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002263.SZ$3.83-0.52%
Fair $3.83+0.0%

002263.SZ

Zhejiang Great Southeast Corp.Ltd

Consumer Cyclical / Packaging & ContainersShenzhen

$3.83

-0.02 (-0.52%)

Fairly Valued+0.0%Fair Value $3.83Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 6/9
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 16%

FCF escenarios

weak_data · normalized FCF $-7.6M · quality 34.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

30/100

D

Piotroski

6/9

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 3 consecutive years ROE is 0.7%, below the 5% threshold
Thesis & Journal · 002263.SZLocal privado en este navegador · Zhejiang Great Southeast Corp.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

$7.2B

P/E

383.0x

↑

EV/EBITDA

43.3x

↑

ROE

0.7%

↓

Gross Margin

11.5%

↓

Debt/Equity

N/A

•
52-Week Range$4
$2$5

TradingView lightweight chart

002263.SZ price, volumen y niveles de valoración

Último $3.850Periodo +217.6%
Fair value: $3.830

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

-8.1%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.23B · net income $18.5M · FCF $-7.6M

2022-FY → 2025-FY

Gross margin

11.5%-0.4% pts

Operating margin

1.2%-3.1% pts

Net margin

1.5%-2.8% pts

FCF margin

-0.6%-7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.23B$1.23B$1.32B$1.33B$1.58B
Net Income$18.5M$18.5M$18.3M$20.7M$67.7M
EBITDA$136.8M$136.8M$139.4M$123.9M$190.6M
EPS0.010.010.010.010.04
Gross Margin11.5%11.5%10.2%8.6%11.9%
Operating Margin1.2%1.2%1.3%-0.1%4.3%
Net Margin1.5%1.5%1.4%1.6%4.3%
Balance Sheet
Debt/Equity———0.050.01
Current Ratio15.6815.68———
Cash Flow
Free Cash Flow$-7.6M$-7.6M$91.3M$-18.9M$108.5M
Returns
ROE0.7%0.7%0.7%0.8%2.5%
Valuation
P/E383.00383.00235.00249.0073.75
EV/EBITDA43.3343.3323.0233.5420.90
P/B2.552.551.561.881.84
Growth & Yield
Revenue Growth-7.2%-7.2%-0.7%-15.8%—
EPS Growth0.0%0.0%0.0%-75.0%—

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

223.9%

muy exigente

EPS terminal req.

$0.34

Spread vs growth

-223.9%

5Y implied EPS CAGR

110.3%

muy exigente

EPS terminal req.

$0.41

Spread vs growth

-110.3%

10Y implied EPS CAGR

52.1%

muy exigente

EPS terminal req.

$0.66

Spread vs growth

-52.1%

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 +39.3%

Total return

+39.3%

Start / end P/E

275.0x → 383.0x

EPS bridge

0.01 → 0.01

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+39.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.