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002302.SZ$5.27+1.74%
Fair $5.27+0.0%

002302.SZ

China West Construction Group Co., Ltd

Basic Materials / Building MaterialsShenzhen

$5.27

+0.09 (+1.74%)

Fairly Valued+0.0%Fair Value $5.27Fund rank 25/100 · Data gapFallback financials|
SA 17/F
F-Score: 1/9
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 17%

FCF escenarios

weak_data · normalized FCF $-43.5M · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

17/100

F

Piotroski

1/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is -8.5%, below the 5% threshold
Thesis & Journal · 002302.SZLocal privado en este navegador · China West Construction Group 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

$6.7B

P/E

N/A

•

EV/EBITDA

94.7x

↑

ROE

-8.5%

↓

Gross Margin

4.8%

↓

Debt/Equity

0.36

↑
52-Week Range$5
$5$8

TradingView lightweight chart

002302.SZ price, volumen y niveles de valoración

Último $5.270Periodo -33.8%
Fair value: $5.270

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

-10.1%

FCF CAGR

—

FCF margin

-3.6%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.11B · net income $-729.7M · FCF $-658.3M

2022-FY → 2025-FY

Gross margin

4.8%-5.8% pts

Operating margin

-1.6%-6.3% pts

Net margin

-4.0%-6.3% pts

FCF margin

-3.6%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.11B$18.11B$20.35B$22.86B$24.90B
Net Income$-729.7M$-729.7M$-262.5M$644.9M$555.4M
EBITDA$79.5M$79.5M$705.0M$1.83B$1.78B
EPS-0.59-0.59-0.230.490.42
Gross Margin4.8%4.8%7.6%11.3%10.6%
Operating Margin-1.6%-1.6%1.0%5.2%4.7%
Net Margin-4.0%-4.0%-1.3%2.8%2.2%
Balance Sheet
Debt/Equity0.360.360.360.380.40
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-658.3M$-658.3M$207.7M$-43.5M$146.5M
Returns
ROE-8.5%-8.5%-2.8%6.5%5.7%
Valuation
P/E———13.2317.97
EV/EBITDA94.6594.659.944.595.16
P/B0.760.760.750.861.02
Growth & Yield
Revenue Growth-11.0%-11.0%-11.0%-8.2%—
EPS Growth-159.0%-159.0%-146.6%16.9%—
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%
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 -9.7%

Total return

-9.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.23 → -0.59

Residual

-12.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term-12.0%

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.