Cimpress plc Ordinary Shares (Ireland) (CMPR)

Turnaround

FairStock Score: 29/100 — RISKY

Key Financials

Current Price$82.00
Market Cap$2.0B
P/E Ratio21.19
ROE—%
Dividend Yield0%
SectorIndustrials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Cimpress as a printing and mass-customization business with a real customer base but a narrow moat. It sells business cards, signage, and marketing materials through Vista, PrintBrothers, The Print Group, and National Pen. Scale and web ordering help, but switching costs are low and competition is relentless. In fiscal 2026, the year ended 2026-06-30, revenue was $3.7B, net income $95.9M, and diluted EPS $3.79, versus fiscal 2025, the year ended 2025-06-30, revenue of $3.4B, net income $15.0M, and EPS $0.58. That is a sharp rebound. Yet fiscal 2024, the year ended 2024-06-30, had net income of $173.7M and EPS of $6.43, so this is not yet a fully healed business. Quarterly results are lumpy: in fiscal Q3 2026, the quarter ended 2026-03-31, net income was $13.8M on revenue of $886.2M, while fiscal Q3 2025, the quarter ended 2025-03-31, had a net loss of $8.2M. Free cash flow is the attraction: TTM FCF was $116.4M, a 6.4% FCF yield at the 2026-10-13 close. But FairStock calculations show a P/E of 19.71, EV/EBITDA of 8.18, ROCE of 7.50%, a Piotroski F-score of 6/9, and an Altman Z-score of 1.01. That low Z-score warns of financial fragility. The FairStock score is 29/100 and the computed Lynch category is TURNAROUND, because it returned to profit after a loss within the last three years. At $74.71, the price looks fair to moderately cheap if margins keep expanding, but the thin net margin and weak balance-sheet signal mean I would demand more evidence of durable profitability before calling it a bargain.

In plain English: Cimpress makes customized printed products such as business cards, signs, and marketing materials for small businesses and consumers. In fiscal 2026 it earned $95.9 million on $3.7 billion of revenue, so it is profitable, though margins are thin and the balance sheet looks stretched. At $74.71 on 2026-10-13, the price looks neither a clear bargain nor wildly expensive based on the company's earnings and cash flow.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2026 10-Q (period ended 2025-12-31) · fiscal Q1 2026 10-Q (period ended 2025-09-30) · fiscal Q3 2025 10-Q (period ended 2025-03-31) · FY2026 10-K (period ended 2026-06-30) · FY2025 10-K (period ended 2025-06-30) · FY2024 10-K (period ended 2024-06-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer