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002166.SZ$8.27-0.24%
Fair $8.27+0.0%

002166.SZ

Guilin Layn Natural Ingredients Corp.

Consumer Defensive / Farm ProductsShenzhen

$8.27

-0.02 (-0.24%)

Fairly Valued+0.0%Fair Value $8.27Fund rank 24/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-47.4M · quality 45.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

37/100

D

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: 1unknown: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 002166.SZLocal privado en este navegador · Guilin Layn Natural Ingredients Corp.
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

$6.1B

P/E

39.4x

↑

EV/EBITDA

18.7x

↑

ROE

4.5%

↓

Gross Margin

25.8%

↓

Debt/Equity

0.35

↓
52-Week Range$8
$7$11

TradingView lightweight chart

002166.SZ price, volumen y niveles de valoración

Último $8.270Periodo +55.6%
Fair value: $8.270

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

+13.4%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $143.1M · FCF $-2.0M

2022-FY → 2025-FY

Gross margin

25.8%-5.0% pts

Operating margin

12.3%-5.4% pts

Net margin

7.0%-5.8% pts

FCF margin

-0.1%+26.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.04B$2.04B$1.77B$1.49B$1.40B
Net Income$143.1M$143.1M$163.0M$82.5M$178.7M
EBITDA$374.9M$374.9M$352.7M$236.9M$339.4M
EPS0.190.190.220.110.29
Gross Margin25.8%25.8%29.3%24.4%30.8%
Operating Margin12.3%12.3%15.4%8.8%17.7%
Net Margin7.0%7.0%9.2%5.5%12.8%
Balance Sheet
Debt/Equity0.350.350.290.220.20
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$-2.0M$-2.0M$-47.4M$-313.4M$-377.4M
Returns
ROE4.5%4.5%5.2%2.6%5.8%
Valuation
P/E39.3839.3832.4166.8235.55
EV/EBITDA18.7118.7117.1225.6218.91
P/B1.931.931.691.762.07
Growth & Yield
Revenue Growth15.4%15.4%18.6%6.7%—
EPS Growth-13.1%-13.1%103.4%-62.1%—
Dividend Yield1.2%1.2%———

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

55.7%

muy exigente

EPS terminal req.

$0.73

Spread vs growth

-68.7%

5Y implied EPS CAGR

35.5%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-48.5%

10Y implied EPS CAGR

22.1%

exigente

EPS terminal req.

$1.43

Spread vs growth

-35.1%

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 +10.5%

Total return

+10.5%

Start / end P/E

33.8x → 42.5x

EPS bridge

0.22 → 0.19

Residual

-3.3%

EPS growth-13.1%
Multiple rerating+25.6%
Dividend+1.2%
Residual / FX / buybacks / cross-term-3.3%

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.