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002328.SZ$9.76+9.96%
Fair $9.76+0.0%

002328.SZ

Shanghai Xinpeng Industry Co.,Ltd.

Industrials / Metal FabricationShenzhen

$9.76

+0.95 (+9.96%)

Fairly Valued+0.0%Fair Value $9.76Fund rank 32/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $168.6M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

48/100

C

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 4.2%, below the 5% threshold
Thesis & Journal · 002328.SZLocal privado en este navegador · Shanghai Xinpeng Industry 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

$7.5B

P/E

37.5x

↑

EV/EBITDA

14.6x

↑

ROE

4.2%

↓

Gross Margin

11.2%

↓

Debt/Equity

0.13

↓
52-Week Range$10
$5$14

TradingView lightweight chart

002328.SZ price, volumen y niveles de valoración

Último $10.49Periodo +2.3%
Fair value: $9.760

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

-14.0%

FCF CAGR

+52.9%

FCF margin

4.4%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.84B · net income $140.7M · FCF $168.6M

2022-FY → 2025-FY

Gross margin

11.2%+1.5% pts

Operating margin

4.6%-0.4% pts

Net margin

3.7%-1.5% pts

FCF margin

4.4%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.84B$3.84B$5.02B$5.82B$6.05B
Net Income$140.7M$140.7M$153.9M$188.8M$311.4M
EBITDA$437.3M$437.3M$487.5M$551.8M$711.3M
EPS0.180.180.200.250.41
Gross Margin11.2%11.2%11.4%10.6%9.7%
Operating Margin4.6%4.6%6.3%6.1%5.0%
Net Margin3.7%3.7%3.1%3.2%5.1%
Balance Sheet
Debt/Equity0.130.130.180.170.14
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$168.6M$168.6M$551.6M$140.0M$47.2M
Returns
ROE4.2%4.2%4.7%5.8%9.9%
Valuation
P/E37.5437.5427.4522.8412.61
EV/EBITDA14.6214.626.275.954.10
P/B2.302.301.281.331.25
Growth & Yield
Revenue Growth-23.4%-23.4%-13.8%-3.8%—
EPS Growth-10.0%-10.0%-20.0%-39.0%—
Dividend Yield1.4%1.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

68.8%

muy exigente

EPS terminal req.

$0.87

Spread vs growth

-78.8%

5Y implied EPS CAGR

42.2%

muy exigente

EPS terminal req.

$1.05

Spread vs growth

-52.2%

10Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$1.69

Spread vs growth

-35.1%

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 +85.1%

Total return

+85.1%

Start / end P/E

28.6x → 58.3x

EPS bridge

0.20 → 0.18

Residual

-10.4%

EPS growth-10.0%
Multiple rerating+104.1%
Dividend+1.4%
Residual / FX / buybacks / cross-term-10.4%

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.