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002123.SZ$8.32-2.92%
Fair $8.32+0.0%

002123.SZ

Montnets Cloud Technology Group Co., Ltd.

Technology / Software - ApplicationShenzhen

$8.32

-0.25 (-2.92%)

Fairly Valued+0.0%Fair Value $8.32Fund rank 26/100 · Data gapFallback financials|
SA 13/F
F-Score: 4/9
Declining 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $165.6M · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

13/100

F

Piotroski

4/9

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. Revenue has declined for 2 consecutive years ROE is -13.8%, below the 5% threshold
Thesis & Journal · 002123.SZLocal privado en este navegador · Montnets Cloud Technology 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

$6.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-13.8%

↓

Gross Margin

11.4%

↓

Debt/Equity

0.63

↑
52-Week Range$8
$8$17

TradingView lightweight chart

002123.SZ price, volumen y niveles de valoración

Último $8.570Periodo +18.9%
Fair value: $8.320

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

-14.4%

FCF CAGR

+485.2%

FCF margin

6.3%

FCF / Net income

-0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.61B · net income $-216.6M · FCF $165.6M

2022-FY → 2025-FY

Gross margin

11.4%+2.0% pts

Operating margin

-5.8%-6.6% pts

Net margin

-8.3%+9.1% pts

FCF margin

6.3%+6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.61B$2.61B$4.40B$5.23B$4.16B
Net Income$-216.6M$-216.6M$38.2M$-1.82B$-722.1M
EBITDA$-107.6M$-107.6M$142.4M$-1.72B$-631.1M
EPS-0.27-0.270.05-2.22-0.90
Gross Margin11.4%11.4%10.1%6.3%9.3%
Operating Margin-5.8%-5.8%1.7%-2.0%0.8%
Net Margin-8.3%-8.3%0.9%-34.8%-17.4%
Balance Sheet
Debt/Equity0.630.630.821.190.62
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$165.6M$165.6M$491.3M$-408.9M$826333.08
Returns
ROE-13.8%-13.8%2.2%-112.1%-21.1%
Valuation
P/E——216.20——
EV/EBITDA——60.63——
P/B4.274.274.825.452.95
Growth & Yield
Revenue Growth-40.8%-40.8%-15.9%25.9%—
EPS Growth-640.0%-640.0%102.3%-146.7%—

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 -47.7%

Total return

-47.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.05 → -0.27

Residual

-47.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-47.7%

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.