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002570.SZ$5.11-0.58%
Fair $5.11+0.0%

002570.SZ

Beingmate Co., Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$5.11

-0.03 (-0.58%)

Fairly Valued+0.0%Fair Value $5.11Fund rank 37/100 · Data gapFallback financials|
SA 35/D
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $332.9M · quality 78.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

35/100

D

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 · 002570.SZLocal privado en este navegador · Beingmate 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

$5.5B

P/E

34.1x

↑

EV/EBITDA

17.5x

↑

ROE

9.5%

↑

Gross Margin

44.0%

↑

Debt/Equity

0.65

↑
52-Week Range$5
$5$8

TradingView lightweight chart

002570.SZ price, volumen y niveles de valoración

Último $5.140Periodo -70.6%
Fair value: $5.110

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

+3.4%

FCF CAGR

+4.0%

FCF margin

9.9%

FCF / Net income

1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.78B · net income $154.1M · FCF $275.5M

2022-FY → 2025-FY

Gross margin

44.0%-1.9% pts

Operating margin

6.6%+1.6% pts

Net margin

5.6%+12.6% pts

FCF margin

9.9%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.78B$2.78B$2.77B$2.53B$2.51B
Net Income$154.1M$154.1M$102.9M$47.5M$-176.0M
EBITDA$296.6M$296.6M$276.0M$220.1M$5.3M
EPS0.150.150.100.04-0.16
Gross Margin44.0%44.0%43.0%47.1%45.9%
Operating Margin6.6%6.6%7.8%6.7%5.1%
Net Margin5.6%5.6%3.7%1.9%-7.0%
Balance Sheet
Debt/Equity0.650.650.800.670.76
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$275.5M$275.5M$448.5M$332.9M$245.1M
Returns
ROE9.5%9.5%6.6%3.0%-11.4%
Valuation
P/E34.0734.0739.8096.25—
EV/EBITDA17.5017.5014.0220.931121.04
P/B3.233.232.622.873.65
Growth & Yield
Revenue Growth0.1%0.1%9.7%0.8%—
EPS Growth50.0%50.0%150.0%125.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

44.6%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

5.4%

5Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$0.55

Spread vs growth

20.4%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$0.88

Spread vs growth

30.6%

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 -22.1%

Total return

-22.1%

Start / end P/E

65.6x → 34.1x

EPS bridge

0.10 → 0.15

Residual

-24.0%

EPS growth+50.0%
Multiple rerating-48.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-24.0%

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.