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002495.SZ$2.52-3.57%
Fair $2.52+0.0%

002495.SZ

Guangdong Jialong Food Co., Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$2.52

-0.09 (-3.57%)

Fairly Valued+0.0%Fair Value $2.52Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
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 22%

FCF escenarios

weak_data · normalized FCF $26.0M · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

42/100

C

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: 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 1.8%, below the 5% threshold
Thesis & Journal · 002495.SZLocal privado en este navegador · Guangdong Jialong Food 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

$2.4B

P/E

121.5x

↑

EV/EBITDA

26.1x

↑

ROE

1.8%

↓

Gross Margin

32.5%

↑

Debt/Equity

0.04

↓
52-Week Range$3
$2$3

TradingView lightweight chart

002495.SZ price, volumen y niveles de valoración

Último $2.430Periodo -35.3%
Fair value: $2.520

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

+6.1%

FCF CAGR

—

FCF margin

11.9%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $248.0M · net income $19.6M · FCF $29.6M

2022-FY → 2025-FY

Gross margin

32.5%+7.4% pts

Operating margin

7.1%+13.6% pts

Net margin

7.9%+34.3% pts

FCF margin

11.9%+24.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$248.0M$248.0M$267.6M$259.8M$207.6M
Net Income$19.6M$19.6M$24.7M$-44.7M$-54.8M
EBITDA$74.5M$74.5M$73.8M$-3.9M$-17.6M
EPS0.020.020.03-0.05-0.06
Gross Margin32.5%32.5%34.7%20.3%25.1%
Operating Margin7.1%7.1%11.1%-1.2%-6.5%
Net Margin7.9%7.9%9.2%-17.2%-26.4%
Balance Sheet
Debt/Equity0.040.040.000.000.00
Current Ratio7.737.73———
Cash Flow
Free Cash Flow$29.6M$29.6M$26.0M$21.5M$-26.5M
Returns
ROE1.8%1.8%2.2%-4.0%-4.7%
Valuation
P/E121.50121.50105.26——
EV/EBITDA26.1326.1330.83——
P/B2.012.012.332.642.17
Growth & Yield
Revenue Growth-7.3%-7.3%3.0%25.1%—
EPS Growth-19.5%-19.5%155.6%18.3%—
Dividend Yield0.4%0.4%———

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

118.6%

muy exigente

EPS terminal req.

$0.22

Spread vs growth

-138.2%

5Y implied EPS CAGR

66.1%

muy exigente

EPS terminal req.

$0.27

Spread vs growth

-85.6%

10Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$0.44

Spread vs growth

-54.7%

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 -12.2%

Total return

-12.2%

Start / end P/E

104.5x → 113.6x

EPS bridge

0.03 → 0.02

Residual

-1.7%

EPS growth-19.5%
Multiple rerating+8.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-1.7%

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.