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000548.SZ$5.00+3.52%
Fair $5.00+0.0%

000548.SZ

Hunan Investment Group Co.,Ltd.

Industrials / Engineering & ConstructionShenzhen

$5.00

+0.17 (+3.52%)

Fairly Valued+0.0%Fair Value $5.00Fund rank 32/100 · Data gapFallback financials|
SA 39/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $100.9M · 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 36/100Data 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: 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 2 consecutive years ROE is 2.0%, below the 5% threshold
Thesis & Journal · 000548.SZLocal privado en este navegador · Hunan Investment 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

$2.5B

P/E

71.4x

↑

EV/EBITDA

14.1x

↑

ROE

2.0%

↓

Gross Margin

43.2%

↑

Debt/Equity

0.07

↓
52-Week Range$5
$5$6

TradingView lightweight chart

000548.SZ price, volumen y niveles de valoración

Último $5.000Periodo +1.4%
Fair value: $5.000

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

+7.7%

FCF CAGR

—

FCF margin

-25.7%

FCF / Net income

-3.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $519.4M · net income $42.1M · FCF $-133.7M

2022-FY → 2025-FY

Gross margin

43.2%+2.9% pts

Operating margin

21.1%+5.4% pts

Net margin

8.1%-0.4% pts

FCF margin

-25.7%-149.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$519.4M$519.4M$631.2M$1.25B$415.4M
Net Income$42.1M$42.1M$81.4M$148.7M$35.4M
EBITDA$145.0M$145.0M$187.2M$276.4M$114.1M
EPS0.080.080.160.300.07
Gross Margin43.2%43.2%41.3%31.0%40.2%
Operating Margin21.1%21.1%23.4%16.4%15.7%
Net Margin8.1%8.1%12.9%11.9%8.5%
Balance Sheet
Debt/Equity0.070.070.100.110.23
Current Ratio4.714.71———
Cash Flow
Free Cash Flow$-133.7M$-133.7M$100.9M$370.7M$512.0M
Returns
ROE2.0%2.0%4.0%7.4%1.9%
Valuation
P/E71.4371.4329.6818.8777.57
EV/EBITDA14.1014.109.728.1522.34
P/B1.211.211.191.401.48
Growth & Yield
Revenue Growth-17.7%-17.7%-49.5%200.9%—
EPS Growth-48.3%-48.3%-45.6%328.6%—
Dividend Yield1.0%1.0%———

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

73.9%

muy exigente

EPS terminal req.

$0.44

Spread vs growth

-122.3%

5Y implied EPS CAGR

44.8%

muy exigente

EPS terminal req.

$0.54

Spread vs growth

-93.1%

10Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

-74.5%

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 -3.9%

Total return

-3.9%

Start / end P/E

32.3x → 59.3x

EPS bridge

0.16 → 0.08

Residual

-40.5%

EPS growth-48.3%
Multiple rerating+83.9%
Dividend+1.0%
Residual / FX / buybacks / cross-term-40.5%

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.