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002453.SZ$5.91+1.90%
Fair $5.91+0.0%

002453.SZ

Great Chinasoft Technology Co.,Ltd.

Basic Materials / ChemicalsShenzhen

$5.91

+0.11 (+1.90%)

Fairly Valued+0.0%Fair Value $5.91Fund rank 31/100 · Data gapFallback financials|
SA 23/D
F-Score: 3/9
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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-61.7M · quality 72.7/100

Data gap 31/100
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

23/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is -32.9%, below the 5% threshold
Thesis & Journal · 002453.SZLocal privado en este navegador · Great Chinasoft 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

$4.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-32.9%

↓

Gross Margin

-4.9%

↓

Debt/Equity

0.20

↓
52-Week Range$6
$5$10

TradingView lightweight chart

002453.SZ price, volumen y niveles de valoración

Último $5.910Periodo +8.3%
Fair value: $5.910

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

-48.3%

FCF CAGR

—

FCF margin

-16.6%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $372.0M · net income $-258.0M · FCF $-61.7M

2022-FY → 2025-FY

Gross margin

-4.9%-12.9% pts

Operating margin

-37.9%-38.4% pts

Net margin

-69.4%-62.5% pts

FCF margin

-16.6%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$372.0M$372.0M$515.2M$551.3M$2.70B
Net Income$-258.0M$-258.0M$-287.6M$-176.4M$-184.8M
EBITDA$-190.8M$-190.8M$-232.9M$-135.4M$-75.9M
EPS-0.32-0.32-0.35-0.21-0.20
Gross Margin-4.9%-4.9%9.8%3.6%7.9%
Operating Margin-37.9%-37.9%-18.4%-28.0%0.5%
Net Margin-69.4%-69.4%-55.8%-32.0%-6.9%
Balance Sheet
Debt/Equity0.200.200.270.200.55
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$-61.7M$-61.7M$-43.8M$-123.5M$-384.2M
Returns
ROE-32.9%-32.9%-27.6%-14.0%-11.5%
Valuation
P/B6.076.073.647.056.10
Growth & Yield
Revenue Growth-27.8%-27.8%-6.5%-79.6%—
EPS Growth8.6%8.6%-66.7%-5.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +2.6%

Total return

+2.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.35 → -0.32

Residual

+2.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.