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002614.SZ$5.30+3.72%
Fair $5.30+0.0%

002614.SZ

Xiamen Comfort Science&Technology Group Co., Ltd

Consumer Cyclical / LeisureShenzhen

$5.30

+0.19 (+3.72%)

Fairly Valued+0.0%Fair Value $5.30Fund rank 31/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-90.4M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

30/100

D

Piotroski

5/9

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 0.3%, below the 5% threshold
Thesis & Journal · 002614.SZLocal privado en este navegador · Xiamen Comfort Science&Technology Group 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

$3.3B

P/E

265.0x

↑

EV/EBITDA

9.8x

↑

ROE

0.3%

↓

Gross Margin

33.9%

↑

Debt/Equity

0.25

↓
52-Week Range$5
$5$8

TradingView lightweight chart

002614.SZ price, volumen y niveles de valoración

Último $5.300Periodo -47.9%
Fair value: $5.300

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

-5.5%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

-17.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.09B · net income $12.3M · FCF $-209.8M

2022-FY → 2025-FY

Gross margin

33.9%+1.7% pts

Operating margin

0.8%-2.4% pts

Net margin

0.2%-1.5% pts

FCF margin

-4.1%-11.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.09B$5.09B$4.83B$5.03B$6.02B
Net Income$12.3M$12.3M$64.2M$103.2M$102.0M
EBITDA$345.0M$345.0M$408.3M$477.0M$500.9M
EPS0.020.020.100.170.16
Gross Margin33.9%33.9%36.0%37.1%32.2%
Operating Margin0.8%0.8%1.8%4.2%3.3%
Net Margin0.2%0.2%1.3%2.1%1.7%
Balance Sheet
Debt/Equity0.250.250.310.350.26
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$-209.8M$-209.8M$-90.4M$648.9M$422.7M
Returns
ROE0.3%0.3%1.4%2.3%2.2%
Valuation
P/E265.00265.0062.7045.2456.00
EV/EBITDA9.799.7911.3311.349.94
P/B0.740.740.911.021.09
Growth & Yield
Revenue Growth5.2%5.2%-3.9%-16.5%—
EPS Growth-80.0%-80.0%-41.2%6.3%—
Dividend Yield1.9%1.9%———

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

186.5%

muy exigente

EPS terminal req.

$0.47

Spread vs growth

-266.5%

5Y implied EPS CAGR

95.4%

muy exigente

EPS terminal req.

$0.57

Spread vs growth

-175.4%

10Y implied EPS CAGR

46.6%

muy exigente

EPS terminal req.

$0.92

Spread vs growth

-126.6%

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 -19.5%

Total return

-19.5%

Start / end P/E

67.4x → 265.0x

EPS bridge

0.10 → 0.02

Residual

-234.5%

EPS growth-80.0%
Multiple rerating+293.2%
Dividend+1.9%
Residual / FX / buybacks / cross-term-234.5%

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.