TakeoverPE & activists

CDECoeur Mining, Inc.

Gold And Silver Ores · $13.5B market cap · 2,620 employees

0.2×

Less likely than average to be taken private

Top 50% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

Takeover signals

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

1of 15 firedHow well they predict deals →
14 other checks
  • TSR below peersNo
    —
    3+ of last 5 years
  • High CEO pay despite TSRNo
    —
    Median CEO pay ≥ $15M while TSR trails
  • Earnings not backed by cashNo
    151% of net income
    Cash flow under 80% of net income
  • Dilutive SBCNo
    1% of revenue
    Over 10% of revenue
  • Payouts exceed cash flowNo
    0% of cash flow
    Buybacks + dividends over cash flow
  • Goodwill-heavyNo
    4% of assets
    Over 40% of assets
  • Shareholder dissentNo
    98% lowest support
    Any vote under 80% support
  • Low revenue per employeeNo
    $790K · 60th pct
    Bottom quartile of its SIC industry
  • Quiet on AINo
    0.7 per 10K words · 28th pct
    Bottom quartile of AI mentions in 10-Ks
  • Buyout-sizedNo
    $13.5B market cap
    Market cap $500M–$5B
  • Recurring revenueNo
    1 of 10
    10-K business scored 7+ of 10 for recurring revenue
  • AI-rollup shapedNo
    0 of 10
    10-K business scored 5+ of 10 as an AI-rollup target
  • Active 13DNo
    0 filings
    Active-intent 13D in 18 months
  • Net insider sellingNo
    −$2M net
    Net sales over $10M in 12 months

Deal filings

FiledFormAcquirerPricePremium
Dec 30, 2024DEFM14A—$1.6022.6%

Key numbers

Revenue
$2.1BFY2021: $833MFY2022: $786MFY2023: $821MFY2024: $1.1BFY2025: $2.1B
96% YoY
Operating margin
34.2%FY2022: -5.0%FY2023: -4.7%FY2024: 15.6%FY2025: 34.2%
119% YoY
EBITDA
$958MFY2022: $72MFY2023: $61MFY2024: $289MFY2025: $958M
231% YoY
Net debt / EBITDA
-0.6×
−$590M net debt

Financials

MetricFY2021FY2022FY2023FY2024FY2025YoYTrend
Revenue$833M$786M$821M$1.1B$2.1B 96% FY2021: $833MFY2022: $786MFY2023: $821MFY2024: $1.1BFY2025: $2.1B
Operating income—−$39M−$39M$164M$707M 331% FY2022: −$39MFY2023: −$39MFY2024: $164MFY2025: $707M
Net income−$31M−$78M−$104M$59M$586M 895% FY2021: −$31MFY2022: −$78MFY2023: −$104MFY2024: $59MFY2025: $586M
Operating cash flow$110M$26M$67M$174M$887M 409% FY2021: $110MFY2022: $26MFY2023: $67MFY2024: $174MFY2025: $887M
Capex$310M$352M$365M$183M$221M 21% FY2021: $310MFY2022: $352MFY2023: $365MFY2024: $183MFY2025: $221M
Stock-based comp$14M$10M$11M$12M$19M 60% FY2021: $14MFY2022: $10MFY2023: $11MFY2024: $12MFY2025: $19M

13D filers

None on file.

Insider trading

−$2Mnet selling by insiders, open market, last 12 months
Bought $11K · 1 tradeSold $2M · 6 trades

Pay vs performance

No pay-versus-performance disclosure yet.