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002073.SZ$5.80+2.11%
Fair $5.80+0.0%

002073.SZ

Mesnac Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$5.80

+0.12 (+2.11%)

Fairly Valued+0.0%Fair Value $5.80Fund rank 25/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $73.3M · quality 40.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

41/100

C

Piotroski

3/9

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 · 002073.SZLocal privado en este navegador · Mesnac 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

$5.9B

P/E

16.6x

↓

EV/EBITDA

4.0x

↓

ROE

6.4%

↑

Gross Margin

22.1%

↓

Debt/Equity

0.32

↓
52-Week Range$6
$6$10

TradingView lightweight chart

002073.SZ price, volumen y niveles de valoración

Último $5.800Periodo +3.3%
Fair value: $5.800

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

+13.2%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.32B · net income $403.1M · FCF $73.3M

2022-FY → 2025-FY

Gross margin

22.1%+2.0% pts

Operating margin

8.2%+2.8% pts

Net margin

4.8%+1.3% pts

FCF margin

0.9%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.32B$8.32B$7.18B$5.65B$5.74B
Net Income$403.1M$403.1M$506.2M$333.1M$202.7M
EBITDA$907.2M$907.2M$961.9M$728.0M$431.4M
EPS0.390.390.500.350.21
Gross Margin22.1%22.1%23.4%25.5%20.2%
Operating Margin8.2%8.2%9.7%8.8%5.4%
Net Margin4.8%4.8%7.1%5.9%3.5%
Balance Sheet
Debt/Equity0.320.320.280.340.31
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$73.3M$73.3M$618.7M$-294.6M$-71.2M
Returns
ROE6.4%6.4%8.5%6.3%4.2%
Valuation
P/E16.5716.5715.3917.9332.32
EV/EBITDA3.973.975.906.4312.08
P/B0.930.931.291.111.35
Growth & Yield
Revenue Growth16.0%16.0%27.1%-1.5%—
EPS Growth-20.9%-20.9%43.1%62.4%—
Dividend Yield2.2%2.2%———

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

9.3%

razonable

EPS terminal req.

$0.51

Spread vs growth

-30.2%

5Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$0.62

Spread vs growth

-30.5%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$1.00

Spread vs growth

-30.7%

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 -27.0%

Total return

-27.0%

Start / end P/E

16.4x → 14.7x

EPS bridge

0.50 → 0.39

Residual

+2.2%

EPS growth-20.9%
Multiple rerating-10.5%
Dividend+2.2%
Residual / FX / buybacks / cross-term+2.2%

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.