StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
000929.SZ$10.54+0.19%
Fair $10.54+0.0%

000929.SZ

Lanzhou Huanghe Enterprise Co., Ltd

Consumer Defensive / Beverages - BrewersShenzhen

$10.54

+0.02 (+0.19%)

Fairly Valued+0.0%Fair Value $10.54Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Margin 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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-87.9M · quality 55.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

31/100

D

Piotroski

4/9

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. Operating margin has declined for 3 consecutive years ROE is -24.9%, below the 5% threshold
Thesis & Journal · 000929.SZLocal privado en este navegador · Lanzhou Huanghe Enterprise 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

$2.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-24.9%

↓

Gross Margin

22.4%

↓

Debt/Equity

0.13

↓
52-Week Range$11
$7$12

TradingView lightweight chart

000929.SZ price, volumen y niveles de valoración

Último $10.54Periodo +72.0%
Fair value: $10.54

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

-75.1%

FCF / Net income

3.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $369.0M · net income $-90.9M · FCF $-277.1M

2022-FY → 2025-FY

Gross margin

22.4%+6.6% pts

Operating margin

-59.3%-39.4% pts

Net margin

-24.6%-13.7% pts

FCF margin

-75.1%-83.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$369.0M$369.0M$210.5M$241.2M$266.5M
Net Income$-90.9M$-90.9M$-99.9M$-46.7M$-29.2M
EBITDA$-197.6M$-197.6M$-96.2M$-35.3M$-25.4M
EPS-0.49-0.49-0.54-0.25-0.16
Gross Margin22.4%22.4%7.9%15.2%15.8%
Operating Margin-59.3%-59.3%-45.2%-24.9%-19.9%
Net Margin-24.6%-24.6%-47.4%-19.4%-11.0%
Balance Sheet
Debt/Equity0.130.130.020.010.03
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$-277.1M$-277.1M$-87.9M$-36.9M$22.5M
Returns
ROE-24.9%-24.9%-20.5%-8.0%-4.6%
Valuation
P/B5.315.312.433.093.70
Growth & Yield
Revenue Growth75.3%75.3%-12.7%-9.5%—
EPS Growth8.2%8.2%-113.8%-59.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +34.3%

Total return

+34.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.54 → -0.49

Residual

+34.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+34.3%

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.