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002375.SZ$4.39+6.30%
Fair $4.39+0.0%

002375.SZ

Zhejiang Yasha Decoration Co.,Ltd

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$4.39

+0.26 (+6.30%)

Fairly Valued+0.0%Fair Value $4.39Fund rank 30/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9
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 24%

FCF escenarios

weak_data · normalized FCF $176.9M · quality 58.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

57/100

C

Piotroski

6/9

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 2 consecutive years ROE is 4.0%, below the 5% threshold
Thesis & Journal · 002375.SZLocal privado en este navegador · Zhejiang Yasha Decoration 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

$5.9B

P/E

17.6x

↑

EV/EBITDA

9.2x

↓

ROE

4.0%

↓

Gross Margin

15.6%

↓

Debt/Equity

0.16

↓
52-Week Range$4
$4$5

TradingView lightweight chart

002375.SZ price, volumen y niveles de valoración

Último $4.390Periodo -34.8%
Fair value: $4.390

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

-9.0%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.12B · net income $330.0M · FCF $187.2M

2022-FY → 2025-FY

Gross margin

15.6%+3.0% pts

Operating margin

7.6%+3.2% pts

Net margin

3.6%+2.1% pts

FCF margin

2.1%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.12B$9.12B$12.14B$12.87B$12.12B
Net Income$330.0M$330.0M$302.7M$250.2M$186.2M
EBITDA$480.8M$480.8M$484.7M$435.7M$431.3M
EPS0.250.250.230.190.14
Gross Margin15.6%15.6%13.0%11.2%12.6%
Operating Margin7.6%7.6%5.7%3.7%4.4%
Net Margin3.6%3.6%2.5%1.9%1.5%
Balance Sheet
Debt/Equity0.160.160.170.220.27
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$187.2M$187.2M$146.5M$176.9M$-39.7M
Returns
ROE4.0%4.0%3.8%3.2%2.4%
Valuation
P/E17.5617.5615.7823.8432.29
EV/EBITDA9.229.227.3110.0110.60
P/B0.700.700.600.760.79
Growth & Yield
Revenue Growth-24.9%-24.9%-5.7%6.2%—
EPS Growth8.7%8.7%21.1%35.7%—
Dividend Yield1.6%1.6%———

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

15.9%

exigente

EPS terminal req.

$0.39

Spread vs growth

-7.2%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$0.47

Spread vs growth

-4.8%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$0.76

Spread vs growth

-3.1%

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 +14.2%

Total return

+14.2%

Start / end P/E

17.0x → 17.6x

EPS bridge

0.23 → 0.25

Residual

+0.3%

EPS growth+8.7%
Multiple rerating+3.6%
Dividend+1.6%
Residual / FX / buybacks / cross-term+0.3%

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.