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000712.SZ$10.99-0.54%
Fair $10.99+0.0%

000712.SZ

Guangdong Golden Dragon Development Inc.

Financial Services / Capital MarketsShenzhen

$10.99

-0.06 (-0.54%)

Fairly Valued+0.0%Fair Value $10.99Fund rank 28/100 · Data gapFallback financials|
SA 18/F
F-Score: 7/9
High Debt

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 0.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

18/100

F

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 2.09, above the 2.0 threshold
Thesis & Journal · 000712.SZLocal privado en este navegador · Guangdong Golden Dragon Development Inc.
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

$9.8B

P/E

26.8x

↑

EV/EBITDA

N/A

•

ROE

10.6%

↑

Gross Margin

N/A

•

Debt/Equity

2.09

↑
52-Week Range$11
$10$16

TradingView lightweight chart

000712.SZ price, volumen y niveles de valoración

Último $10.99Periodo +401.9%
Fair value: $10.99

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

—

FCF CAGR

—

FCF margin

380.9%

FCF / Net income

4.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $354.3M · net income $283.5M · FCF $1.35B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

80.0%-507.9% pts

FCF margin

380.9%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$354.3M$354.3M$292.7M$-68.3M$-66.7M
Net Income$283.5M$283.5M$-89.2M$-384.1M$-392.1M
EPS0.320.32-0.10-0.43-0.44
Net Margin80.0%80.0%-30.5%562.6%587.9%
Balance Sheet
Debt/Equity2.092.093.333.072.44
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$1.35B$1.35B$3.16B$-632.5M$-260.9M
Returns
ROE10.6%10.6%-3.7%-15.6%-13.8%
Valuation
P/E26.8026.80———
P/B3.633.634.594.984.03
Growth & Yield
Revenue Growth21.0%21.0%528.8%-2.4%—
EPS Growth420.0%420.0%76.7%2.3%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

45.0%

muy exigente

EPS terminal req.

$0.98

Spread vs growth

375.0%

5Y implied EPS CAGR

29.8%

muy exigente

EPS terminal req.

$1.18

Spread vs growth

390.2%

10Y implied EPS CAGR

19.5%

exigente

EPS terminal req.

$1.90

Spread vs growth

400.5%

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 -13.8%

Total return

-13.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → 0.32

Residual

-13.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.8%

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.