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002594.SZ$93.65-2.63%
Fair $93.65+0.0%

002594.SZ

BYD Company Limited

Consumer Cyclical / Auto ManufacturersShenzhen

$93.65

-2.53 (-2.63%)

Fairly Valued+0.0%Fair Value $93.65Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9

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 22%

FCF escenarios

weak_data · normalized FCF $36.1B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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: 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 · 002594.SZLocal privado en este navegador · BYD Company Limited
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

$853.8B

P/E

48.0x

↑

EV/EBITDA

7.4x

↓

ROE

13.2%

↑

Gross Margin

17.7%

↓

Debt/Equity

0.48

↑
52-Week Range$94
$86$139

TradingView lightweight chart

002594.SZ price, volumen y niveles de valoración

Último $93.65Periodo +1003.9%
Fair value: $93.65

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

+23.8%

FCF CAGR

—

FCF margin

-12.1%

FCF / Net income

-2.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $803.96B · net income $32.62B · FCF $-97.67B

2022-FY → 2025-FY

Gross margin

17.7%+0.7% pts

Operating margin

4.8%-0.6% pts

Net margin

4.1%+0.1% pts

FCF margin

-12.1%-22.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$803.96B$803.96B$777.10B$602.32B$424.06B
Net Income$32.62B$32.62B$40.25B$30.04B$16.62B
EBITDA$120.88B$120.88B$116.85B$82.38B$42.68B
EPS3.583.589.223.441.90
Gross Margin17.7%17.7%19.4%18.6%17.0%
Operating Margin4.8%4.8%7.0%6.4%5.4%
Net Margin4.1%4.1%5.2%5.0%3.9%
Balance Sheet
Debt/Equity0.480.480.220.340.20
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$-97.67B$-97.67B$36.09B$47.63B$43.38B
Returns
ROE13.2%13.2%21.7%21.6%15.0%
Valuation
P/E48.0348.039.7918.6746.62
EV/EBITDA7.427.422.846.0517.46
P/B3.463.462.134.046.98
Growth & Yield
Revenue Growth3.5%3.5%29.0%42.0%—
EPS Growth-61.2%-61.2%168.0%80.7%—
Dividend Yield1.4%1.4%———

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

32.4%

muy exigente

EPS terminal req.

$8.31

Spread vs growth

-93.6%

5Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$10.05

Spread vs growth

-84.1%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$16.19

Spread vs growth

-77.5%

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 -25.2%

Total return

-25.2%

Start / end P/E

13.8x → 26.2x

EPS bridge

9.22 → 3.58

Residual

-54.5%

EPS growth-61.2%
Multiple rerating+89.0%
Dividend+1.4%
Residual / FX / buybacks / cross-term-54.5%

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.