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001259.SZ$74.59-10.00%
Fair $74.59+0.0%

001259.SZ

Beijing Liven Technology Co.,Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$74.59

-8.29 (-10.00%)

Fairly Valued+0.0%Fair Value $74.59Fund rank 25/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $-126.1M · quality 48.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

54/100

C

Piotroski

6/9

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 1.3%, below the 5% threshold
Thesis & Journal · 001259.SZLocal privado en este navegador · Beijing Liven 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

$5.5B

P/E

438.8x

↑

EV/EBITDA

631.7x

↑

ROE

1.3%

↓

Gross Margin

26.1%

↓

Debt/Equity

0.01

↓
52-Week Range$75
$23$90

TradingView lightweight chart

001259.SZ price, volumen y niveles de valoración

Último $74.59Periodo +162.3%
Fair value: $74.59

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

-12.9%

FCF CAGR

—

FCF margin

-31.0%

FCF / Net income

-14.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $434.4M · net income $9.3M · FCF $-134.9M

2022-FY → 2025-FY

Gross margin

26.1%-4.8% pts

Operating margin

-0.4%-11.3% pts

Net margin

2.1%-5.7% pts

FCF margin

-31.0%-32.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$434.4M$434.4M$381.4M$429.0M$656.9M
Net Income$9.3M$9.3M$10.8M$21.1M$51.4M
EBITDA$8.3M$8.3M$7.3M$20.1M$80.9M
EPS0.130.130.150.290.84
Gross Margin26.1%26.1%25.5%25.6%30.9%
Operating Margin-0.4%-0.4%-0.6%2.3%10.9%
Net Margin2.1%2.1%2.8%4.9%7.8%
Balance Sheet
Debt/Equity0.010.010.010.000.01
Current Ratio3.703.70———
Cash Flow
Free Cash Flow$-134.9M$-134.9M$-126.1M$-14.5M$8.1M
Returns
ROE1.3%1.3%1.5%2.8%7.0%
Valuation
P/E438.76438.76136.21105.3033.85
EV/EBITDA631.75631.75154.2383.6714.67
P/B7.547.542.042.922.35
Growth & Yield
Revenue Growth13.9%13.9%-11.1%-34.7%—
EPS Growth-13.6%-13.6%-48.3%-65.8%—
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

272.5%

muy exigente

EPS terminal req.

$6.62

Spread vs growth

-286.1%

5Y implied EPS CAGR

128.7%

muy exigente

EPS terminal req.

$8.01

Spread vs growth

-142.3%

10Y implied EPS CAGR

58.6%

muy exigente

EPS terminal req.

$12.90

Spread vs growth

-72.2%

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 +215.7%

Total return

+215.7%

Start / end P/E

159.4x → 582.3x

EPS bridge

0.15 → 0.13

Residual

-36.1%

EPS growth-13.6%
Multiple rerating+265.3%
Dividend+0.2%
Residual / FX / buybacks / cross-term-36.1%

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.