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002322.SZ$11.53-0.69%
Fair $11.53+0.0%

002322.SZ

Ningbo Ligong Environment And Energy Technology Co.,Ltd

Industrials / Tools & AccessoriesShenzhen

$11.53

-0.08 (-0.69%)

Fairly Valued+0.0%Fair Value $11.53Fund rank 38/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $320.1M · quality 80.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

42/100

C

Piotroski

5/9

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 · 002322.SZLocal privado en este navegador · Ningbo Ligong Environment And Energy 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

$4.2B

P/E

19.5x

↑

EV/EBITDA

11.6x

↑

ROE

7.6%

↑

Gross Margin

63.3%

↑

Debt/Equity

0.00

↓
52-Week Range$12
$11$16

TradingView lightweight chart

002322.SZ price, volumen y niveles de valoración

Último $11.61Periodo -15.6%
Fair value: $11.53

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

+3.8%

FCF CAGR

+22.0%

FCF margin

36.5%

FCF / Net income

1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.09B · net income $214.8M · FCF $396.7M

2022-FY → 2025-FY

Gross margin

63.3%+0.2% pts

Operating margin

24.4%-0.8% pts

Net margin

19.7%-2.3% pts

FCF margin

36.5%+14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.09B$1.09B$1.08B$1.10B$972.8M
Net Income$214.8M$214.8M$277.5M$245.9M$214.5M
EBITDA$307.9M$307.9M$382.8M$357.1M$322.1M
EPS0.610.610.760.650.57
Gross Margin63.3%63.3%64.0%60.7%63.1%
Operating Margin24.4%24.4%28.7%24.1%25.2%
Net Margin19.7%19.7%25.7%22.4%22.1%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio4.124.12———
Cash Flow
Free Cash Flow$396.7M$396.7M$191.5M$320.1M$218.5M
Returns
ROE7.6%7.6%9.3%7.4%7.0%
Valuation
P/E19.5419.5415.5318.8816.42
EV/EBITDA11.6411.649.7110.489.15
P/B1.441.441.441.391.14
Growth & Yield
Revenue Growth0.8%0.8%-1.8%12.9%—
EPS Growth-19.7%-19.7%16.9%14.0%—
Dividend Yield5.3%5.3%———

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

18.8%

exigente

EPS terminal req.

$1.02

Spread vs growth

-38.5%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$1.24

Spread vs growth

-34.9%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$1.99

Spread vs growth

-32.3%

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 -3.2%

Total return

-3.2%

Start / end P/E

16.6x → 18.9x

EPS bridge

0.76 → 0.61

Residual

-2.8%

EPS growth-19.7%
Multiple rerating+14.1%
Dividend+5.3%
Residual / FX / buybacks / cross-term-2.8%

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.