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000677.SZ$2.11+0.48%
Fair $2.11+0.0%

000677.SZ

CHTC Helon Co., Ltd.

Industrials / ConglomeratesShenzhen

$2.11

+0.01 (+0.48%)

Fairly Valued+0.0%Fair Value $2.11Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $101.0M · quality 71.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

38/100

D

Piotroski

5/9

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 0.7%, below the 5% threshold
Thesis & Journal · 000677.SZLocal privado en este navegador · CHTC Helon 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

$1.8B

P/E

527.5x

↑

EV/EBITDA

8.2x

↓

ROE

0.7%

↓

Gross Margin

21.8%

↓

Debt/Equity

0.09

↓
52-Week Range$2
$2$7

TradingView lightweight chart

000677.SZ price, volumen y niveles de valoración

Último $2.100Periodo +9.1%
Fair value: $2.110

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

+5.0%

FCF CAGR

-67.0%

FCF margin

0.3%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $3.5M · FCF $3.3M

2022-FY → 2025-FY

Gross margin

21.8%-1.7% pts

Operating margin

11.1%-2.9% pts

Net margin

0.3%-4.7% pts

FCF margin

0.3%-9.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.15B$1.15B$1.06B$1.03B$991.0M
Net Income$3.5M$3.5M$43.9M$46.4M$49.6M
EBITDA$170.7M$170.7M$172.8M$170.6M$182.3M
EPS0.000.000.050.050.06
Gross Margin21.8%21.8%21.3%20.9%23.5%
Operating Margin11.1%11.1%13.5%13.0%14.1%
Net Margin0.3%0.3%4.2%4.5%5.0%
Balance Sheet
Debt/Equity0.090.090.140.000.13
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$3.3M$3.3M$132.6M$101.0M$91.7M
Returns
ROE0.7%0.7%8.7%10.1%11.9%
Valuation
P/E527.50527.5075.0062.8050.33
EV/EBITDA8.178.1716.7914.6712.47
P/B3.603.606.526.326.01
Growth & Yield
Revenue Growth8.6%8.6%2.4%3.9%—
EPS Growth-92.0%-92.0%0.0%-16.7%—

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

260.4%

muy exigente

EPS terminal req.

$0.19

Spread vs growth

-352.4%

5Y implied EPS CAGR

124.2%

muy exigente

EPS terminal req.

$0.23

Spread vs growth

-216.2%

10Y implied EPS CAGR

57.0%

muy exigente

EPS terminal req.

$0.36

Spread vs growth

-149.0%

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 -65.5%

Total return

-65.5%

Start / end P/E

122.4x → 527.5x

EPS bridge

0.05 → 0.00

Residual

-304.5%

EPS growth-92.0%
Multiple rerating+331.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-304.5%

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.