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002069.SZ$3.58+4.99%
Fair $3.58+0.0%

002069.SZ

Zoneco Group Co., Ltd.

Consumer Defensive / Farm ProductsShenzhen

$3.58

+0.17 (+4.99%)

Fairly Valued+0.0%Fair Value $3.58Fund rank 25/100 · Data gapFallback financials|
SA 9/F
F-Score: 5/9
High DebtDeclining 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 32% · confianza 20%

FCF escenarios

weak_data · normalized FCF $45.5M · quality 36.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

9/100

F

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: 3unknown: 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. Debt-to-Equity ratio is 51.68, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -28.9%, below the 5% threshold
Thesis & Journal · 002069.SZLocal privado en este navegador · Zoneco Group 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

$2.5B

P/E

N/A

•

EV/EBITDA

32.3x

↑

ROE

-28.9%

↓

Gross Margin

15.9%

↓

Debt/Equity

51.68

↑
52-Week Range$4
$3$5

TradingView lightweight chart

002069.SZ price, volumen y niveles de valoración

Último $3.580Periodo -65.4%
Fair value: $3.580

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

-14.2%

FCF CAGR

-31.4%

FCF margin

1.6%

FCF / Net income

-1.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.28B · net income $-10.8M · FCF $20.9M

2022-FY → 2025-FY

Gross margin

15.9%-0.4% pts

Operating margin

1.5%-5.0% pts

Net margin

-0.8%-1.0% pts

FCF margin

1.6%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.28B$1.28B$1.58B$1.68B$2.02B
Net Income$-10.8M$-10.8M$-21.9M$8.6M$3.9M
EBITDA$120.4M$120.4M$120.9M$164.4M$205.7M
EPS-0.02-0.02-0.030.010.01
Gross Margin15.9%15.9%11.2%17.4%16.4%
Operating Margin1.5%1.5%-0.5%5.9%6.4%
Net Margin-0.8%-0.8%-1.4%0.5%0.2%
Balance Sheet
Debt/Equity51.6851.6837.6825.8830.73
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$20.9M$20.9M$45.5M$174.6M$64.7M
Returns
ROE-28.9%-28.9%-42.4%11.0%6.0%
Valuation
P/E———367.77656.36
EV/EBITDA32.3232.3231.2528.1420.00
P/B68.6068.6047.0740.4739.52
Growth & Yield
Revenue Growth-19.3%-19.3%-5.7%-17.0%—
EPS Growth51.0%51.0%-354.5%120.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -11.4%

Total return

-11.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → -0.02

Residual

-11.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.4%

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.