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002305.SZ$2.44+0.00%
Fair $2.44+0.0%

002305.SZ

Langold Real Estate Co., Ltd.

Real Estate / Real Estate - DevelopmentShenzhen

$2.44

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.44Fund rank 22/100 · Data gapFallback financials|
SA 22/D
F-Score: 4/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

22/100

D

Piotroski

4/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is -7.7%, below the 5% threshold
Thesis & Journal · 002305.SZLocal privado en este navegador · Langold Real Estate 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

$4.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-769.3%

↓

Gross Margin

-38.5%

↓

Debt/Equity

1.28

↑
52-Week Range$2
$2$5

TradingView lightweight chart

002305.SZ price, volumen y niveles de valoración

Último $2.380Periodo -66.3%
Fair value: $2.440

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

-51.5%

FCF CAGR

—

FCF margin

52.9%

FCF / Net income

-0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.12B · net income $-1.80B · FCF $591.4M

2022-FY → 2025-FY

Gross margin

-38.5%-45.3% pts

Operating margin

-73.3%-75.0% pts

Net margin

-161.3%-152.9% pts

FCF margin

52.9%+77.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.12B$1.12B$2.97B$1.06B$9.82B
Net Income$-1.80B$-1.80B$-2.24B$-1.69B$-823.0M
EBITDA$-798.0M$-798.0M$-1.16B$-624.7M$828.3M
EPS-1.04-1.04-1.29-0.98-0.47
Gross Margin-38.5%-38.5%-16.7%-55.0%6.9%
Operating Margin-73.3%-73.3%-22.8%-71.8%1.7%
Net Margin-161.3%-161.3%-75.4%-159.9%-8.4%
Balance Sheet
Debt/Equity1.281.28-3.4611.633.97
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$591.4M$591.4M$-995.9M$1.54B$-2.43B
Returns
ROE-769.3%-769.3%127.7%-349.2%-37.8%
Valuation
EV/EBITDA————13.55
P/B18.0418.04—7.302.31
Growth & Yield
Revenue Growth-62.3%-62.3%180.5%-89.2%—
EPS Growth19.4%19.4%-32.2%-105.7%—

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 +25.9%

Total return

+25.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.29 → -1.04

Residual

+25.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+25.9%

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.