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000823.SZ$16.22+1.95%
Fair $16.22+0.0%

000823.SZ

Guangdong Goworld Co., Ltd.

Technology / Consumer ElectronicsShenzhen

$16.22

+0.31 (+1.95%)

Fairly Valued+0.0%Fair Value $16.22Fund rank 35/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9
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 $172.9M · quality 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

59/100

C

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); composite fair value and forward targets are disabled until manually verified. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 000823.SZLocal privado en este navegador · Guangdong Goworld 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

$9.2B

P/E

40.5x

↑

EV/EBITDA

12.3x

↓

ROE

4.6%

↓

Gross Margin

17.3%

↓

Debt/Equity

0.27

↑
52-Week Range$16
$10$18

TradingView lightweight chart

000823.SZ price, volumen y niveles de valoración

Último $15.91Periodo +186.7%
Fair value: $16.22

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

-1.7%

FCF CAGR

+23.3%

FCF margin

7.9%

FCF / Net income

2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.33B · net income $222.4M · FCF $497.4M

2022-FY → 2025-FY

Gross margin

17.3%-2.3% pts

Operating margin

5.6%-2.2% pts

Net margin

3.5%-2.7% pts

FCF margin

7.9%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.33B$6.33B$5.76B$5.46B$6.67B
Net Income$222.4M$222.4M$215.8M$196.0M$416.8M
EBITDA$664.0M$664.0M$646.6M$612.6M$810.6M
EPS0.410.410.400.360.75
Gross Margin17.3%17.3%17.5%18.2%19.7%
Operating Margin5.6%5.6%5.1%5.3%7.8%
Net Margin3.5%3.5%3.7%3.6%6.2%
Balance Sheet
Debt/Equity0.270.270.300.370.36
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$497.4M$497.4M$167.5M$172.9M$265.3M
Returns
ROE4.6%4.6%4.5%4.3%9.3%
Valuation
P/E40.5540.5523.7725.6412.75
EV/EBITDA12.2512.257.437.736.20
P/B1.781.781.071.091.18
Growth & Yield
Revenue Growth10.0%10.0%5.5%-18.2%—
EPS Growth3.1%3.1%10.1%-51.4%—
Dividend Yield1.3%1.3%———

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

51.5%

muy exigente

EPS terminal req.

$1.44

Spread vs growth

-48.3%

5Y implied EPS CAGR

33.3%

muy exigente

EPS terminal req.

$1.74

Spread vs growth

-30.2%

10Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$2.80

Spread vs growth

-18.0%

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 +59.7%

Total return

+59.7%

Start / end P/E

25.5x → 39.2x

EPS bridge

0.40 → 0.41

Residual

+1.7%

EPS growth+3.1%
Multiple rerating+53.6%
Dividend+1.3%
Residual / FX / buybacks / cross-term+1.7%

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.