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000523.SZ$3.28+4.46%
Fair $3.28+0.0%

000523.SZ

Hongmian Zhihui Science and Technology Innovation Co.,Ltd.Guangzhou

Consumer Defensive / Household & Personal ProductsShenzhen

$3.28

+0.14 (+4.46%)

Fairly Valued+0.0%Fair Value $3.28Fund rank 30/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $371.5M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

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: 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. Revenue has declined for 3 consecutive years ROE is 4.1%, below the 5% threshold
Thesis & Journal · 000523.SZLocal privado en este navegador · Hongmian Zhihui Science and Technology Innovation Co.,Ltd.Guangzhou
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

$6.0B

P/E

54.7x

↑

EV/EBITDA

18.3x

↑

ROE

4.1%

↓

Gross Margin

14.5%

↓

Debt/Equity

0.52

↑
52-Week Range$3
$3$4

TradingView lightweight chart

000523.SZ price, volumen y niveles de valoración

Último $3.280Periodo +20.6%
Fair value: $3.280

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

-7.0%

FCF CAGR

—

FCF margin

17.9%

FCF / Net income

4.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.12B · net income $79.4M · FCF $379.0M

2022-FY → 2025-FY

Gross margin

14.5%+3.0% pts

Operating margin

5.0%+5.4% pts

Net margin

3.7%+5.6% pts

FCF margin

17.9%+32.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.12B$2.12B$2.23B$2.63B$2.64B
Net Income$79.4M$79.4M$519.7M$74.8M$-48.2M
EBITDA$319.4M$319.4M$316.2M$204.5M$118.3M
EPS0.040.040.280.04-0.03
Gross Margin14.5%14.5%14.9%12.4%11.5%
Operating Margin5.0%5.0%6.2%4.3%-0.4%
Net Margin3.7%3.7%23.3%2.8%-1.8%
Balance Sheet
Debt/Equity0.520.520.480.490.82
Current Ratio3.123.12———
Cash Flow
Free Cash Flow$379.0M$379.0M$64.5M$371.5M$-389.9M
Returns
ROE4.1%4.1%26.4%5.3%-4.2%
Valuation
P/E54.6754.679.6876.25—
EV/EBITDA18.3318.3315.0125.4453.67
P/B3.113.112.554.075.01
Growth & Yield
Revenue Growth-4.9%-4.9%-15.3%-0.3%—
EPS Growth-84.6%-84.6%607.8%233.3%—

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

88.3%

muy exigente

EPS terminal req.

$0.29

Spread vs growth

-172.9%

5Y implied EPS CAGR

51.9%

muy exigente

EPS terminal req.

$0.35

Spread vs growth

-136.5%

10Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$0.57

Spread vs growth

-113.8%

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 -4.7%

Total return

-4.7%

Start / end P/E

12.2x → 75.2x

EPS bridge

0.28 → 0.04

Residual

-439.2%

EPS growth-84.6%
Multiple rerating+519.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-439.2%

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.