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002277.SZ$6.51-2.54%
Fair $6.51+0.0%

002277.SZ

Hunan Friendship&Apollo Commercial Co.,Ltd.

Consumer Cyclical / Department StoresShenzhen

$6.51

-0.17 (-2.54%)

Fairly Valued+0.0%Fair Value $6.51Fund rank 35/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $241.9M · quality 73.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

24/100

D

Piotroski

3/9

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 -5.3%, below the 5% threshold
Thesis & Journal · 002277.SZLocal privado en este navegador · Hunan Friendship&Apollo Commercial 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

$9.1B

P/E

N/A

•

EV/EBITDA

44.1x

↑

ROE

-5.3%

↓

Gross Margin

65.5%

↑

Debt/Equity

0.89

↑
52-Week Range$7
$5$9

TradingView lightweight chart

002277.SZ price, volumen y niveles de valoración

Último $6.680Periodo +1.5%
Fair value: $6.510

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

-17.9%

FCF CAGR

-12.8%

FCF margin

18.1%

FCF / Net income

-0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.00B · net income $-334.6M · FCF $181.0M

2022-FY → 2025-FY

Gross margin

65.5%+14.3% pts

Operating margin

-15.0%-13.2% pts

Net margin

-33.4%-35.2% pts

FCF margin

18.1%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.00B$1.00B$1.30B$1.34B$1.81B
Net Income$-334.6M$-334.6M$28.0M$48.6M$33.1M
EBITDA$330.0M$330.0M$715.9M$722.7M$764.9M
EPS-0.24-0.240.020.040.02
Gross Margin65.5%65.5%62.5%64.6%51.2%
Operating Margin-15.0%-15.0%-2.1%-2.6%-1.8%
Net Margin-33.4%-33.4%2.2%3.6%1.8%
Balance Sheet
Debt/Equity0.890.890.850.840.86
Current Ratio0.490.49———
Cash Flow
Free Cash Flow$181.0M$181.0M$241.9M$333.0M$273.2M
Returns
ROE-5.3%-5.3%0.4%0.7%0.5%
Valuation
P/E——274.00113.14170.83
EV/EBITDA44.1544.1518.3914.8614.42
P/B1.431.431.140.820.85
Growth & Yield
Revenue Growth-22.7%-22.7%-3.4%-25.9%—
EPS Growth-1300.0%-1300.0%-42.9%45.8%—
Dividend Yield0.1%0.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +4.5%

Total return

+4.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → -0.24

Residual

+4.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+4.3%

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.