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002420.SZ$6.05-2.10%
Fair $6.05+0.0%

002420.SZ

Guangzhou Echom Sci.&Tech.Co.,Ltd

Technology / Consumer ElectronicsShenzhen

$6.05

-0.13 (-2.10%)

Fairly Valued+0.0%Fair Value $6.05Fund rank 26/100 · Data gapFallback financials|
SA 45/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-69.1M · quality 52.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

45/100

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 · 002420.SZLocal privado en este navegador · Guangzhou Echom Sci.&Tech.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

$2.5B

P/E

12.9x

↓

EV/EBITDA

9.0x

↓

ROE

24.8%

↑

Gross Margin

12.4%

↓

Debt/Equity

0.66

↑
52-Week Range$6
$6$9

TradingView lightweight chart

002420.SZ price, volumen y niveles de valoración

Último $6.050Periodo -59.0%
Fair value: $6.050

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

+3.1%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.97B · net income $191.4M · FCF $-148.7M

2022-FY → 2025-FY

Gross margin

12.4%+0.8% pts

Operating margin

3.2%+0.6% pts

Net margin

6.4%+4.9% pts

FCF margin

-5.0%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.97B$2.97B$2.68B$2.26B$2.71B
Net Income$191.4M$191.4M$94.7M$-212.4M$42.0M
EBITDA$304.7M$304.7M$186.7M$-137.5M$122.9M
EPS0.480.480.24-0.530.10
Gross Margin12.4%12.4%11.4%8.7%11.6%
Operating Margin3.2%3.2%2.7%-6.0%2.6%
Net Margin6.4%6.4%3.5%-9.4%1.5%
Balance Sheet
Debt/Equity0.660.660.821.070.43
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-148.7M$-148.7M$-69.1M$-22.2M$-26.1M
Returns
ROE24.8%24.8%17.2%-44.9%6.1%
Valuation
P/E12.8712.8721.04—73.40
EV/EBITDA9.009.0012.72—26.69
P/B3.123.123.625.254.50
Growth & Yield
Revenue Growth10.8%10.8%18.7%-16.6%—
EPS Growth100.0%100.0%145.3%-630.0%—

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

3.8%

fácil

EPS terminal req.

$0.54

Spread vs growth

96.2%

5Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$0.65

Spread vs growth

93.8%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$1.05

Spread vs growth

91.9%

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 -1.5%

Total return

-1.5%

Start / end P/E

25.6x → 12.6x

EPS bridge

0.24 → 0.48

Residual

-50.7%

EPS growth+100.0%
Multiple rerating-50.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-50.7%

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.