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000036.SZ$5.19+0.00%
Fair $5.19+0.0%

000036.SZ

China Union Holdings Ltd.

Real Estate / Real Estate - DevelopmentShenzhen

$5.19

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.19Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 6.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

49/100

C

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.4%, below the 5% threshold
Thesis & Journal · 000036.SZLocal privado en este navegador · China Union Holdings 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

$7.3B

P/E

86.5x

↑

EV/EBITDA

26.2x

↑

ROE

1.4%

↓

Gross Margin

57.3%

↑

Debt/Equity

0.11

↓
52-Week Range$5
$3$8

TradingView lightweight chart

000036.SZ price, volumen y niveles de valoración

Último $5.190Periodo +253.9%
Fair value: $5.190

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

-35.8%

FCF CAGR

-49.9%

FCF margin

45.8%

FCF / Net income

4.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $621.5M · net income $70.1M · FCF $284.3M

2022-FY → 2025-FY

Gross margin

57.3%+5.5% pts

Operating margin

22.4%-11.4% pts

Net margin

11.3%-7.3% pts

FCF margin

45.8%-50.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$621.5M$621.5M$425.3M$565.2M$2.34B
Net Income$70.1M$70.1M$40.5M$81.6M$435.7M
EBITDA$230.8M$230.8M$170.9M$195.7M$911.8M
EPS0.050.050.030.060.29
Gross Margin57.3%57.3%48.6%49.9%51.9%
Operating Margin22.4%22.4%13.3%10.6%33.8%
Net Margin11.3%11.3%9.5%14.4%18.6%
Balance Sheet
Debt/Equity0.110.110.110.120.12
Current Ratio3.653.65———
Cash Flow
Free Cash Flow$284.3M$284.3M$-326.3M$-939.2M$2.25B
Returns
ROE1.4%1.4%0.8%1.5%8.2%
Valuation
P/E86.5086.50124.0061.5014.03
EV/EBITDA26.2126.2123.3318.853.12
P/B1.421.420.990.941.15
Growth & Yield
Revenue Growth46.1%46.1%-24.8%-75.9%—
EPS Growth66.7%66.7%-50.0%-79.3%—

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

109.6%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

-43.0%

5Y implied EPS CAGR

62.0%

muy exigente

EPS terminal req.

$0.56

Spread vs growth

4.7%

10Y implied EPS CAGR

33.5%

muy exigente

EPS terminal req.

$0.90

Spread vs growth

33.2%

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 +45.8%

Total return

+45.8%

Start / end P/E

118.7x → 103.8x

EPS bridge

0.03 → 0.05

Residual

-8.4%

EPS growth+66.7%
Multiple rerating-12.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.4%

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.