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002470.SZ$2.27+0.87%
Fair $2.27+0.0%

002470.SZ

Kingenta Ecological Engineering Group Co., Ltd.

Basic Materials / Agricultural InputsShenzhen

$2.27

+0.02 (+0.87%)

Fairly Valued+0.0%Fair Value $2.27Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 5/9
High DebtLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $128.6M · quality 55.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

27/100

D

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: 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. Debt-to-Equity ratio is 2.32, above the 2.0 threshold ROE is 1.6%, below the 5% threshold
Thesis & Journal · 002470.SZLocal privado en este navegador · Kingenta Ecological Engineering Group 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

$7.5B

P/E

227.0x

↑

EV/EBITDA

15.4x

↑

ROE

1.6%

↑

Gross Margin

12.9%

↓

Debt/Equity

2.32

↑
52-Week Range$2
$2$4

TradingView lightweight chart

002470.SZ price, volumen y niveles de valoración

Último $2.320Periodo -66.6%
Fair value: $2.270

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

-0.2%

FCF CAGR

-13.8%

FCF margin

1.3%

FCF / Net income

3.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.92B · net income $34.6M · FCF $128.6M

2022-FY → 2025-FY

Gross margin

12.9%+6.2% pts

Operating margin

2.6%+5.3% pts

Net margin

0.3%+10.2% pts

FCF margin

1.3%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.92B$9.92B$8.33B$8.55B$9.98B
Net Income$34.6M$34.6M$59.7M$-971.2M$-982.3M
EBITDA$715.4M$715.4M$871.5M$-148.7M$-70.4M
EPS0.010.010.02-0.30-0.30
Gross Margin12.9%12.9%12.4%8.3%6.7%
Operating Margin2.6%2.6%0.1%-2.2%-2.7%
Net Margin0.3%0.3%0.7%-11.4%-9.8%
Balance Sheet
Debt/Equity2.322.322.282.321.67
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$128.6M$128.6M$104.7M$129.1M$201.0M
Returns
ROE1.6%1.6%2.9%-48.3%-33.1%
Valuation
P/E227.00227.00101.65——
EV/EBITDA15.4015.4011.33——
P/B3.533.532.952.842.30
Growth & Yield
Revenue Growth19.1%19.1%-2.6%-14.3%—
EPS Growth-42.3%-42.3%106.2%1.1%—

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

167.7%

muy exigente

EPS terminal req.

$0.20

Spread vs growth

-210.0%

5Y implied EPS CAGR

87.6%

muy exigente

EPS terminal req.

$0.24

Spread vs growth

-129.9%

10Y implied EPS CAGR

43.6%

muy exigente

EPS terminal req.

$0.39

Spread vs growth

-85.9%

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 +33.3%

Total return

+33.3%

Start / end P/E

95.6x → 221.0x

EPS bridge

0.02 → 0.01

Residual

-55.5%

EPS growth-42.3%
Multiple rerating+131.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-55.5%

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.