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000045.SZ$11.25+0.89%
Fair $11.25+0.0%

000045.SZ

Shenzhen Textile (Holdings) Co., Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$11.25

+0.10 (+0.89%)

Fairly Valued+0.0%Fair Value $11.25Fund rank 36/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
Low Profitability

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $120.7M · quality 71.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

40/100

C

Piotroski

3/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 000045.SZLocal privado en este navegador · Shenzhen Textile (Holdings) 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

$5.7B

P/E

80.4x

↑

EV/EBITDA

14.7x

↑

ROE

2.3%

↓

Gross Margin

15.0%

↓

Debt/Equity

0.11

↓
52-Week Range$11
$10$16

TradingView lightweight chart

000045.SZ price, volumen y niveles de valoración

Último $11.38Periodo +125.2%
Fair value: $11.25

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

+4.5%

FCF CAGR

-33.3%

FCF margin

3.4%

FCF / Net income

1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.24B · net income $68.4M · FCF $108.8M

2022-FY → 2025-FY

Gross margin

15.0%-1.4% pts

Operating margin

7.6%-0.7% pts

Net margin

2.1%-0.5% pts

FCF margin

3.4%-9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.24B$3.24B$3.34B$3.08B$2.84B
Net Income$68.4M$68.4M$89.4M$79.3M$73.3M
EBITDA$367.6M$367.6M$422.7M$422.9M$346.1M
EPS0.140.140.180.160.14
Gross Margin15.0%15.0%16.2%16.8%16.3%
Operating Margin7.6%7.6%8.7%9.3%8.4%
Net Margin2.1%2.1%2.7%2.6%2.6%
Balance Sheet
Debt/Equity0.110.110.080.220.26
Current Ratio4.074.07———
Cash Flow
Free Cash Flow$108.8M$108.8M$201.8M$120.7M$367.0M
Returns
ROE2.3%2.3%3.0%2.8%2.6%
Valuation
P/E80.3680.3657.1770.1980.29
EV/EBITDA14.6514.6511.8413.5215.68
P/B1.851.851.731.932.00
Growth & Yield
Revenue Growth-2.8%-2.8%8.3%8.5%—
EPS Growth-22.2%-22.2%12.5%14.3%—
Dividend Yield0.6%0.6%———

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

92.5%

muy exigente

EPS terminal req.

$1.00

Spread vs growth

-114.7%

5Y implied EPS CAGR

53.9%

muy exigente

EPS terminal req.

$1.21

Spread vs growth

-76.1%

10Y implied EPS CAGR

30.1%

muy exigente

EPS terminal req.

$1.95

Spread vs growth

-52.3%

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 +7.5%

Total return

+7.5%

Start / end P/E

59.2x → 81.3x

EPS bridge

0.18 → 0.14

Residual

-8.3%

EPS growth-22.2%
Multiple rerating+37.4%
Dividend+0.6%
Residual / FX / buybacks / cross-term-8.3%

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.