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000524.SZ$9.51+1.39%
Fair $9.51+0.0%

000524.SZ

Guangzhou Lingnan Group Holdings Company Limited

Consumer Cyclical / Travel ServicesShenzhen

$9.51

+0.13 (+1.39%)

Fairly Valued+0.0%Fair Value $9.51Fund rank 32/100 · Data gapFallback financials|
SA 39/D
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $278.6M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

39/100

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: 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 3.1%, below the 5% threshold
Thesis & Journal · 000524.SZLocal privado en este navegador · Guangzhou Lingnan Group Holdings Company Limited
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

$6.4B

P/E

86.5x

↑

EV/EBITDA

21.0x

↑

ROE

3.1%

↓

Gross Margin

18.3%

↓

Debt/Equity

0.12

↓
52-Week Range$10
$9$18

TradingView lightweight chart

000524.SZ price, volumen y niveles de valoración

Último $9.510Periodo +110.6%
Fair value: $9.510

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

+63.3%

FCF CAGR

—

FCF margin

0.4%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.50B · net income $70.1M · FCF $17.8M

2022-FY → 2025-FY

Gross margin

18.3%+3.8% pts

Operating margin

2.4%+23.6% pts

Net margin

1.6%+18.8% pts

FCF margin

0.4%+12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.50B$4.50B$4.31B$3.44B$1.03B
Net Income$70.1M$70.1M$150.1M$69.5M$-178.0M
EBITDA$244.0M$244.0M$332.6M$235.3M$-87.3M
EPS0.100.100.220.10-0.27
Gross Margin18.3%18.3%19.1%21.0%14.5%
Operating Margin2.4%2.4%2.6%2.8%-21.3%
Net Margin1.6%1.6%3.5%2.0%-17.2%
Balance Sheet
Debt/Equity0.120.120.050.050.04
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$17.8M$17.8M$278.6M$299.7M$-121.6M
Returns
ROE3.1%3.1%6.6%3.3%-8.7%
Valuation
P/E86.4586.4540.2791.50—
EV/EBITDA20.9820.9813.4721.70—
P/B2.912.912.673.023.65
Growth & Yield
Revenue Growth4.5%4.5%25.4%232.1%—
EPS Growth-54.5%-54.5%120.0%137.0%—
Dividend Yield0.8%0.8%———

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

103.6%

muy exigente

EPS terminal req.

$0.84

Spread vs growth

-158.1%

5Y implied EPS CAGR

59.2%

muy exigente

EPS terminal req.

$1.02

Spread vs growth

-113.7%

10Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$1.64

Spread vs growth

-86.9%

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 -24.9%

Total return

-24.9%

Start / end P/E

58.2x → 95.1x

EPS bridge

0.22 → 0.10

Residual

-34.5%

EPS growth-54.5%
Multiple rerating+63.3%
Dividend+0.8%
Residual / FX / buybacks / cross-term-34.5%

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.