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002284.SZ$11.51-0.52%
Fair $11.51+0.0%

002284.SZ

Zhejiang Asia-Pacific Mechanical & Electronic Co.,Ltd

Consumer Cyclical / Auto PartsShenzhen

$11.51

-0.06 (-0.52%)

Fairly Valued+0.0%Fair Value $11.51Fund rank 36/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $589.3M · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

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: 0unknown: 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.
Thesis & Journal · 002284.SZLocal privado en este navegador · Zhejiang Asia-Pacific Mechanical & Electronic 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

$8.5B

P/E

16.2x

↓

EV/EBITDA

11.0x

↑

ROE

14.6%

↑

Gross Margin

20.8%

↓

Debt/Equity

0.52

↑
52-Week Range$12
$10$19

TradingView lightweight chart

002284.SZ price, volumen y niveles de valoración

Último $11.51Periodo +166.6%
Fair value: $11.51

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

+14.4%

FCF CAGR

+69.9%

FCF margin

18.0%

FCF / Net income

2.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.61B · net income $490.1M · FCF $1.01B

2022-FY → 2025-FY

Gross margin

20.8%+7.2% pts

Operating margin

9.6%+7.2% pts

Net margin

8.7%+6.9% pts

FCF margin

18.0%+12.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.61B$5.61B$4.26B$3.87B$3.75B
Net Income$490.1M$490.1M$212.9M$97.0M$67.9M
EBITDA$762.9M$762.9M$483.8M$462.1M$366.4M
EPS0.660.660.290.130.09
Gross Margin20.8%20.8%18.4%16.7%13.7%
Operating Margin9.6%9.6%5.6%4.4%2.4%
Net Margin8.7%8.7%5.0%2.5%1.8%
Balance Sheet
Debt/Equity0.520.520.510.470.69
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$1.01B$1.01B$589.3M$526.2M$205.9M
Returns
ROE14.6%14.6%7.3%3.5%2.5%
Valuation
P/E16.2116.2124.9763.2385.67
EV/EBITDA10.9710.9710.7211.4616.46
P/B2.542.541.832.202.18
Growth & Yield
Revenue Growth31.6%31.6%10.0%3.3%—
EPS Growth127.6%127.6%123.1%44.4%—
Dividend Yield0.4%0.4%———

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

15.7%

exigente

EPS terminal req.

$1.02

Spread vs growth

111.9%

5Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$1.24

Spread vs growth

114.2%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$1.99

Spread vs growth

115.9%

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 -12.8%

Total return

-12.8%

Start / end P/E

45.8x → 17.4x

EPS bridge

0.29 → 0.66

Residual

-79.0%

EPS growth+127.6%
Multiple rerating-61.9%
Dividend+0.4%
Residual / FX / buybacks / cross-term-79.0%

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.