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002282.SZ$6.26-2.03%
Fair $6.26+0.0%

002282.SZ

Bosun Co., Ltd.

Industrials / Tools & AccessoriesShenzhen

$6.26

-0.13 (-2.03%)

Fairly Valued+0.0%Fair Value $6.26Fund rank 38/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $126.0M · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

49/100

C

Piotroski

5/9

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 4.3%, below the 5% threshold
Thesis & Journal · 002282.SZLocal privado en este navegador · Bosun 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

$3.3B

P/E

25.0x

↑

EV/EBITDA

9.3x

↓

ROE

4.3%

↓

Gross Margin

27.6%

↑

Debt/Equity

0.00

↓
52-Week Range$6
$6$8

TradingView lightweight chart

002282.SZ price, volumen y niveles de valoración

Último $6.260Periodo -25.2%
Fair value: $6.260

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

+5.2%

FCF CAGR

+13.9%

FCF margin

9.9%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $154.7M · FCF $167.4M

2022-FY → 2025-FY

Gross margin

27.6%+6.8% pts

Operating margin

14.8%+8.0% pts

Net margin

9.1%-0.6% pts

FCF margin

9.9%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.68B$1.61B$1.45B
Net Income$154.7M$154.7M$191.7M$128.8M$141.2M
EBITDA$280.9M$280.9M$301.7M$216.7M$227.9M
EPS0.290.290.360.240.26
Gross Margin27.6%27.6%27.2%25.9%20.8%
Operating Margin14.8%14.8%15.1%13.0%6.8%
Net Margin9.1%9.1%11.4%8.0%9.7%
Balance Sheet
Debt/Equity0.000.000.000.000.02
Current Ratio7.057.05———
Cash Flow
Free Cash Flow$167.4M$167.4M$126.0M$114.3M$113.4M
Returns
ROE4.3%4.3%5.4%3.7%4.1%
Valuation
P/E25.0425.0419.0631.9628.88
EV/EBITDA9.319.3110.0615.8815.36
P/B0.920.921.031.201.18
Growth & Yield
Revenue Growth0.7%0.7%4.6%10.5%—
EPS Growth-19.4%-19.4%50.0%-7.7%—
Dividend Yield2.4%2.4%———

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

24.2%

exigente

EPS terminal req.

$0.56

Spread vs growth

-43.6%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$0.67

Spread vs growth

-37.8%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$1.08

Spread vs growth

-33.5%

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 -14.0%

Total return

-14.0%

Start / end P/E

20.8x → 21.6x

EPS bridge

0.36 → 0.29

Residual

-0.8%

EPS growth-19.4%
Multiple rerating+3.9%
Dividend+2.4%
Residual / FX / buybacks / cross-term-0.8%

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.