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002616.SZ$5.87-1.51%
Fair $5.87+0.0%

002616.SZ

Guangdong Chant Group Inc.

Technology / Consumer ElectronicsShenzhen

$5.87

-0.09 (-1.51%)

Fairly Valued+0.0%Fair Value $5.87Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 8/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $437.6M · quality 53.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

45/100

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 002616.SZLocal privado en este navegador · Guangdong Chant Group Inc.
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

$5.0B

P/E

17.8x

↓

EV/EBITDA

8.6x

↓

ROE

7.7%

↑

Gross Margin

22.1%

↓

Debt/Equity

1.31

↑
52-Week Range$6
$5$8

TradingView lightweight chart

002616.SZ price, volumen y niveles de valoración

Último $5.960Periodo +40.6%
Fair value: $5.870

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

+2.3%

FCF CAGR

+57.5%

FCF margin

18.4%

FCF / Net income

2.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.67B · net income $280.2M · FCF $674.7M

2022-FY → 2025-FY

Gross margin

22.1%+5.2% pts

Operating margin

18.7%+7.5% pts

Net margin

7.6%+5.4% pts

FCF margin

18.4%+13.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.67B$3.67B$3.79B$3.97B$3.42B
Net Income$280.2M$280.2M$216.7M$159.0M$76.4M
EBITDA$1.04B$1.04B$1.03B$948.7M$711.1M
EPS0.330.330.290.210.10
Gross Margin22.1%22.1%19.5%21.4%16.8%
Operating Margin18.7%18.7%15.2%16.0%11.1%
Net Margin7.6%7.6%5.7%4.0%2.2%
Balance Sheet
Debt/Equity1.311.312.162.262.35
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$674.7M$674.7M$437.6M$163.8M$172.6M
Returns
ROE7.7%7.7%7.7%6.0%3.1%
Valuation
P/E17.7917.7915.3825.1047.38
EV/EBITDA8.618.618.6110.0512.78
P/B1.391.391.191.501.45
Growth & Yield
Revenue Growth-3.2%-3.2%-4.6%15.8%—
EPS Growth11.7%11.7%36.3%108.1%—
Dividend Yield6.7%6.7%———

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

16.9%

exigente

EPS terminal req.

$0.52

Spread vs growth

-5.2%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$0.63

Spread vs growth

-2.4%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$1.02

Spread vs growth

-0.3%

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 +7.1%

Total return

+7.1%

Start / end P/E

20.0x → 18.0x

EPS bridge

0.29 → 0.33

Residual

-1.2%

EPS growth+11.7%
Multiple rerating-10.2%
Dividend+6.7%
Residual / FX / buybacks / cross-term-1.2%

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.