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002485.SZ$4.75-0.21%
Fair $4.75+0.0%

002485.SZ

Cedar Development Co.,Ltd.

Consumer Cyclical / Apparel ManufacturingShenzhen

$4.75

-0.01 (-0.21%)

Fairly Valued+0.0%Fair Value $4.75Fund rank 31/100 · Data gapFallback financials|
SA 21/D
F-Score: 1/9
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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-178.6M · quality 71.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

21/100

D

Piotroski

1/9

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 -18.6%, below the 5% threshold
Thesis & Journal · 002485.SZLocal privado en este navegador · Cedar Development 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

$2.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-18.6%

↓

Gross Margin

-10.4%

↓

Debt/Equity

0.07

↓
52-Week Range$5
$3$6

TradingView lightweight chart

002485.SZ price, volumen y niveles de valoración

Último $4.750Periodo -52.1%
Fair value: $4.750

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

-27.3%

FCF CAGR

—

FCF margin

-28.0%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $655.1M · net income $-191.2M · FCF $-183.3M

2022-FY → 2025-FY

Gross margin

-10.4%-5.0% pts

Operating margin

-18.5%-7.8% pts

Net margin

-29.2%-8.7% pts

FCF margin

-28.0%-12.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$655.1M$655.1M$823.4M$758.2M$1.71B
Net Income$-191.2M$-191.2M$-151.7M$-10.6M$-348.9M
EBITDA$-165.2M$-165.2M$-124.2M$33.7M$-274.7M
EPS-0.35-0.35-0.28-0.02-0.64
Gross Margin-10.4%-10.4%-5.1%2.5%-5.5%
Operating Margin-18.5%-18.5%-12.4%-4.9%-10.7%
Net Margin-29.2%-29.2%-18.4%-1.4%-20.4%
Balance Sheet
Debt/Equity0.070.070.030.230.56
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$-183.3M$-183.3M$-41.8M$-178.6M$-262.5M
Returns
ROE-18.6%-18.6%-12.3%-0.8%-25.2%
Valuation
EV/EBITDA———71.57—
P/B2.512.511.301.651.21
Growth & Yield
Revenue Growth-20.4%-20.4%8.6%-55.6%—
EPS Growth-26.1%-26.1%-1329.7%97.0%—

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 +53.2%

Total return

+53.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.28 → -0.35

Residual

+53.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+53.2%

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.