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000889.SZ$3.88-3.24%
Fair $3.88+0.0%

000889.SZ

ZJBC Information Technology Co., Ltd

Technology / Information Technology ServicesShenzhen

$3.88

-0.13 (-3.24%)

Fairly Valued+0.0%Fair Value $3.88Fund rank 30/100 · Data gapFallback financials|
SA 19/F
F-Score: 3/9
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-67.6M · quality 67.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

19/100

F

Piotroski

3/9

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 -35.3%, below the 5% threshold
Thesis & Journal · 000889.SZLocal privado en este navegador · ZJBC Information Technology 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

$3.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-35.3%

↓

Gross Margin

8.8%

↓

Debt/Equity

0.44

↑
52-Week Range$4
$3$6

TradingView lightweight chart

000889.SZ price, volumen y niveles de valoración

Último $4.010Periodo -24.8%
Fair value: $3.880

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-9.1%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.46B · net income $-35.4M · FCF $-67.6M

2021-FY → 2024-FY

Gross margin

8.8%+0.5% pts

Operating margin

-1.9%-0.2% pts

Net margin

-2.4%+100.3% pts

FCF margin

-4.6%+1.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.46B$1.46B$1.43B$1.52B$1.95B
Net Income$-35.4M$-35.4M$-125.3M$-79.1M$-2.00B
EBITDA$-9.0M$-9.0M$-94.4M$-30.7M$-1.94B
EPS-0.04-0.04-0.13-0.08—
Gross Margin8.8%8.8%8.9%9.7%8.2%
Operating Margin-1.9%-1.9%-3.2%-1.8%-1.7%
Net Margin-2.4%-2.4%-8.8%-5.2%-102.8%
Balance Sheet
Debt/Equity0.440.440.340.280.46
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$-67.6M$-67.6M$-84.0M$-26.3M$-114.9M
Returns
ROE-35.3%-35.3%-92.3%-30.3%-593.3%
Valuation
P/B36.2636.2614.836.8410.09
Growth & Yield
Revenue Growth2.4%2.4%-5.8%-22.3%—
EPS Growth71.7%71.7%-58.2%——

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 +39.6%

Total return

+39.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → -0.04

Residual

+39.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+39.6%

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.