StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
000025.SZ$15.60-0.38%
Fair $15.60+0.0%

000025.SZ

Shenzhen Tellus Holding Co., Ltd.

Consumer Cyclical / Luxury GoodsShenzhen

$15.60

-0.06 (-0.38%)

Fairly Valued+0.0%Fair Value $15.60Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9

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 19%

FCF escenarios

weak_data · normalized FCF $303.8M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

42/100

C

Piotroski

7/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 000025.SZLocal privado en este navegador · Shenzhen Tellus Holding 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

$6.7B

P/E

47.3x

↑

EV/EBITDA

27.5x

↑

ROE

7.8%

↑

Gross Margin

17.1%

↓

Debt/Equity

0.05

↓
52-Week Range$16
$14$21

TradingView lightweight chart

000025.SZ price, volumen y niveles de valoración

Último $15.60Periodo +174.8%
Fair value: $15.60

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

+20.4%

FCF CAGR

—

FCF margin

20.8%

FCF / Net income

2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.46B · net income $142.9M · FCF $303.8M

2022-FY → 2025-FY

Gross margin

17.1%+0.7% pts

Operating margin

11.2%+3.2% pts

Net margin

9.8%-0.2% pts

FCF margin

20.8%+45.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.46B$1.46B$2.61B$1.85B$837.7M
Net Income$142.9M$142.9M$136.6M$118.3M$83.5M
EBITDA$242.8M$242.8M$224.0M$208.6M$142.6M
EPS0.330.330.320.270.19
Gross Margin17.1%17.1%9.1%10.7%16.4%
Operating Margin11.2%11.2%5.9%4.2%8.0%
Net Margin9.8%9.8%5.2%6.4%10.0%
Balance Sheet
Debt/Equity0.050.050.120.140.11
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$303.8M$303.8M$356.0M$-145.0M$-204.0M
Returns
ROE7.8%7.8%7.9%7.4%5.5%
Valuation
P/E47.2747.2748.7156.8791.38
EV/EBITDA27.4827.4828.9432.2651.79
P/B3.683.683.854.195.07
Growth & Yield
Revenue Growth-44.1%-44.1%41.5%120.5%—
EPS Growth4.5%4.5%15.6%41.6%—
Dividend Yield0.7%0.7%———

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

61.0%

muy exigente

EPS terminal req.

$1.38

Spread vs growth

-56.5%

5Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$1.67

Spread vs growth

-33.7%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$2.70

Spread vs growth

-18.8%

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 -9.5%

Total return

-9.5%

Start / end P/E

54.8x → 47.1x

EPS bridge

0.32 → 0.33

Residual

-0.6%

EPS growth+4.5%
Multiple rerating-14.1%
Dividend+0.7%
Residual / FX / buybacks / cross-term-0.6%

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.