Cosmo N.V.

Informe acción SWX:COPN

Capitalización de mercado: CHF 1.3b

Cosmo Dividendos y recompras

Dividendo controles de criterios 2/6

Cosmo es una empresa que paga dividendos con una rentabilidad actual de 2.45%.

Información clave

2.4%

Rentabilidad por dividendo

-1.0%

Rendimiento de la recompra

Rendimiento total para el accionista1.5%
Rendimiento futuro de los dividendos2.6%
Crecimiento de los dividendos3.0%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago-929%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 16

Cosmo Pharmaceuticals Will Achieve Its Target Price of €95–110 in 12 Months

Below is a full institutional-style comps + valuation (target price) for Cosmo Pharmaceuticals N.V. , integrating: ✅ FY2025 audited report (your PDF) ✅ Product + pipeline positioning (Cosmo site + report) ✅ Sell-side-style benchmarking framework (SWS-type approach: specialty pharma + medtech AI comps) 1) Investment framing (key drivers) Business mix (unique hybrid) Cosmo is a multi-vertical life sciences platform : MedTech AI (GI Genius™) → high-growth SaaS/MedTech multiple Dermatology (Winlevi + Clascoterone) → specialty pharma growth GI pharma + royalties (MMX platform) → stable cash flows CDMO → low multiple, stabilizer Important: market struggles to value hybrid → mispricing opportunity 2) Financial baseline (FY2025) Core metrics Revenue: €104.2m Recurring revenue: €88.1m (+15%) EBITDA: €9.5m Net income: –€3.5m Cash + investments: €128.3m Market cap: €1.98bn 2025 distorted due to: loss of €186m Medtronic milestone (2024) underlying recurring growth intact (+15%) 3) Product + pipeline valuation bridge A. Commercial assets (anchor value) 1.
Actualización de narrativa May 11

COPN: CHF 160 Outlook Will Rely On Successful Alopecia Regulatory Filings

Analysts have raised their price target on Cosmo to CHF 160 from CHF 130, citing updated assumptions for revenue growth, profit margins and future P/E. These changes collectively support a slightly lower fair value estimate and a modestly higher discount rate in their models.
Actualización de narrativa Apr 23

COPN: Higher CHF 160 Outlook Will Depend On Upcoming Alopecia Filing

Analysts have raised their price target on Cosmo to CHF 160 from CHF 130, citing updated assumptions on fair value, revenue growth, profit margins and future P/E that contribute to a higher overall valuation framework. Analyst Commentary While the higher CHF 160 target reflects updated valuation work, bearish analysts still flag several areas where expectations could prove demanding if underlying assumptions do not play out as planned.
Actualización de narrativa Apr 08

COPN: Recent Share Placement Will Support Improved Margins And Future Earnings Potential

Analysts have adjusted their price target on Cosmo Pharmaceuticals to CHF 140.45 from CHF 147.89, citing updated views on fair value, revenue growth, profit margins and future P/E assumptions. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares on February 3, 2026 (Key Developments).
Actualización de narrativa Mar 25

COPN: Higher Revenue Assumptions And Single Investor Placement Will Support Upside

Analysts have lifted their price target on Cosmo Pharmaceuticals from CHF 104.55 to around CHF 123.72, reflecting updated assumptions for higher revenue growth, a different profit margin profile, and a higher future P/E multiple. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares that represent 5.3% of the company's outstanding shares as of February 3, 2026 (Key Developments).
Actualización de narrativa Mar 10

COPN: Recent Share Placement Will Support Stronger Revenue And Margin Outlook

Analysts have nudged their price target on Cosmo Pharmaceuticals slightly lower to around CHF148 from approximately CHF150, reflecting updated assumptions on fair value, revenue growth and profit margins while keeping future P/E expectations broadly in line with prior views. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares, which represent 5.3% of the company's outstanding shares, on February 3, 2026 (Key Developments).
Actualización de narrativa Feb 24

COPN: Recent Share Placement Will Support Bullish Long Term Outlook

Analysts have trimmed their price target on Cosmo Pharmaceuticals by CHF 0.00 to reflect slightly updated assumptions on revenue growth, profit margins and future P/E, while keeping their overall fair value view effectively unchanged. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares, equal to 5.3% of outstanding shares, on February 3, 2026 (Key Developments).
Actualización de narrativa Feb 10

COPN: EU Acne Approval And Share Placement Will Support Bullish Outlook

Analysts now set their price target for Cosmo Pharmaceuticals closer to €150, up from about €102, citing updated assumptions for revenue growth, profit margins and future P/E, which feed into a higher fair value estimate. What's in the News Cosmo Pharmaceuticals completed a private placement of 937,086 treasury shares, representing 5.3% of its outstanding shares, with a single institutional investor on February 3, 2026.
Actualización de narrativa Jan 26

COPN: EU Acne Launch And Margin Assumptions Will Likely Keep Shares Fairly Valued

Analysts have moderately raised their price target on Cosmo Pharmaceuticals, citing updates to their fair value estimate along with revised assumptions for revenue growth, profit margins and future P/E. What's in the News The European Commission granted Marketing Authorization for Winlevi (clascoterone 10 mg/g cream) following a positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use issued on August 25, 2025 (Key Developments).
Actualización de narrativa Jan 11

COPN: EU Acne Authorization And Rollout Will Likely Leave Shares Overextended

Analysts have trimmed their price target for Cosmo Pharmaceuticals by roughly €0.46, reflecting slightly lower assumptions for revenue growth and profit margins, along with a higher future P/E multiple in their updated models. What's in the News The European Commission granted Marketing Authorization for Winlevi (clascoterone 10 mg/g cream), following a prior positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use issued on August 25, 2025 (Key Developments).
Actualización de narrativa Dec 24

COPN: EU Acne Approval And Rollout Are Expected To Support Balanced Outlook

Analysts have modestly trimmed their price target for Cosmo Pharmaceuticals by approximately $0.48, reflecting refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News European Commission grants Marketing Authorization for Winlevi clascoterone 10 mg/g cream for the treatment of acne vulgaris in adults and adolescents 12 to under 18 years, with adolescent use limited to facial application only Key Developments Cosmo Pharmaceuticals and Glenmark Pharmaceuticals secure EU wide approval enabling commercialization of Winlevi across 15 countries, including France, Spain, the Netherlands, and the Nordics Key Developments Glenmark prepares to launch Winlevi in a staged rollout across Bulgaria, the Czech Republic, Denmark, Finland, Hungary, Iceland, Norway, Poland, Portugal, Romania, Slovakia, Sweden, and other approved EU markets Key Developments Valuation Changes The Fair Value Estimate has fallen slightly to CHF 98.24 from CHF 98.72, reflecting a modest downward adjustment in intrinsic valuation.
Actualización de narrativa Dec 09

COPN: EU Authorization And Launch Partnership Are Expected To Support Balanced Outlook

Analysts have nudged their price target for Cosmo Pharmaceuticals slightly higher to approximately $98.72 per share from about $98.59, citing expectations for stronger revenue growth that more than offset a modestly lower projected profit margin and valuation multiple. What's in the News European Commission grants Marketing Authorization for Winlevi clascoterone 10 mg/g cream for treatment of acne vulgaris in adults and adolescents aged 12 to under 18 years, with adolescent use restricted to facial application EU Marketing Authorization Approval follows a positive CHMP opinion issued on August 25, 2025, confirming regulatory momentum for Cosmo Pharmaceuticals dermatology portfolio EU Marketing Authorization Commercial launch of Winlevi to be led by partner Glenmark Pharmaceuticals across 15 European countries, including France, Spain, the Netherlands, and the Nordics, expanding Cosmo Pharmaceuticals geographic reach EU Marketing Authorization Valuation Changes Fair Value Estimate has risen slightly to CHF 98.72 from CHF 98.59 per share, reflecting a marginal upward revision to intrinsic value.
Artículo de análisis Dec 05

Cosmo Pharmaceuticals N.V. (VTX:COPN) Stocks Shoot Up 35% But Its P/E Still Looks Reasonable

The Cosmo Pharmaceuticals N.V. ( VTX:COPN ) share price has done very well over the last month, posting an excellent...
Actualización de narrativa Nov 25

COPN: EU Approval And Expanded Distribution Expected To Drive Share Performance

Analysts have raised their price target for Cosmo Pharmaceuticals from $87.81 to $98.59. They cite updated fair value assessments and recent model adjustments as the reasons for the change.
Actualización de narrativa Sep 04

Expanding AI Diagnostics And Drug Platforms Will Navigate Regulatory Challenges

Cosmo Pharmaceuticals’ consensus revenue growth forecasts have strengthened and its future P/E valuation has decreased, but despite these more favourable fundamentals, the consensus analyst price target was only marginally reduced from CHF88.37 to CHF87.81. What's in the News Issued FY2025 guidance: total revenues expected between EUR 102 million and EUR 107 million, with recurring revenues of EUR 85 million to EUR 90 million and project-based revenues of EUR 17 million.
User avatar
Nueva narrativa Mar 17

Clascoterone Trials Completion And AI Expansion Will Open Future Markets

Strong cash position and no debt provide flexibility for strategic investments, boosting future profitability and earnings.
Artículo de análisis Jan 23

Weekly Picks: NLBR’s vision, MNSO’s expansion plans and COPN’s opportunity

This weeks picks cover the promising product pipeline from a Cosmo Pharmaceutical, how NLBR bank could almost double its revenue and earnings, and why MINISO Group’s aggressive store expansion plans will pay off.
Nueva narrativa Jan 20

Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates

Revenue: €265.7 million, representing a 186% year-over-year increase from €92.8 million in 2023. This includes €185 million in non-recurring revenues from Medtronic linked to the December 2023 expande
Artículo de análisis Nov 22

Cosmo Pharmaceuticals N.V.'s (VTX:COPN) P/S Still Appears To Be Reasonable

When you see that almost half of the companies in the Pharmaceuticals industry in Switzerland have price-to-sales...
Artículo de análisis May 02

Market Participants Recognise Cosmo Pharmaceuticals N.V.'s (VTX:COPN) Revenues

With a price-to-sales (or "P/S") ratio of 12.2x Cosmo Pharmaceuticals N.V. ( VTX:COPN ) may be sending very bearish...
Artículo de análisis Mar 28

Cosmo Pharmaceuticals' (VTX:COPN) Weak Earnings May Only Reveal A Part Of The Whole Picture

The subdued market reaction suggests that Cosmo Pharmaceuticals N.V.'s ( VTX:COPN ) recent earnings didn't contain any...
Artículo de análisis Mar 26

Broker Revenue Forecasts For Cosmo Pharmaceuticals N.V. (VTX:COPN) Are Surging Higher

Celebrations may be in order for Cosmo Pharmaceuticals N.V. ( VTX:COPN ) shareholders, with the analysts delivering a...
Artículo de análisis Dec 01

Cosmo Pharmaceuticals N.V.'s (VTX:COPN) Popularity With Investors Is Clear

Cosmo Pharmaceuticals N.V.'s ( VTX:COPN ) price-to-earnings (or "P/E") ratio of 67x might make it look like a strong...
Artículo de análisis Jul 29

Earnings Beat: Cosmo Pharmaceuticals N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Last week, you might have seen that Cosmo Pharmaceuticals N.V. ( VTX:COPN ) released its interim result to the market...
Artículo de análisis Nov 24

We Think Cosmo Pharmaceuticals (VTX:COPN) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Mar 31

Cosmo Pharmaceuticals' (VTX:COPN) Solid Profits Have Weak Fundamentals

Cosmo Pharmaceuticals N.V. ( VTX:COPN ) announced strong profits, but the stock was stagnant. We did some digging, and...

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de COPN ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de COPN ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Cosmo vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de COPN con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (COPN)2.4%
Suelo de mercado 25% (CH)2.0%
Techo de mercado 25% (CH)3.7%
Media de la industria (Pharmaceuticals)2.7%
Analista de previsiones (COPN) (hasta 3 años)2.6%

Dividendo destacado: El dividendo de COPN(2.45%) es más alto que el 25% inferior de los pagadores de dividendos del mercado Swiss (2.01%).

Alto dividendo: El (2.45%) del dividendo de COPN es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado Swiss (3.66%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: COPN paga dividendo, pero la empresa no es rentable.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: COPN está pagando dividendo pero la empresa no tiene flujos de caja libre.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 17:24
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cosmo N.V. está cubierta por 11 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Estelle BétriseyBerenberg
Laura HindleyBerenberg
Kerry HolfordBerenberg