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002097.SZ$8.67+1.05%
Fair $8.67+0.0%

002097.SZ

Sunward Intelligent Equipment Co., Ltd.

Industrials / Farm & Heavy Construction MachineryShenzhen

$8.67

+0.09 (+1.05%)

Fairly Valued+0.0%Fair Value $8.67Fund rank 18/100 · Data gapFallback financials|
SA 28/D
F-Score: 7/9
High DebtLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-329.1M · quality 22.3/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

28/100

D

Piotroski

7/9

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. Debt-to-Equity ratio is 2.10, above the 2.0 threshold ROE is 1.8%, below the 5% threshold
Thesis & Journal · 002097.SZLocal privado en este navegador · Sunward Intelligent Equipment 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

$9.3B

P/E

123.9x

↑

EV/EBITDA

19.4x

↑

ROE

1.8%

↓

Gross Margin

29.5%

↑

Debt/Equity

2.10

↑
52-Week Range$9
$7$21

TradingView lightweight chart

002097.SZ price, volumen y niveles de valoración

Último $8.670Periodo +44.1%
Fair value: $8.670

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

-0.3%

FCF CAGR

—

FCF margin

-4.5%

FCF / Net income

-3.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.31B · net income $84.2M · FCF $-329.1M

2022-FY → 2025-FY

Gross margin

29.5%+8.1% pts

Operating margin

7.5%+6.0% pts

Net margin

1.2%+15.9% pts

FCF margin

-4.5%+23.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.31B$7.31B$7.12B$7.23B$7.37B
Net Income$84.2M$84.2M$73.0M$50.0M$-1.09B
EBITDA$889.6M$889.6M$914.8M$930.9M$-285.1M
EPS0.080.080.070.05-1.00
Gross Margin29.5%29.5%28.7%27.3%21.4%
Operating Margin7.5%7.5%9.1%8.6%1.5%
Net Margin1.2%1.2%1.0%0.7%-14.8%
Balance Sheet
Debt/Equity2.102.102.102.171.98
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$-329.1M$-329.1M$89.7M$-818.4M$-2.05B
Returns
ROE1.8%1.8%1.6%1.1%-24.0%
Valuation
P/E123.86123.8698.53130.54—
EV/EBITDA19.4019.4018.4417.71—
P/B2.002.001.561.421.45
Growth & Yield
Revenue Growth2.7%2.7%-1.5%-2.0%—
EPS Growth15.3%15.3%46.0%104.6%—
Dividend Yield0.2%0.2%———

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

114.2%

muy exigente

EPS terminal req.

$0.77

Spread vs growth

-98.9%

5Y implied EPS CAGR

64.1%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-48.8%

10Y implied EPS CAGR

34.3%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

-19.0%

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 +17.4%

Total return

+17.4%

Start / end P/E

109.0x → 110.7x

EPS bridge

0.07 → 0.08

Residual

+0.2%

EPS growth+15.3%
Multiple rerating+1.6%
Dividend+0.2%
Residual / FX / buybacks / cross-term+0.2%

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.