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Company Analysis

Cannae Holdings, Inc. CNNE

A comprehensive view of key metrics, scores, and financial health for Cannae Holdings, Inc.

Overview of Cannae Holdings, Inc.

CNNE NYQ
Consumer Cyclical Restaurants Framework: General Corporate Small Cap
Cannae Holdings, Inc. (CNNE), is a Small Cap company, in the Restaurants industry, last closed at $17.55, about 82.6% overvalued vs fair value, +0.8% 1Y return, ranked 477/548 in sector.
Metrics Rev Growth -6.4% ROE -35.9% Gross Margin -1.9% Div Yield 3.93%
USD 17.55
2.39%
(Delayed)
• Vol 90d: 26.6%
52-Week Range
Market Cap
$761.20M
Enterprise Value
$715.00M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Good
Efficiency
Weak
Valuation
Weak
Growth
Weak
Profitability
Fair
Health
Good
Efficiency
Weak
Valuation
Weak
Completeness: 94%
Confidence: 93%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.cannaeholdings.com
HQ Las Vegas, NV
Employees 7,317
Fiscal year Dec 31

Next Events

Earnings Nov 9 Call: Nov 9

Fair Value Snapshot

Bear Base Bull
$1
$3
$5
Current: $17.55 -83% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$423.6M
-6.4%%
Gross Profit
-$8.2M
-382.8%%
Operating Income
-$119.6M
-15.3%%
Net Income
-$513.2M
-68.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
5.6%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
2
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Cannae Holdings, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
22
/100
Weak
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Strong Liquidity Buffer Liquidity position is strong (score 0.85), providing operational cushion.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 1.9th percentile with high volatility suggests weak pricing power or commoditized products.
  • Below-Peer Operating Efficiency Operating margin at 7.4th percentile indicates below-peer efficiency.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Weak
18
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 85% Coverage
Trade-Off Triangle Visualization A ternary plot showing CNNE's balance between Growth (20.2%), Profitability (20.7%), and Safety (59.0%). Growth 20% Safety 59% Profitability 21%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

18th percentile vs peers
18
Key Signals
Rev Growth YoY -6.4% 21p EPS Growth YoY -92.0% 17p TSR -17.7% 30p Revenue CAGR 3Y -13.8% 9p
Strengths
  • Debt/FCF Ratio in top 20% of peers (-2.48, 85th percentile)
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks
  • Growth in bottom 20% of peers (percentile: 18)
  • EPS Growth YoY in bottom 20% of peers (-92.0%)

Profitability

18th percentile vs peers
19
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
53
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Cannae Holdings, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$3.05
- - -
-82.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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