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002116.SZ$9.09-1.94%
Fair $9.09+0.0%

002116.SZ

China Haisum Engineering Co., Ltd.

Industrials / Engineering & ConstructionShenzhen

$9.09

-0.18 (-1.94%)

Fairly Valued+0.0%Fair Value $9.09Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $-192.9M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

47/100

C

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: 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 · 002116.SZLocal privado en este navegador · China Haisum Engineering 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

$4.2B

P/E

12.5x

↓

EV/EBITDA

2.5x

↓

ROE

12.3%

↑

Gross Margin

15.7%

↓

Debt/Equity

0.01

↓
52-Week Range$9
$9$12

TradingView lightweight chart

002116.SZ price, volumen y niveles de valoración

Último $9.270Periodo +69.4%
Fair value: $9.090

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

+6.7%

FCF CAGR

—

FCF margin

-2.8%

FCF / Net income

-0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.96B · net income $340.5M · FCF $-192.9M

2022-FY → 2025-FY

Gross margin

15.7%+2.4% pts

Operating margin

5.5%+1.1% pts

Net margin

4.9%+1.3% pts

FCF margin

-2.8%-17.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.96B$6.96B$6.82B$6.65B$5.72B
Net Income$340.5M$340.5M$335.4M$310.3M$206.6M
EBITDA$473.7M$473.7M$444.4M$426.0M$287.5M
EPS0.740.740.730.720.49
Gross Margin15.7%15.7%15.3%14.6%13.3%
Operating Margin5.5%5.5%5.4%4.9%4.4%
Net Margin4.9%4.9%4.9%4.7%3.6%
Balance Sheet
Debt/Equity0.010.010.010.020.02
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$-192.9M$-192.9M$180.5M$-359.1M$811.9M
Returns
ROE12.3%12.3%13.2%13.5%12.5%
Valuation
P/E12.4512.4512.9014.4421.43
EV/EBITDA2.482.482.213.003.57
P/B1.511.511.701.952.69
Growth & Yield
Revenue Growth2.0%2.0%2.5%16.3%—
EPS Growth1.4%1.4%1.4%46.9%—
Dividend Yield3.3%3.3%———

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

2.9%

fácil

EPS terminal req.

$0.81

Spread vs growth

-1.5%

5Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$0.98

Spread vs growth

-4.3%

10Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$1.57

Spread vs growth

-6.5%

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 -8.4%

Total return

-8.4%

Start / end P/E

14.1x → 12.3x

EPS bridge

0.73 → 0.74

Residual

-0.2%

EPS growth+1.4%
Multiple rerating-12.9%
Dividend+3.3%
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.