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001313.SZ$7.92-5.15%
Fair $7.92+0.0%

001313.SZ

Guangdong Yuehai Feeds Group Co.,Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$7.92

-0.43 (-5.15%)

Fairly Valued+0.0%Fair Value $7.92Fund rank 31/100 · Data gapFallback financials|
SA 32/D
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $397.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

32/100

D

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 0.7%, below the 5% threshold
Thesis & Journal · 001313.SZLocal privado en este navegador · Guangdong Yuehai Feeds Group 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

88.0x

↑

EV/EBITDA

24.2x

↑

ROE

0.7%

↓

Gross Margin

9.5%

↓

Debt/Equity

0.24

↓
52-Week Range$8
$6$10

TradingView lightweight chart

001313.SZ price, volumen y niveles de valoración

Último $8.350Periodo +7.7%
Fair value: $7.920

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

-2.9%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

8.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.49B · net income $17.8M · FCF $142.5M

2022-FY → 2025-FY

Gross margin

9.5%-0.3% pts

Operating margin

2.7%+0.2% pts

Net margin

0.3%-1.4% pts

FCF margin

2.2%+8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.49B$6.49B$5.91B$6.87B$7.09B
Net Income$17.8M$17.8M$-85.4M$41.1M$115.6M
EBITDA$171.0M$171.0M$-2.3M$166.1M$240.8M
EPS0.030.03-0.120.060.17
Gross Margin9.5%9.5%10.7%10.7%9.8%
Operating Margin2.7%2.7%3.8%3.4%2.5%
Net Margin0.3%0.3%-1.4%0.6%1.6%
Balance Sheet
Debt/Equity0.240.240.260.240.28
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$142.5M$142.5M$413.3M$397.3M$-459.0M
Returns
ROE0.7%0.7%-3.3%1.5%4.1%
Valuation
P/E88.0088.00—141.8355.06
EV/EBITDA24.1824.18—32.5325.56
P/B1.851.852.292.142.28
Growth & Yield
Revenue Growth9.8%9.8%-14.0%-3.1%—
EPS Growth125.0%125.0%-300.0%-64.7%—
Dividend Yield1.4%1.4%———

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

186.1%

muy exigente

EPS terminal req.

$0.70

Spread vs growth

-61.1%

5Y implied EPS CAGR

95.2%

muy exigente

EPS terminal req.

$0.85

Spread vs growth

29.8%

10Y implied EPS CAGR

46.5%

muy exigente

EPS terminal req.

$1.37

Spread vs growth

78.5%

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 -4.0%

Total return

-4.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.12 → 0.03

Residual

-5.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-5.4%

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.