "next_results": null, "data_notes": ["Financial totals have been checked against their reporting periods. Only matching twelve-month figures are used; unsupported measures remain blank.", "Preferred stock or minority-interest amounts are missing. Enterprise-to-common-equity valuations are withheld until these claims are known.", "Revenue, operating profit, debt, cash and ownership claims are needed for this model."], "canonical_url": "https://sharemaestro.com/investment-case/ticker/f87fa120-5955-4147-a404-dc337ec95682/", "pdf_url": "https://sharemaestro.com/investment-case/ticker/f87fa120-5955-4147-a404-dc337ec95682/download.pdf", "limitations": ["The published assessment stays fixed between governed reviews. Scenarios edited in the browser do not change it.", "Each financial period and price date is separate. Company coverage varies.", "Targets exclude dividends, fees and tax. A missing target is unavailable, not zero.", "Preview assessments are identified and do not establish a live performance record."], "disclaimer": "Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.", "revision": "6813afb95ce9864dd4a01a95f6266e3463afe8d64cae25d696c3c722bd96481f"}