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001366.SZ$14.76-0.94%
Fair $14.76+0.0%

001366.SZ

Boen Group Co., Ltd.

Consumer Defensive / Farm ProductsShenzhen

$14.76

-0.14 (-0.94%)

Fairly Valued+0.0%Fair Value $14.76Fund rank 32/100 · Data gapFallback financials|
SA 30/D
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 24%

FCF escenarios

weak_data · normalized FCF $-101.7M · quality 73.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

30/100

D

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 -2.5%, below the 5% threshold
Thesis & Journal · 001366.SZLocal privado en este navegador · Boen 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

$2.4B

P/E

N/A

•

EV/EBITDA

105.5x

↑

ROE

-2.5%

↓

Gross Margin

12.5%

↓

Debt/Equity

0.32

↓
52-Week Range$15
$11$19

TradingView lightweight chart

001366.SZ price, volumen y niveles de valoración

Último $14.76Periodo +10.0%
Fair value: $14.76

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

-7.3%

FCF CAGR

—

FCF margin

-7.5%

FCF / Net income

5.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.36B · net income $-19.8M · FCF $-101.7M

2022-FY → 2025-FY

Gross margin

12.5%-0.4% pts

Operating margin

0.4%-4.6% pts

Net margin

-1.5%-6.0% pts

FCF margin

-7.5%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.36B$1.36B$1.02B$1.44B$1.71B
Net Income$-19.8M$-19.8M$-28.7M$48.7M$77.2M
EBITDA$22.7M$22.7M$-1.3M$75.6M$106.4M
EPS-0.12-0.12-0.180.320.64
Gross Margin12.5%12.5%13.8%14.2%12.9%
Operating Margin0.4%0.4%-2.3%3.3%5.1%
Net Margin-1.5%-1.5%-2.8%3.4%4.5%
Balance Sheet
Debt/Equity0.320.320.190.090.17
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$-101.7M$-101.7M$-119.8M$-82.5M$-69.9M
Returns
ROE-2.5%-2.5%-3.5%5.7%14.8%
Valuation
P/E———48.37—
EV/EBITDA105.49105.49—27.49—
P/B3.063.062.032.74—
Growth & Yield
Revenue Growth33.8%33.8%-29.2%-16.0%—
EPS Growth33.3%33.3%-156.3%-50.0%—

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 +27.1%

Total return

+27.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.18 → -0.12

Residual

+27.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+27.1%

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.