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002415.SZ$30.06-1.64%
Fair $30.06+0.0%

002415.SZ

Hangzhou Hikvision Digital Technology Co., Ltd.

Technology / Computer HardwareShenzhen

$30.06

-0.50 (-1.64%)

Fairly Valued+0.0%Fair Value $30.06Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.6B · quality 71.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

60/100

B

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: 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 · 002415.SZLocal privado en este navegador · Hangzhou Hikvision Digital 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

$275.5B

P/E

18.8x

↓

EV/EBITDA

12.4x

↓

ROE

17.0%

↑

Gross Margin

45.9%

↑

Debt/Equity

0.10

↓
52-Week Range$30
$27$37

TradingView lightweight chart

002415.SZ price, volumen y niveles de valoración

Último $30.06Periodo +449.3%
Fair value: $30.06

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

+3.6%

FCF CAGR

+50.2%

FCF margin

23.5%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $92.51B · net income $14.20B · FCF $21.72B

2022-FY → 2025-FY

Gross margin

45.9%+3.6% pts

Operating margin

18.8%+1.0% pts

Net margin

15.3%-0.1% pts

FCF margin

23.5%+15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$92.51B$92.51B$92.50B$89.34B$83.17B
Net Income$14.20B$14.20B$11.98B$14.11B$12.84B
EBITDA$19.17B$19.17B$16.63B$18.28B$16.43B
EPS1.551.551.301.521.37
Gross Margin45.9%45.9%43.8%44.3%42.3%
Operating Margin18.8%18.8%16.7%18.5%17.8%
Net Margin15.3%15.3%12.9%15.8%15.4%
Balance Sheet
Debt/Equity0.100.100.090.230.18
Current Ratio2.722.72———
Cash Flow
Free Cash Flow$21.72B$21.72B$8.60B$12.57B$6.41B
Returns
ROE17.0%17.0%14.8%18.5%18.8%
Valuation
P/E18.7918.7922.2321.3424.64
EV/EBITDA12.4012.4014.2714.6917.55
P/B3.313.313.303.944.62
Growth & Yield
Revenue Growth0.0%0.0%3.5%7.4%—
EPS Growth19.2%19.2%-14.7%10.9%—
Dividend Yield3.8%3.8%———

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

19.9%

exigente

EPS terminal req.

$2.67

Spread vs growth

-0.7%

5Y implied EPS CAGR

15.9%

exigente

EPS terminal req.

$3.23

Spread vs growth

3.3%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$5.20

Spread vs growth

6.3%

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 +8.3%

Total return

+8.3%

Start / end P/E

22.2x → 19.4x

EPS bridge

1.30 → 1.55

Residual

-2.4%

EPS growth+19.2%
Multiple rerating-12.3%
Dividend+3.8%
Residual / FX / buybacks / cross-term-2.4%

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.