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002560.SZ$8.93-2.83%
Fair $8.93+0.0%

002560.SZ

Henan Tong-Da Cable Co., Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$8.93

-0.26 (-2.83%)

Fairly Valued+0.0%Fair Value $8.93Fund rank 23/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 17%

FCF escenarios

weak_data · normalized FCF $-37.5M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

53/100

C

Piotroski

8/9

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 · 002560.SZLocal privado en este navegador · Henan Tong-Da Cable 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

$6.6B

P/E

37.2x

↑

EV/EBITDA

13.5x

↑

ROE

5.9%

↑

Gross Margin

7.6%

↓

Debt/Equity

0.47

↑
52-Week Range$9
$5$13

TradingView lightweight chart

002560.SZ price, volumen y niveles de valoración

Último $8.930Periodo +51.4%
Fair value: $8.930

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

+13.3%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

3.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.00B · net income $161.4M · FCF $592.6M

2022-FY → 2025-FY

Gross margin

7.6%-0.4% pts

Operating margin

3.0%-0.6% pts

Net margin

2.0%-0.2% pts

FCF margin

7.4%+13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.00B$8.00B$6.20B$5.57B$5.50B
Net Income$161.4M$161.4M$25.5M$82.6M$122.2M
EBITDA$325.3M$325.3M$177.2M$249.1M$227.3M
EPS0.310.310.050.160.23
Gross Margin7.6%7.6%7.3%9.2%8.1%
Operating Margin3.0%3.0%2.9%4.9%3.6%
Net Margin2.0%2.0%0.4%1.5%2.2%
Balance Sheet
Debt/Equity0.470.470.660.560.37
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$592.6M$592.6M$-124.9M$-37.5M$-332.8M
Returns
ROE5.9%5.9%1.0%3.2%4.9%
Valuation
P/E37.2137.2185.8632.3221.96
EV/EBITDA13.4813.4815.1013.898.96
P/B1.711.710.861.041.08
Growth & Yield
Revenue Growth29.0%29.0%11.3%1.3%—
EPS Growth520.0%520.0%-68.8%-30.4%—
Dividend Yield1.1%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

36.7%

muy exigente

EPS terminal req.

$0.79

Spread vs growth

483.3%

5Y implied EPS CAGR

25.3%

muy exigente

EPS terminal req.

$0.96

Spread vs growth

494.7%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$1.54

Spread vs growth

502.6%

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 +50.1%

Total return

+50.1%

Start / end P/E

119.9x → 28.8x

EPS bridge

0.05 → 0.31

Residual

-395.0%

EPS growth+520.0%
Multiple rerating-76.0%
Dividend+1.1%
Residual / FX / buybacks / cross-term-395.0%

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.