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002103.SZ$7.23+2.70%
Fair $7.23+0.0%

002103.SZ

Guangbo Group Stock Co., Ltd.

Industrials / Business Equipment & SuppliesShenzhen

$7.23

+0.19 (+2.70%)

Fairly Valued+0.0%Fair Value $7.23Fund rank 30/100 · Data gapFallback financials|
SA 35/D
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $196.0M · quality 56.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

35/100

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: 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 · 002103.SZLocal privado en este navegador · Guangbo Group Stock 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

$3.9B

P/E

24.9x

↑

EV/EBITDA

17.0x

↑

ROE

13.3%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.31

↓
52-Week Range$7
$7$13

TradingView lightweight chart

002103.SZ price, volumen y niveles de valoración

Último $7.230Periodo +34.2%
Fair value: $7.230

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

+3.4%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.75B · net income $164.6M · FCF $-20.0M

2022-FY → 2025-FY

Gross margin

16.8%+2.7% pts

Operating margin

5.9%+3.9% pts

Net margin

6.0%+7.5% pts

FCF margin

-0.7%-9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.75B$2.75B$2.78B$2.69B$2.49B
Net Income$164.6M$164.6M$152.2M$169.2M$-36.2M
EBITDA$238.0M$238.0M$217.9M$238.6M$42.4M
EPS0.310.310.290.32-0.07
Gross Margin16.8%16.8%15.9%14.7%14.0%
Operating Margin5.9%5.9%5.6%3.5%2.0%
Net Margin6.0%6.0%5.5%6.3%-1.5%
Balance Sheet
Debt/Equity0.310.310.330.410.69
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$-20.0M$-20.0M$196.0M$446.0M$218.9M
Returns
ROE13.3%13.3%14.4%17.9%-4.7%
Valuation
P/E24.9324.9331.0324.88—
EV/EBITDA16.9916.9922.3517.5969.57
P/B3.103.104.484.463.72
Growth & Yield
Revenue Growth-1.2%-1.2%3.3%8.2%—
EPS Growth6.9%6.9%-9.4%557.1%—

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

27.4%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

-20.5%

5Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$0.78

Spread vs growth

-13.3%

10Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$1.25

Spread vs growth

-8.1%

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 -22.8%

Total return

-22.8%

Start / end P/E

32.3x → 23.3x

EPS bridge

0.29 → 0.31

Residual

-1.9%

EPS growth+6.9%
Multiple rerating-27.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.9%

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.