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v0.1
002004.SZ$4.58-1.08%
Fair $4.58+0.0%

002004.SZ

Huapont Life Sciences Co.,Ltd.

Basic Materials / Agricultural InputsShenzhen

$4.58

-0.05 (-1.08%)

Fairly Valued+0.0%Fair Value $4.58Fund rank 33/100 · Data gapFallback financials|
SA 43/C
F-Score: 8/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $669.0M · quality 63.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

43/100

C

Piotroski

8/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 002004.SZLocal privado en este navegador · Huapont Life Sciences 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

$9.1B

P/E

13.1x

↓

EV/EBITDA

5.5x

↓

ROE

7.0%

↑

Gross Margin

36.9%

↑

Debt/Equity

0.71

↑
52-Week Range$5
$4$6

TradingView lightweight chart

002004.SZ price, volumen y niveles de valoración

Último $4.630Periodo +259.5%
Fair value: $4.580

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

-4.5%

FCF CAGR

+4.5%

FCF margin

12.7%

FCF / Net income

2.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.51B · net income $713.2M · FCF $1.46B

2022-FY → 2025-FY

Gross margin

36.9%-3.6% pts

Operating margin

13.1%-2.1% pts

Net margin

6.2%+2.9% pts

FCF margin

12.7%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.51B$11.51B$11.66B$11.59B$13.23B
Net Income$713.2M$713.2M$-299.0M$302.1M$433.5M
EBITDA$2.43B$2.43B$1.16B$2.13B$2.86B
EPS0.360.36-0.150.150.22
Gross Margin36.9%36.9%34.1%39.1%40.5%
Operating Margin13.1%13.1%10.9%13.0%15.2%
Net Margin6.2%6.2%-2.6%2.6%3.3%
Balance Sheet
Debt/Equity0.710.710.950.850.79
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$1.46B$1.46B$669.0M$305.4M$1.28B
Returns
ROE7.0%7.0%-3.2%3.0%4.3%
Valuation
P/E13.0913.09—30.7323.57
EV/EBITDA5.545.5412.326.644.93
P/B0.880.880.930.921.00
Growth & Yield
Revenue Growth-1.3%-1.3%0.6%-12.4%—
EPS Growth338.8%338.8%-199.2%-30.3%—
Dividend Yield4.3%4.3%———

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

4.0%

fácil

EPS terminal req.

$0.41

Spread vs growth

334.8%

5Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$0.49

Spread vs growth

332.4%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$0.79

Spread vs growth

330.6%

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 +14.7%

Total return

+14.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.15 → 0.36

Residual

+10.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+10.4%

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.