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000631.SZ$3.41-0.29%
Fair $3.41+0.0%

000631.SZ

Shunfa Hengneng Corporation

Real Estate / Real Estate - DevelopmentShenzhen

$3.41

-0.01 (-0.29%)

Fairly Valued+0.0%Fair Value $3.41Fund rank 29/100 · Data gapFallback financials|
SA 54/C
F-Score: 1/9
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 9.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

54/100

C

Piotroski

1/9

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 1.0%, below the 5% threshold
Thesis & Journal · 000631.SZLocal privado en este navegador · Shunfa Hengneng Corporation
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

$7.8B

P/E

170.5x

↑

EV/EBITDA

9.7x

↓

ROE

1.0%

↓

Gross Margin

27.2%

↓

Debt/Equity

0.08

↓
52-Week Range$3
$3$5

TradingView lightweight chart

000631.SZ price, volumen y niveles de valoración

Último $3.420Periodo +66.2%
Fair value: $3.410

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

+17.1%

FCF CAGR

—

FCF margin

-28.8%

FCF / Net income

-2.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $492.9M · net income $59.0M · FCF $-141.8M

2022-FY → 2025-FY

Gross margin

27.2%-25.9% pts

Operating margin

10.3%-19.9% pts

Net margin

12.0%-40.8% pts

FCF margin

-28.8%-170.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$492.9M$492.9M$571.3M$2.24B$307.2M
Net Income$59.0M$59.0M$107.0M$331.3M$161.9M
EBITDA$231.4M$231.4M$266.7M$492.9M$275.9M
EPS0.030.030.050.150.07
Gross Margin27.2%27.2%32.0%18.5%53.1%
Operating Margin10.3%10.3%15.6%15.4%30.2%
Net Margin12.0%12.0%18.7%14.8%52.7%
Balance Sheet
Debt/Equity0.080.080.080.000.01
Current Ratio4.304.30———
Cash Flow
Free Cash Flow$-141.8M$-141.8M$137.2M$51.5M$435.1M
Returns
ROE1.0%1.0%1.8%5.6%2.6%
Valuation
P/E170.50170.5055.2021.9350.00
EV/EBITDA9.699.694.644.799.90
P/B1.141.141.001.241.32
Growth & Yield
Revenue Growth-13.7%-13.7%-74.5%628.1%—
EPS Growth-40.0%-40.0%-66.7%114.3%—
Dividend Yield0.4%0.4%———

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

116.1%

muy exigente

EPS terminal req.

$0.30

Spread vs growth

-156.1%

5Y implied EPS CAGR

64.9%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

-104.9%

10Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$0.59

Spread vs growth

-74.7%

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 +17.2%

Total return

+17.2%

Start / end P/E

58.4x → 113.7x

EPS bridge

0.05 → 0.03

Residual

-37.9%

EPS growth-40.0%
Multiple rerating+94.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-37.9%

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.