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002629.SZ$5.51-3.84%
Fair $5.51+0.0%

002629.SZ

Zhejiang Renzhi Co., Ltd.

Energy / Oil & Gas Equipment & ServicesShenzhen

$5.51

-0.22 (-3.84%)

Fairly Valued+0.0%Fair Value $5.51Fund rank 24/100 · Data gapFallback financials|
SA 41/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-33.5M · quality 45.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

41/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 002629.SZLocal privado en este navegador · Zhejiang Renzhi 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

$2.3B

P/E

275.5x

↑

EV/EBITDA

123.3x

↑

ROE

14.1%

↑

Gross Margin

14.2%

↓

Debt/Equity

0.41

↑
52-Week Range$6
$5$10

TradingView lightweight chart

002629.SZ price, volumen y niveles de valoración

Último $5.510Periodo -14.2%
Fair value: $5.510

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

+20.3%

FCF CAGR

—

FCF margin

-4.2%

FCF / Net income

-1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $293.8M · net income $9.4M · FCF $-12.4M

2022-FY → 2025-FY

Gross margin

14.2%+9.9% pts

Operating margin

4.2%+28.3% pts

Net margin

3.2%-5.1% pts

FCF margin

-4.2%+55.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$293.8M$293.8M$319.3M$208.2M$168.5M
Net Income$9.4M$9.4M$14.4M$-34.9M$14.1M
EBITDA$19.1M$19.1M$26.6M$-25.6M$24.3M
EPS——0.03-0.080.03
Gross Margin14.2%14.2%13.6%4.9%4.3%
Operating Margin4.2%4.2%6.3%-24.0%-24.1%
Net Margin3.2%3.2%4.5%-16.8%8.3%
Balance Sheet
Debt/Equity0.410.410.470.070.21
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$-12.4M$-12.4M$-33.5M$-42.4M$-100.2M
Returns
ROE14.1%14.1%25.5%-71.0%38.8%
Valuation
P/E275.50275.50116.36—123.24
EV/EBITDA123.32123.3262.89—68.79
P/B35.1635.1629.7234.3047.79
Growth & Yield
Revenue Growth-8.0%-8.0%53.3%23.6%—
EPS Growth——139.3%-347.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +9.1%

Total return

+9.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.03 → n/d

Residual

+9.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.