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002243.SZ$9.00-1.77%
Fair $9.00+0.0%

002243.SZ

Shenzhen Leaguer Co., Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$9.00

-0.16 (-1.77%)

Fairly Valued+0.0%Fair Value $9.00Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Margin CompressionLow 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 19%

FCF escenarios

weak_data · normalized FCF $-249.9M · quality 49.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

33/100

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: 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. Operating margin has declined for 3 consecutive years ROE is 2.4%, below the 5% threshold
Thesis & Journal · 002243.SZLocal privado en este navegador · Shenzhen Leaguer 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

$10.9B

P/E

60.0x

↑

EV/EBITDA

23.5x

↑

ROE

2.4%

↓

Gross Margin

21.3%

↓

Debt/Equity

0.74

↑
52-Week Range$9
$8$12

TradingView lightweight chart

002243.SZ price, volumen y niveles de valoración

Último $8.900Periodo +83.0%
Fair value: $9.000

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

-3.4%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.36B · net income $176.8M · FCF $-39.7M

2022-FY → 2025-FY

Gross margin

21.3%-7.9% pts

Operating margin

0.2%-7.6% pts

Net margin

7.5%-8.4% pts

FCF margin

-1.7%+17.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.36B$2.36B$2.32B$2.52B$2.62B
Net Income$176.8M$176.8M$245.5M$329.1M$416.7M
EBITDA$614.0M$614.0M$611.8M$815.4M$1.02B
EPS0.150.150.200.270.34
Gross Margin21.3%21.3%23.6%24.9%29.3%
Operating Margin0.2%0.2%3.2%4.8%7.8%
Net Margin7.5%7.5%10.6%13.1%15.9%
Balance Sheet
Debt/Equity0.740.740.750.660.64
Current Ratio2.642.64———
Cash Flow
Free Cash Flow$-39.7M$-39.7M$-249.9M$-579.4M$-489.3M
Returns
ROE2.4%2.4%3.4%4.6%6.1%
Valuation
P/E60.0060.0036.2928.7023.21
EV/EBITDA23.5323.5320.4215.6111.87
P/B1.491.491.221.321.41
Growth & Yield
Revenue Growth1.7%1.7%-7.7%-3.9%—
EPS Growth-28.0%-28.0%-25.4%-21.0%—
Dividend Yield0.6%0.6%———

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

76.2%

muy exigente

EPS terminal req.

$0.80

Spread vs growth

-104.1%

5Y implied EPS CAGR

45.9%

muy exigente

EPS terminal req.

$0.97

Spread vs growth

-73.9%

10Y implied EPS CAGR

26.7%

muy exigente

EPS terminal req.

$1.56

Spread vs growth

-54.6%

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 +7.7%

Total return

+7.7%

Start / end P/E

41.0x → 60.9x

EPS bridge

0.20 → 0.15

Residual

-13.6%

EPS growth-28.0%
Multiple rerating+48.7%
Dividend+0.6%
Residual / FX / buybacks / cross-term-13.6%

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.