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002293.SZ$9.90+0.40%
Fair $9.90+0.0%

002293.SZ

Luolai Lifestyle Technology Co., Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$9.90

+0.04 (+0.40%)

Fairly Valued+0.0%Fair Value $9.90Fund rank 37/100 · Data gapFallback financials|
SA 54/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 $691.1M · quality 75.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

54/100

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 · 002293.SZLocal privado en este navegador · Luolai Lifestyle Technology 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

$8.3B

P/E

15.0x

↓

EV/EBITDA

11.0x

↑

ROE

12.4%

↑

Gross Margin

50.5%

↑

Debt/Equity

0.14

↓
52-Week Range$10
$8$12

TradingView lightweight chart

002293.SZ price, volumen y niveles de valoración

Último $9.980Periodo +57.7%
Fair value: $9.900

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

-3.1%

FCF CAGR

+57.3%

FCF margin

17.6%

FCF / Net income

1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.84B · net income $519.9M · FCF $853.2M

2022-FY → 2025-FY

Gross margin

50.5%+4.6% pts

Operating margin

14.0%-1.7% pts

Net margin

10.7%-0.2% pts

FCF margin

17.6%+13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.84B$4.84B$4.56B$5.32B$5.31B
Net Income$519.9M$519.9M$432.8M$572.4M$580.8M
EBITDA$770.2M$770.2M$655.8M$858.7M$843.7M
EPS0.620.620.520.680.69
Gross Margin50.5%50.5%48.0%47.3%46.0%
Operating Margin14.0%14.0%13.0%14.6%15.7%
Net Margin10.7%10.7%9.5%10.8%10.9%
Balance Sheet
Debt/Equity0.140.140.130.270.27
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$853.2M$853.2M$516.7M$691.1M$219.3M
Returns
ROE12.4%12.4%10.3%13.5%13.9%
Valuation
P/E15.0015.0015.7613.6516.11
EV/EBITDA10.9610.969.467.9311.01
P/B1.981.981.631.842.24
Growth & Yield
Revenue Growth6.1%6.1%-14.2%0.0%—
EPS Growth19.0%19.0%-23.8%-1.3%—
Dividend Yield6.2%6.2%———

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

12.3%

razonable

EPS terminal req.

$0.88

Spread vs growth

6.7%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$1.06

Spread vs growth

7.7%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$1.71

Spread vs growth

8.4%

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 +9.6%

Total return

+9.6%

Start / end P/E

18.5x → 16.1x

EPS bridge

0.52 → 0.62

Residual

-2.5%

EPS growth+19.0%
Multiple rerating-13.1%
Dividend+6.2%
Residual / FX / buybacks / cross-term-2.5%

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.