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001380.SZ$17.33-1.76%
Fair $17.33+0.0%

001380.SZ

Hwaway Technology Corporation Limited

Consumer Cyclical / Auto PartsShenzhen

$17.33

-0.31 (-1.76%)

Fairly Valued+0.0%Fair Value $17.33Fund rank 25/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $-183.8M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

48/100

C

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: 0unknown: 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.
Thesis & Journal · 001380.SZLocal privado en este navegador · Hwaway Technology Corporation Limited
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

18.6x

↑

EV/EBITDA

11.6x

↑

ROE

14.3%

↑

Gross Margin

26.6%

↓

Debt/Equity

0.06

↓
52-Week Range$17
$17$31

TradingView lightweight chart

001380.SZ price, volumen y niveles de valoración

Último $17.64Periodo +20.1%
Fair value: $17.33

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

+30.8%

FCF CAGR

+63.1%

FCF margin

8.4%

FCF / Net income

0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.99B · net income $275.1M · FCF $168.1M

2022-FY → 2025-FY

Gross margin

26.6%+2.7% pts

Operating margin

15.5%+1.5% pts

Net margin

13.8%+1.1% pts

FCF margin

8.4%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.99B$1.99B$1.86B$1.24B$890.2M
Net Income$275.1M$275.1M$226.4M$164.1M$112.7M
EBITDA$381.0M$381.0M$315.8M$226.9M$155.5M
EPS1.021.020.840.680.56
Gross Margin26.6%26.6%25.7%27.2%23.9%
Operating Margin15.5%15.5%15.7%16.9%14.0%
Net Margin13.8%13.8%12.2%13.2%12.7%
Balance Sheet
Debt/Equity0.060.060.080.070.22
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$168.1M$168.1M$-379.2M$-183.8M$38.8M
Returns
ROE14.3%14.3%13.4%10.9%20.0%
Valuation
P/E18.6318.6316.8923.32—
EV/EBITDA11.6011.6011.8615.05—
P/B2.422.422.262.53—
Growth & Yield
Revenue Growth7.1%7.1%49.7%39.6%—
EPS Growth21.4%21.4%24.3%21.4%—
Dividend Yield1.1%1.1%———

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

14.7%

razonable

EPS terminal req.

$1.54

Spread vs growth

6.8%

5Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$1.86

Spread vs growth

8.7%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$3.00

Spread vs growth

10.0%

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 -19.7%

Total return

-19.7%

Start / end P/E

26.0x → 17.0x

EPS bridge

0.84 → 1.02

Residual

-7.4%

EPS growth+21.4%
Multiple rerating-34.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-7.4%

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.