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000058.SZ$7.13-2.60%
Fair $7.13+0.0%

000058.SZ

Shenzhen SEG Co.,Ltd

Real Estate / Real Estate ServicesShenzhen

$7.13

-0.19 (-2.60%)

Fairly Valued+0.0%Fair Value $7.13Fund rank 35/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9
Declining RevenueLow 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 11.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.4%, below the 5% threshold
Thesis & Journal · 000058.SZLocal privado en este navegador · Shenzhen SEG 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

$8.8B

P/E

118.8x

↑

EV/EBITDA

27.3x

↑

ROE

3.4%

↓

Gross Margin

26.9%

↓

Debt/Equity

0.44

↓
52-Week Range$7
$7$12

TradingView lightweight chart

000058.SZ price, volumen y niveles de valoración

Último $7.130Periodo -42.6%
Fair value: $7.130

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

-2.6%

FCF CAGR

-25.9%

FCF margin

3.8%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $69.4M · FCF $64.1M

2022-FY → 2025-FY

Gross margin

26.9%+11.3% pts

Operating margin

14.8%+8.0% pts

Net margin

4.1%+3.2% pts

FCF margin

3.8%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.77B$1.95B$1.83B
Net Income$69.4M$69.4M$45.2M$90.5M$15.8M
EBITDA$317.6M$317.6M$303.6M$393.8M$300.1M
EPS0.060.060.040.070.01
Gross Margin26.9%26.9%25.7%23.0%15.6%
Operating Margin14.8%14.8%14.9%5.3%6.8%
Net Margin4.1%4.1%2.6%4.6%0.9%
Balance Sheet
Debt/Equity0.440.440.390.510.53
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$64.1M$64.1M$116.3M$239.8M$157.6M
Returns
ROE3.4%3.4%2.2%4.5%0.8%
Valuation
P/E118.83118.83204.36100.29748.00
EV/EBITDA27.2727.2729.6422.6539.43
P/B4.364.364.474.526.12
Growth & Yield
Revenue Growth-4.5%-4.5%-9.3%6.6%—
EPS Growth53.7%53.7%-47.6%600.0%—
Dividend Yield0.3%0.3%———

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

123.9%

muy exigente

EPS terminal req.

$0.63

Spread vs growth

-70.2%

5Y implied EPS CAGR

68.5%

muy exigente

EPS terminal req.

$0.77

Spread vs growth

-14.8%

10Y implied EPS CAGR

36.1%

muy exigente

EPS terminal req.

$1.23

Spread vs growth

17.5%

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 -15.7%

Total return

-15.7%

Start / end P/E

231.3x → 126.4x

EPS bridge

0.04 → 0.06

Residual

-24.3%

EPS growth+53.7%
Multiple rerating-45.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term-24.3%

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.