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002626.SZ$15.32+0.86%
Fair $15.32+0.0%

002626.SZ

Xiamen Kingdomway Group Company

Consumer Defensive / Packaged FoodsShenzhen

$15.32

+0.13 (+0.86%)

Fairly Valued+0.0%Fair Value $15.32Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 $326.5M · quality 72.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

38/100

D

Piotroski

4/9

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 · 002626.SZLocal privado en este navegador · Xiamen Kingdomway Group Company
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

$9.3B

P/E

33.3x

↑

EV/EBITDA

15.3x

↑

ROE

7.6%

↑

Gross Margin

39.4%

↑

Debt/Equity

0.56

↑
52-Week Range$15
$15$22

TradingView lightweight chart

002626.SZ price, volumen y niveles de valoración

Último $15.32Periodo +109.4%
Fair value: $15.32

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

+3.8%

FCF CAGR

-15.1%

FCF margin

9.7%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.37B · net income $339.9M · FCF $326.5M

2022-FY → 2025-FY

Gross margin

39.4%-1.1% pts

Operating margin

15.8%-0.2% pts

Net margin

10.1%+1.5% pts

FCF margin

9.7%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.37B$3.37B$3.24B$3.10B$3.01B
Net Income$339.9M$339.9M$342.0M$276.7M$257.4M
EBITDA$647.1M$647.1M$704.5M$583.7M$554.8M
EPS0.550.550.560.450.42
Gross Margin39.4%39.4%38.5%37.3%40.5%
Operating Margin15.8%15.8%14.9%11.5%16.0%
Net Margin10.1%10.1%10.6%8.9%8.6%
Balance Sheet
Debt/Equity0.560.560.320.230.30
Current Ratio2.772.77———
Cash Flow
Free Cash Flow$326.5M$326.5M$156.5M$406.9M$533.4M
Returns
ROE7.6%7.6%8.0%7.0%7.0%
Valuation
P/E33.3033.3026.0935.5653.83
EV/EBITDA15.3515.3512.9817.3525.68
P/B2.122.122.082.513.79
Growth & Yield
Revenue Growth3.9%3.9%4.4%3.1%—
EPS Growth-1.8%-1.8%24.4%7.1%—
Dividend Yield2.6%2.6%———

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

35.2%

muy exigente

EPS terminal req.

$1.36

Spread vs growth

-37.0%

5Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$1.64

Spread vs growth

-26.3%

10Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$2.65

Spread vs growth

-18.8%

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 -15.7%

Total return

-15.7%

Start / end P/E

33.5x → 27.9x

EPS bridge

0.56 → 0.55

Residual

+0.3%

EPS growth-1.8%
Multiple rerating-16.9%
Dividend+2.6%
Residual / FX / buybacks / cross-term+0.3%

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.