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002144.SZ$11.83-3.82%
Fair $11.83+0.0%

002144.SZ

Hongda High-Tech Holding Co.,Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$11.83

-0.47 (-3.82%)

Fairly Valued+0.0%Fair Value $11.83Fund rank 30/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9
Low 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $53.1M · quality 53.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

40/100

C

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 002144.SZLocal privado en este navegador · Hongda High-Tech Holding 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

$2.1B

P/E

56.3x

↑

EV/EBITDA

23.9x

↑

ROE

2.0%

↓

Gross Margin

33.9%

↑

Debt/Equity

0.00

↓
52-Week Range$12
$11$18

TradingView lightweight chart

002144.SZ price, volumen y niveles de valoración

Último $11.83Periodo -65.9%
Fair value: $11.83

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

-5.2%

FCF CAGR

—

FCF margin

-5.4%

FCF / Net income

-0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $493.7M · net income $43.2M · FCF $-26.4M

2022-FY → 2025-FY

Gross margin

33.9%+6.1% pts

Operating margin

14.1%+0.1% pts

Net margin

8.8%-5.0% pts

FCF margin

-5.4%-15.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$493.7M$493.7M$618.3M$535.2M$579.4M
Net Income$43.2M$43.2M$27.9M$82.3M$79.7M
EBITDA$82.5M$82.5M$63.1M$126.0M$124.3M
EPS0.240.240.160.470.45
Gross Margin33.9%33.9%30.8%33.2%27.8%
Operating Margin14.1%14.1%15.8%16.6%14.0%
Net Margin8.8%8.8%4.5%15.4%13.8%
Balance Sheet
Debt/Equity0.000.000.000.010.00
Current Ratio5.035.03———
Cash Flow
Free Cash Flow$-26.4M$-26.4M$94.3M$53.1M$59.2M
Returns
ROE2.0%2.0%1.4%4.1%4.1%
Valuation
P/E56.3356.3360.7525.3623.24
EV/EBITDA23.9223.9222.0512.3810.57
P/B1.001.000.831.050.95
Growth & Yield
Revenue Growth-20.2%-20.2%15.5%-7.6%—
EPS Growth50.0%50.0%-66.0%4.4%—
Dividend Yield0.4%0.4%———

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

63.5%

muy exigente

EPS terminal req.

$1.05

Spread vs growth

-13.5%

5Y implied EPS CAGR

39.5%

muy exigente

EPS terminal req.

$1.27

Spread vs growth

10.5%

10Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$2.05

Spread vs growth

26.1%

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 -0.9%

Total return

-0.9%

Start / end P/E

74.9x → 49.3x

EPS bridge

0.16 → 0.24

Residual

-17.1%

EPS growth+50.0%
Multiple rerating-34.2%
Dividend+0.4%
Residual / FX / buybacks / cross-term-17.1%

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.