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000090.SZ$3.70-4.39%
Fair $3.70+0.0%

000090.SZ

Shenzhen Tagen Group Co., Ltd.

Industrials / Engineering & ConstructionShenzhen

$3.70

-0.17 (-4.39%)

Fairly Valued+0.0%Fair Value $3.70Fund rank 27/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9
Margin CompressionLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $994.8M · quality 42.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

35/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 4.3%, below the 5% threshold
Thesis & Journal · 000090.SZLocal privado en este navegador · Shenzhen Tagen Group 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

$6.9B

P/E

92.5x

↑

EV/EBITDA

7.7x

↓

ROE

4.3%

↓

Gross Margin

15.9%

↓

Debt/Equity

1.10

↑
52-Week Range$4
$3$5

TradingView lightweight chart

000090.SZ price, volumen y niveles de valoración

Último $3.870Periodo -2.7%
Fair value: $3.700

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-2.8%

FCF CAGR

+36.4%

FCF margin

4.7%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.36B · net income $620.6M · FCF $994.8M

2021-FY → 2024-FY

Gross margin

15.9%-3.8% pts

Operating margin

7.9%-6.7% pts

Net margin

2.9%-5.4% pts

FCF margin

4.7%+3.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$21.36B$21.36B$27.00B$26.46B$23.27B
Net Income$620.6M$620.6M$1.52B$1.95B$1.93B
EBITDA$1.67B$1.67B$2.77B$3.62B$3.37B
EPS0.260.260.740.970.96
Gross Margin15.9%15.9%14.6%20.4%19.7%
Operating Margin7.9%7.9%8.2%14.5%14.7%
Net Margin2.9%2.9%5.6%7.4%8.3%
Balance Sheet
Debt/Equity1.101.101.081.401.12
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$994.8M$994.8M$7.02B$-2.17B$392.2M
Returns
ROE4.3%4.3%10.4%14.2%15.2%
Valuation
P/E92.5092.506.125.686.39
EV/EBITDA7.697.695.175.805.41
P/B0.470.470.640.810.97
Growth & Yield
Revenue Growth-20.9%-20.9%2.0%13.7%—
EPS Growth-64.6%-64.6%-23.9%1.2%—
Dividend Yield2.6%2.6%———

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

7.9%

razonable

EPS terminal req.

$0.33

Spread vs growth

-72.5%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$0.40

Spread vs growth

-73.3%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$0.64

Spread vs growth

-74.0%

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 +5.1%

Total return

+5.1%

Start / end P/E

4.9x → 14.1x

EPS bridge

0.74 → 0.26

Residual

-122.6%

EPS growth-64.6%
Multiple rerating+189.7%
Dividend+2.6%
Residual / FX / buybacks / cross-term-122.6%

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.