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002381.SZ$5.84-3.47%
Fair $5.84+0.0%

002381.SZ

Zhejiang Double Arrow Rubber Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$5.84

-0.21 (-3.47%)

Fairly Valued+0.0%Fair Value $5.84Fund rank 24/100 · Data gapFallback financials|
SA 32/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 17%

FCF escenarios

weak_data · normalized FCF $-154.3M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

32/100

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 3.0%, below the 5% threshold
Thesis & Journal · 002381.SZLocal privado en este navegador · Zhejiang Double Arrow Rubber 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

$2.4B

P/E

41.7x

↑

EV/EBITDA

11.3x

↑

ROE

3.0%

↓

Gross Margin

15.5%

↓

Debt/Equity

0.34

↓
52-Week Range$6
$6$7

TradingView lightweight chart

002381.SZ price, volumen y niveles de valoración

Último $5.840Periodo -55.0%
Fair value: $5.840

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

+4.6%

FCF CAGR

+328.4%

FCF margin

3.7%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.67B · net income $65.3M · FCF $98.4M

2022-FY → 2025-FY

Gross margin

15.5%-1.5% pts

Operating margin

6.3%-1.2% pts

Net margin

2.4%-2.4% pts

FCF margin

3.7%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.67B$2.67B$2.71B$2.59B$2.34B
Net Income$65.3M$65.3M$153.6M$241.8M$113.7M
EBITDA$232.4M$232.4M$316.9M$409.4M$254.7M
EPS0.160.160.360.570.28
Gross Margin15.5%15.5%17.6%20.8%17.0%
Operating Margin6.3%6.3%8.3%11.0%7.5%
Net Margin2.4%2.4%5.7%9.3%4.9%
Balance Sheet
Debt/Equity0.340.340.300.280.30
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$98.4M$98.4M$-165.0M$-154.3M$1.3M
Returns
ROE3.0%3.0%7.1%11.4%5.8%
Valuation
P/E41.7141.7117.8313.6822.86
EV/EBITDA11.2711.279.417.879.03
P/B1.111.111.261.561.32
Growth & Yield
Revenue Growth-1.4%-1.4%4.6%11.0%—
EPS Growth-55.6%-55.6%-36.8%103.6%—
Dividend Yield1.7%1.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

48.0%

muy exigente

EPS terminal req.

$0.52

Spread vs growth

-103.5%

5Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$0.63

Spread vs growth

-87.0%

10Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$1.01

Spread vs growth

-75.8%

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 -10.0%

Total return

-10.0%

Start / end P/E

18.4x → 36.5x

EPS bridge

0.36 → 0.16

Residual

-54.9%

EPS growth-55.6%
Multiple rerating+98.8%
Dividend+1.7%
Residual / FX / buybacks / cross-term-54.9%

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.