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002017.SZ$16.62+1.96%
Fair $16.62+0.0%

002017.SZ

Eastcompeace Technology Co.Ltd

Technology / Software - InfrastructureShenzhen

$16.62

+0.32 (+1.96%)

Fairly Valued+0.0%Fair Value $16.62Fund rank 39/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $207.8M · quality 84.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

50/100

C

Piotroski

4/9

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 · 002017.SZLocal privado en este navegador · Eastcompeace Technology 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

$9.6B

P/E

57.3x

↑

EV/EBITDA

36.3x

↑

ROE

9.0%

↑

Gross Margin

32.1%

↓

Debt/Equity

0.00

↓
52-Week Range$17
$10$36

TradingView lightweight chart

002017.SZ price, volumen y niveles de valoración

Último $16.62Periodo +520.3%
Fair value: $16.62

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

+0.9%

FCF CAGR

-5.4%

FCF margin

16.0%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.32B · net income $163.1M · FCF $210.5M

2022-FY → 2025-FY

Gross margin

32.1%+1.7% pts

Operating margin

12.4%+2.5% pts

Net margin

12.4%+5.2% pts

FCF margin

16.0%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.32B$1.32B$1.38B$1.38B$1.29B
Net Income$163.1M$163.1M$189.8M$171.8M$91.7M
EBITDA$210.7M$210.7M$241.3M$241.4M$158.9M
EPS0.280.280.330.300.16
Gross Margin32.1%32.1%33.2%33.7%30.4%
Operating Margin12.4%12.4%15.2%15.6%9.8%
Net Margin12.4%12.4%13.7%12.4%7.1%
Balance Sheet
Debt/Equity0.000.000.000.000.04
Current Ratio2.402.40———
Cash Flow
Free Cash Flow$210.5M$210.5M$172.4M$207.8M$248.4M
Returns
ROE9.0%9.0%10.9%10.4%6.1%
Valuation
P/E57.3157.3129.3934.2866.56
EV/EBITDA36.3036.3015.3316.9328.04
P/B5.305.303.193.564.03
Growth & Yield
Revenue Growth-4.7%-4.7%0.2%7.5%—
EPS Growth-14.0%-14.0%10.4%87.3%—
Dividend Yield1.0%1.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

73.8%

muy exigente

EPS terminal req.

$1.47

Spread vs growth

-87.8%

5Y implied EPS CAGR

44.7%

muy exigente

EPS terminal req.

$1.78

Spread vs growth

-58.8%

10Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$2.87

Spread vs growth

-40.2%

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 +65.9%

Total return

+65.9%

Start / end P/E

30.8x → 59.1x

EPS bridge

0.33 → 0.28

Residual

-12.9%

EPS growth-14.0%
Multiple rerating+91.8%
Dividend+1.0%
Residual / FX / buybacks / cross-term-12.9%

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.