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000004.SZ$2.76+0.00%
Fair $2.76+0.0%

000004.SZ

Shenzhen GuoHua Network Security Technology Co., Ltd.

Healthcare / BiotechnologyShenzhen

$2.76

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.76Fund rank 26/100 · Data gapFallback financials|
SA 34/D
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-20.2M · quality 46.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists.
Thesis & Journal · 000004.SZLocal privado en este navegador · Shenzhen GuoHua Network Security Technology Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$365M

P/E

30.7x

↑

EV/EBITDA

6.0x

↓

ROE

6.9%

↑

Gross Margin

81.0%

↑

Debt/Equity

0.07

↓
52-Week Range$3
$3$14

TradingView lightweight chart

000004.SZ price, volumen y niveles de valoración

Último $2.760Periodo -59.5%
Fair value: $2.760

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.1%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

4.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $177.0M · net income $6.5M · FCF $27.4M

2022-FY → 2025-FY

Gross margin

81.0%+43.6% pts

Operating margin

7.3%+32.3% pts

Net margin

3.7%+361.1% pts

FCF margin

15.5%+35.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$177.0M$177.0M$98.7M$110.0M$166.5M
Net Income$6.5M$6.5M$-131.5M$-157.0M$-595.0M
EBITDA$42.7M$42.7M$-150.3M$-160.0M$-600.5M
EPS0.050.05-0.99-1.19-4.07
Gross Margin81.0%81.0%76.9%57.6%37.4%
Operating Margin7.3%7.3%-35.9%-43.3%-25.0%
Net Margin3.7%3.7%-133.3%-142.7%-357.5%
Balance Sheet
Debt/Equity0.070.070.210.050.03
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$27.4M$27.4M$-20.2M$-36.4M$-33.9M
Returns
ROE6.9%6.9%-205.4%-80.3%-168.8%
Valuation
P/E30.6730.67———
EV/EBITDA5.975.97———
P/B3.903.9025.8611.073.99
Growth & Yield
Revenue Growth79.4%79.4%-10.3%-33.9%—
EPS Growth104.9%104.9%16.2%70.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

71.0%

muy exigente

EPS terminal req.

$0.24

Spread vs growth

34.0%

5Y implied EPS CAGR

43.3%

muy exigente

EPS terminal req.

$0.30

Spread vs growth

61.6%

10Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$0.48

Spread vs growth

79.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -67.9%

Total return

-67.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.99 → 0.05

Residual

-67.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-67.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.