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v0.1
002016.SZ$4.83+3.37%
Fair $4.83+0.0%

002016.SZ

Guangdong Shirongzhaoye Co., Ltd.

Real Estate / Real Estate - DevelopmentShenzhen

$4.83

+0.16 (+3.37%)

Fairly Valued+0.0%Fair Value $4.83Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 12.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

44/100

C

Piotroski

5/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 2.8%, below the 5% threshold
Thesis & Journal · 002016.SZLocal privado en este navegador · Guangdong Shirongzhaoye 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

$3.9B

P/E

25.4x

↑

EV/EBITDA

16.2x

↑

ROE

2.8%

↓

Gross Margin

29.0%

↓

Debt/Equity

0.29

↓
52-Week Range$5
$5$7

TradingView lightweight chart

002016.SZ price, volumen y niveles de valoración

Último $4.910Periodo +98.8%
Fair value: $4.830

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

+23.9%

FCF CAGR

—

FCF margin

-9.3%

FCF / Net income

-1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.58B · net income $137.4M · FCF $-146.8M

2022-FY → 2025-FY

Gross margin

29.0%-27.8% pts

Operating margin

11.2%-14.7% pts

Net margin

8.7%-8.3% pts

FCF margin

-9.3%+44.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.58B$1.58B$981.1M$1.55B$831.3M
Net Income$137.4M$137.4M$37.4M$202.6M$141.6M
EBITDA$266.5M$266.5M$119.2M$343.9M$227.8M
EPS0.170.170.050.250.17
Gross Margin29.0%29.0%33.9%40.4%56.8%
Operating Margin11.2%11.2%8.3%20.8%25.9%
Net Margin8.7%8.7%3.8%13.1%17.0%
Balance Sheet
Debt/Equity0.290.290.120.000.00
Current Ratio3.103.10———
Cash Flow
Free Cash Flow$-146.8M$-146.8M$-1.24B$-625.5M$-450.0M
Returns
ROE2.8%2.8%0.8%4.2%3.1%
Valuation
P/E25.4225.42125.1125.0735.31
EV/EBITDA16.1916.1941.0912.0616.34
P/B0.800.800.981.061.09
Growth & Yield
Revenue Growth61.1%61.1%-36.6%86.2%—
EPS Growth267.5%267.5%-81.6%43.1%—
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

36.2%

muy exigente

EPS terminal req.

$0.43

Spread vs growth

231.4%

5Y implied EPS CAGR

25.0%

muy exigente

EPS terminal req.

$0.52

Spread vs growth

242.5%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$0.84

Spread vs growth

250.3%

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 -13.5%

Total return

-13.5%

Start / end P/E

123.2x → 28.9x

EPS bridge

0.05 → 0.17

Residual

-204.7%

EPS growth+267.5%
Multiple rerating-76.5%
Dividend+0.2%
Residual / FX / buybacks / cross-term-204.7%

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.