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002590.SZ$11.54+0.52%
Fair $11.54+0.0%

002590.SZ

Zhejiang VIE Science & Technology Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$11.54

+0.06 (+0.52%)

Fairly Valued+0.0%Fair Value $11.54Fund rank 27/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $51.4M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

47/100

C

Piotroski

7/9

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 · 002590.SZLocal privado en este navegador · Zhejiang VIE Science & Technology 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

$6.0B

P/E

28.1x

↑

EV/EBITDA

11.8x

↑

ROE

7.0%

↑

Gross Margin

16.4%

↓

Debt/Equity

0.15

↓
52-Week Range$12
$11$18

TradingView lightweight chart

002590.SZ price, volumen y niveles de valoración

Último $11.56Periodo +177.2%
Fair value: $11.54

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

+13.8%

FCF CAGR

—

FCF margin

1.0%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.96B · net income $213.5M · FCF $51.4M

2022-FY → 2025-FY

Gross margin

16.4%-0.3% pts

Operating margin

6.3%+3.3% pts

Net margin

4.3%+2.2% pts

FCF margin

1.0%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.96B$4.96B$4.34B$3.98B$3.36B
Net Income$213.5M$213.5M$185.1M$319.6M$71.6M
EBITDA$477.6M$477.6M$436.2M$533.9M$231.5M
EPS0.410.410.380.670.15
Gross Margin16.4%16.4%17.3%16.5%16.7%
Operating Margin6.3%6.3%7.3%5.5%3.0%
Net Margin4.3%4.3%4.3%8.0%2.1%
Balance Sheet
Debt/Equity0.150.150.180.270.34
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$51.4M$51.4M$14.2M$82.8M$-140.1M
Returns
ROE7.0%7.0%6.1%14.1%3.6%
Valuation
P/E28.1528.1530.2416.3457.00
EV/EBITDA11.8211.8211.519.2716.84
P/B1.971.971.852.302.08
Growth & Yield
Revenue Growth14.4%14.4%8.9%18.4%—
EPS Growth7.9%7.9%-43.3%346.7%—
Dividend Yield0.7%0.7%———

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

35.7%

muy exigente

EPS terminal req.

$1.02

Spread vs growth

-27.8%

5Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$1.24

Spread vs growth

-16.9%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$2.00

Spread vs growth

-9.3%

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 -19.6%

Total return

-19.6%

Start / end P/E

38.2x → 28.2x

EPS bridge

0.38 → 0.41

Residual

-2.1%

EPS growth+7.9%
Multiple rerating-26.2%
Dividend+0.7%
Residual / FX / buybacks / cross-term-2.1%

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.