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002035.SZ$5.24+2.95%
Fair $5.24+0.0%

002035.SZ

Vatti Corporation Limited

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$5.24

+0.15 (+2.95%)

Fairly Valued+0.0%Fair Value $5.24Fund rank 35/100 · Data gapFallback financials|
SA 40/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $394.4M · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

40/100

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 · 002035.SZLocal privado en este navegador · Vatti 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

$4.4B

P/E

14.2x

↓

EV/EBITDA

5.4x

↓

ROE

7.9%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.03

↓
52-Week Range$5
$5$7

TradingView lightweight chart

002035.SZ price, volumen y niveles de valoración

Último $5.240Periodo +521.1%
Fair value: $5.240

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

-1.0%

FCF CAGR

+19.1%

FCF margin

5.2%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.65B · net income $301.0M · FCF $294.4M

2022-FY → 2025-FY

Gross margin

42.5%+3.0% pts

Operating margin

6.3%-0.8% pts

Net margin

5.3%+2.9% pts

FCF margin

5.2%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.65B$5.65B$6.37B$6.23B$5.82B
Net Income$301.0M$301.0M$484.7M$447.2M$143.1M
EBITDA$486.3M$486.3M$655.1M$614.9M$260.9M
EPS0.360.360.580.530.17
Gross Margin42.5%42.5%40.7%41.1%39.5%
Operating Margin6.3%6.3%8.3%10.0%7.1%
Net Margin5.3%5.3%7.6%7.2%2.5%
Balance Sheet
Debt/Equity0.030.030.020.010.07
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$294.4M$294.4M$394.4M$881.5M$174.2M
Returns
ROE7.9%7.9%12.8%12.3%4.3%
Valuation
P/E14.1614.1612.2511.8334.12
EV/EBITDA5.425.426.626.1813.36
P/B1.141.141.571.451.48
Growth & Yield
Revenue Growth-11.4%-11.4%2.2%7.1%—
EPS Growth-37.8%-37.8%10.4%212.5%—
Dividend Yield7.6%7.6%———

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

8.7%

razonable

EPS terminal req.

$0.46

Spread vs growth

-46.5%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$0.56

Spread vs growth

-47.0%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$0.91

Spread vs growth

-47.4%

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 -12.6%

Total return

-12.6%

Start / end P/E

11.3x → 14.5x

EPS bridge

0.58 → 0.36

Residual

-10.7%

EPS growth-37.8%
Multiple rerating+28.2%
Dividend+7.6%
Residual / FX / buybacks / cross-term-10.7%

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.