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002029.SZ$8.84+2.91%
Fair $8.84+0.0%

002029.SZ

Fujian Septwolves Industry Co., Ltd.

Consumer Cyclical / Apparel ManufacturingShenzhen

$8.84

+0.25 (+2.91%)

Fairly Valued+0.0%Fair Value $8.84Fund rank 35/100 · Data gapFallback financials|
SA 52/C
F-Score: 8/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $231.6M · quality 73.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

52/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 4.9%, below the 5% threshold
Thesis & Journal · 002029.SZLocal privado en este navegador · Fujian Septwolves Industry 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

$6.2B

P/E

26.0x

↑

EV/EBITDA

10.9x

↑

ROE

4.9%

↓

Gross Margin

54.4%

↑

Debt/Equity

0.25

↓
52-Week Range$9
$7$15

TradingView lightweight chart

002029.SZ price, volumen y niveles de valoración

Último $8.840Periodo +371.1%
Fair value: $8.840

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

-2.4%

FCF CAGR

+29.9%

FCF margin

9.3%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.00B · net income $332.7M · FCF $278.1M

2022-FY → 2025-FY

Gross margin

54.4%+9.2% pts

Operating margin

8.5%-3.7% pts

Net margin

11.1%+6.4% pts

FCF margin

9.3%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.00B$3.00B$3.14B$3.44B$3.23B
Net Income$332.7M$332.7M$284.5M$270.1M$150.6M
EBITDA$643.3M$643.3M$571.8M$616.4M$452.9M
EPS0.490.490.410.380.21
Gross Margin54.4%54.4%51.6%49.9%45.2%
Operating Margin8.5%8.5%8.2%14.2%12.2%
Net Margin11.1%11.1%9.1%7.8%4.7%
Balance Sheet
Debt/Equity0.250.250.370.360.40
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$278.1M$278.1M$103.0M$231.6M$127.0M
Returns
ROE4.9%4.9%4.3%4.2%2.4%
Valuation
P/E26.0026.0014.9315.1326.24
EV/EBITDA10.9110.9110.038.4010.84
P/B0.890.890.650.640.64
Growth & Yield
Revenue Growth-4.3%-4.3%-8.8%6.7%—
EPS Growth19.5%19.5%7.9%81.0%—
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

17.0%

exigente

EPS terminal req.

$0.78

Spread vs growth

2.5%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$0.95

Spread vs growth

5.4%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$1.53

Spread vs growth

7.5%

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 +33.5%

Total return

+33.5%

Start / end P/E

16.3x → 18.0x

EPS bridge

0.41 → 0.49

Residual

+2.1%

EPS growth+19.5%
Multiple rerating+10.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term+2.1%

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.