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000695.SZ$15.26+0.79%
Fair $15.26+0.0%

000695.SZ

Tianjin Binhai Energy & Development Co.,Ltd

Utilities / Utilities - Regulated ElectricShenzhen

$15.26

+0.12 (+0.79%)

Fairly Valued+0.0%Fair Value $15.26Fund rank 25/100 · Data gapFallback financials|
SA 22/D
F-Score: 0/9
High DebtLow 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 16%

FCF escenarios

weak_data · normalized FCF $-311.4M · quality 46.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

22/100

D

Piotroski

0/9

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. Debt-to-Equity ratio is 3.01, above the 2.0 threshold ROE is -1.2%, below the 5% threshold
Thesis & Journal · 000695.SZLocal privado en este navegador · Tianjin Binhai Energy & Development 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

$3.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-118.7%

↓

Gross Margin

0.2%

↓

Debt/Equity

3.01

↑
52-Week Range$15
$10$19

TradingView lightweight chart

000695.SZ price, volumen y niveles de valoración

Último $15.26Periodo +179.7%
Fair value: $15.26

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

+11.5%

FCF CAGR

—

FCF margin

-70.1%

FCF / Net income

4.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $574.7M · net income $-88.1M · FCF $-402.8M

2022-FY → 2025-FY

Gross margin

0.2%+7.0% pts

Operating margin

-7.0%+18.3% pts

Net margin

-15.3%+9.3% pts

FCF margin

-70.1%-53.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$574.7M$574.7M$497.4M$343.9M$415.1M
Net Income$-88.1M$-88.1M$-32.7M$-18.1M$-102.4M
EBITDA$-49.1M$-49.1M$1.9M$-6.6M$-37.3M
EPS-0.40-0.40-0.15-0.08-0.46
Gross Margin0.2%0.2%5.3%3.2%-6.8%
Operating Margin-7.0%-7.0%-2.5%-11.9%-25.2%
Net Margin-15.3%-15.3%-6.6%-5.3%-24.7%
Balance Sheet
Debt/Equity3.013.010.570.110.36
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$-402.8M$-402.8M$-311.4M$-167.8M$-67.6M
Returns
ROE-118.7%-118.7%-21.6%-9.9%-50.9%
Valuation
EV/EBITDA——1154.48——
P/B45.6545.6513.8513.8016.52
Growth & Yield
Revenue Growth15.5%15.5%44.7%-17.2%—
EPS Growth-169.3%-169.3%-80.7%82.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +47.6%

Total return

+47.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.15 → -0.40

Residual

+47.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+47.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.