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001238.SZ$42.26+0.19%
Fair $42.26+0.0%

001238.SZ

Zhejiang Zhengte Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$42.26

+0.08 (+0.19%)

Fairly Valued+0.0%Fair Value $42.26Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-77.3M · quality 54.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

40/100

C

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: 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 3.2%, below the 5% threshold
Thesis & Journal · 001238.SZLocal privado en este navegador · Zhejiang Zhengte 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

$4.7B

P/E

120.7x

↑

EV/EBITDA

34.9x

↑

ROE

3.2%

↓

Gross Margin

25.3%

↓

Debt/Equity

0.20

↓
52-Week Range$42
$34$58

TradingView lightweight chart

001238.SZ price, volumen y niveles de valoración

Último $42.26Periodo +82.9%
Fair value: $42.26

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

+6.7%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.68B · net income $36.2M · FCF $-77.3M

2022-FY → 2025-FY

Gross margin

25.3%+4.3% pts

Operating margin

3.8%-2.0% pts

Net margin

2.2%-2.1% pts

FCF margin

-4.6%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.68B$1.68B$1.24B$1.09B$1.38B
Net Income$36.2M$36.2M$-14.0M$16.9M$59.2M
EBITDA$130.4M$130.4M$59.6M$60.5M$103.7M
EPS0.330.33-0.130.150.66
Gross Margin25.3%25.3%25.3%24.3%21.0%
Operating Margin3.8%3.8%-0.7%0.5%5.8%
Net Margin2.2%2.2%-1.1%1.5%4.3%
Balance Sheet
Debt/Equity0.200.200.120.010.02
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$-77.3M$-77.3M$-110.2M$3.6M$-59.6M
Returns
ROE3.2%3.2%-1.3%1.6%5.4%
Valuation
P/E120.74120.74—159.7344.21
EV/EBITDA34.8934.8946.1538.0521.06
P/B4.134.132.702.482.39
Growth & Yield
Revenue Growth35.6%35.6%13.4%-21.1%—
EPS Growth353.8%353.8%-186.7%-77.3%—
Dividend Yield0.2%0.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

124.8%

muy exigente

EPS terminal req.

$3.75

Spread vs growth

229.0%

5Y implied EPS CAGR

68.9%

muy exigente

EPS terminal req.

$4.54

Spread vs growth

284.9%

10Y implied EPS CAGR

36.3%

muy exigente

EPS terminal req.

$7.31

Spread vs growth

317.5%

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 +16.8%

Total return

+16.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → 0.33

Residual

+16.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+16.6%

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.