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002306.SZ$2.21+5.24%
Fair $2.21+0.0%

002306.SZ

Cloud Live Technology Group Co.,Ltd.

Consumer Cyclical / RestaurantsShenzhen

$2.21

+0.11 (+5.24%)

Fairly Valued+0.0%Fair Value $2.21Fund rank 26/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-46.9M · quality 43.0/100

Data gap 26/100
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

21/100

D

Piotroski

3/9

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 -72.2%, below the 5% threshold
Thesis & Journal · 002306.SZLocal privado en este navegador · Cloud Live Technology 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

$1.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-72.2%

↓

Gross Margin

13.6%

↓

Debt/Equity

1.04

↑
52-Week Range$2
$2$3

TradingView lightweight chart

002306.SZ price, volumen y niveles de valoración

Último $2.210Periodo -66.9%
Fair value: $2.210

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

+36.6%

FCF CAGR

—

FCF margin

-14.1%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $332.7M · net income $-55.4M · FCF $-46.9M

2022-FY → 2025-FY

Gross margin

13.6%-35.3% pts

Operating margin

-1.8%+9.4% pts

Net margin

-16.6%+2.4% pts

FCF margin

-14.1%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$332.7M$332.7M$295.5M$190.6M$130.4M
Net Income$-55.4M$-55.4M$-33.3M$-60.6M$-24.8M
EBITDA$-71.3M$-71.3M$-34.3M$-63.3M$-17.8M
EPS-0.07-0.07-0.04-0.07-0.03
Gross Margin13.6%13.6%8.4%0.5%48.9%
Operating Margin-1.8%-1.8%-7.6%-19.3%-11.2%
Net Margin-16.6%-16.6%-11.3%-31.8%-19.0%
Balance Sheet
Debt/Equity1.041.04-1.720.650.07
Current Ratio0.440.44———
Cash Flow
Free Cash Flow$-46.9M$-46.9M$-22.3M$-291.5M$-25.9M
Returns
ROE-72.2%-72.2%185.5%-293.6%-38.4%
Valuation
P/B25.0625.06—216.4859.12
Growth & Yield
Revenue Growth12.6%12.6%55.0%46.1%—
EPS Growth-66.1%-66.1%45.0%-144.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +17.6%

Total return

+17.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.04 → -0.07

Residual

+17.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+17.6%

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.