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002169.SZ$15.69-4.04%
Fair $15.69+0.0%

002169.SZ

Guangzhou Zhiguang Electric Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$15.69

-0.66 (-4.04%)

Fairly Valued+0.0%Fair Value $15.69Fund rank 28/100 · 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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-915.9M · quality 53.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 002169.SZLocal privado en este navegador · Guangzhou Zhiguang Electric 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

$12.3B

P/E

62.8x

↑

EV/EBITDA

26.7x

↑

ROE

4.8%

↑

Gross Margin

16.2%

↓

Debt/Equity

1.18

↑
52-Week Range$16
$6$20

TradingView lightweight chart

002169.SZ price, volumen y niveles de valoración

Último $16.35Periodo +255.5%
Fair value: $15.69

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

+17.6%

FCF CAGR

—

FCF margin

-7.8%

FCF / Net income

-2.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.82B · net income $135.5M · FCF $-299.6M

2022-FY → 2025-FY

Gross margin

16.2%+7.9% pts

Operating margin

3.4%+11.1% pts

Net margin

3.5%+1.7% pts

FCF margin

-7.8%-9.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.82B$3.82B$2.60B$2.73B$2.35B
Net Income$135.5M$135.5M$-326.5M$-156.9M$42.3M
EBITDA$561.1M$561.1M$-69.6M$16.4M$296.1M
EPS0.180.18-0.42-0.200.05
Gross Margin16.2%16.2%12.9%17.3%8.3%
Operating Margin3.4%3.4%-4.0%0.6%-7.7%
Net Margin3.5%3.5%-12.6%-5.7%1.8%
Balance Sheet
Debt/Equity1.181.180.920.620.38
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$-299.6M$-299.6M$-915.9M$-925.8M$26.9M
Returns
ROE4.8%4.8%-12.1%-5.1%1.3%
Valuation
P/E62.7662.76——158.83
EV/EBITDA26.7126.71—370.3024.55
P/B4.264.261.621.672.03
Growth & Yield
Revenue Growth47.2%47.2%-5.1%16.2%—
EPS Growth141.4%141.4%-107.7%-471.2%—
Dividend Yield0.5%0.5%———

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

99.5%

muy exigente

EPS terminal req.

$1.39

Spread vs growth

42.0%

5Y implied EPS CAGR

57.2%

muy exigente

EPS terminal req.

$1.68

Spread vs growth

84.2%

10Y implied EPS CAGR

31.5%

muy exigente

EPS terminal req.

$2.71

Spread vs growth

109.9%

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 +137.1%

Total return

+137.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.42 → 0.18

Residual

+136.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+136.7%

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.