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000705.SZ$7.02-2.77%
Fair $7.02+0.0%

000705.SZ

Zhejiang Zhenyuan Share Co.,Ltd.

Healthcare / Drug Manufacturers - GeneralShenzhen

$7.02

-0.20 (-2.77%)

Fairly Valued+0.0%Fair Value $7.02Fund rank 28/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9
Declining RevenueMargin CompressionLow 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 $-145.6M · quality 64.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

32/100

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: 3unknown: 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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · 000705.SZLocal privado en este navegador · Zhejiang Zhenyuan Share 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

$2.3B

P/E

100.3x

↑

EV/EBITDA

14.7x

↑

ROE

1.1%

↑

Gross Margin

24.9%

↓

Debt/Equity

0.14

↓
52-Week Range$7
$7$12

TradingView lightweight chart

000705.SZ price, volumen y niveles de valoración

Último $7.020Periodo +59.7%
Fair value: $7.020

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

-18.1%

FCF CAGR

—

FCF margin

-6.4%

FCF / Net income

-6.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28B · net income $22.7M · FCF $-145.6M

2022-FY → 2025-FY

Gross margin

24.9%+6.7% pts

Operating margin

0.6%-2.1% pts

Net margin

1.0%-0.9% pts

FCF margin

-6.4%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.28B$2.28B$3.74B$4.11B$4.15B
Net Income$22.7M$22.7M$34.7M$81.6M$77.9M
EBITDA$144.2M$144.2M$157.9M$214.0M$198.9M
EPS0.070.070.100.240.23
Gross Margin24.9%24.9%18.8%18.7%18.2%
Operating Margin0.6%0.6%1.4%2.4%2.7%
Net Margin1.0%1.0%0.9%2.0%1.9%
Balance Sheet
Debt/Equity0.140.140.250.040.04
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$-145.6M$-145.6M$-255.3M$-103.2M$-124.1M
Returns
ROE1.1%1.1%1.8%4.1%4.1%
Valuation
P/E100.29100.2973.7044.4634.48
EV/EBITDA14.7214.7215.7715.2211.64
P/B1.151.151.311.841.40
Growth & Yield
Revenue Growth-39.2%-39.2%-8.9%-0.9%—
EPS Growth-30.0%-30.0%-58.3%4.3%—
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

107.2%

muy exigente

EPS terminal req.

$0.62

Spread vs growth

-137.2%

5Y implied EPS CAGR

60.9%

muy exigente

EPS terminal req.

$0.75

Spread vs growth

-90.9%

10Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$1.21

Spread vs growth

-63.0%

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 -14.1%

Total return

-14.1%

Start / end P/E

82.5x → 100.3x

EPS bridge

0.10 → 0.07

Residual

-6.5%

EPS growth-30.0%
Multiple rerating+21.6%
Dividend+0.8%
Residual / FX / buybacks / cross-term-6.5%

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.