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002641.SZ$4.22-1.17%
Fair $4.22+0.0%

002641.SZ

Era Co., Ltd.

Industrials / Building Products & EquipmentShenzhen

$4.22

-0.05 (-1.17%)

Fairly Valued+0.0%Fair Value $4.22Fund rank 28/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $88.2M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

36/100

D

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: 2unknown: 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 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · 002641.SZLocal privado en este navegador · Era 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

$5.2B

P/E

84.4x

↑

EV/EBITDA

10.4x

↑

ROE

1.1%

↓

Gross Margin

17.8%

↓

Debt/Equity

0.02

↓
52-Week Range$4
$4$6

TradingView lightweight chart

002641.SZ price, volumen y niveles de valoración

Último $4.270Periodo +28.8%
Fair value: $4.220

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

-8.2%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.18B · net income $62.5M · FCF $88.2M

2022-FY → 2025-FY

Gross margin

17.8%-0.5% pts

Operating margin

0.8%-4.6% pts

Net margin

1.0%+0.0% pts

FCF margin

1.4%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.18B$6.18B$6.60B$7.47B$7.98B
Net Income$62.5M$62.5M$190.4M$362.9M$78.5M
EBITDA$418.9M$418.9M$555.6M$744.4M$360.9M
EPS0.050.050.160.300.06
Gross Margin17.8%17.8%19.2%22.2%18.3%
Operating Margin0.8%0.8%3.3%8.1%5.3%
Net Margin1.0%1.0%2.9%4.9%1.0%
Balance Sheet
Debt/Equity0.020.020.020.020.02
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$88.2M$88.2M$-70.5M$712.7M$-198.0M
Returns
ROE1.1%1.1%3.5%6.8%1.6%
Valuation
P/E84.4084.4025.9416.5375.50
EV/EBITDA10.4310.437.255.6212.85
P/B0.970.970.901.121.18
Growth & Yield
Revenue Growth-6.5%-6.5%-11.6%-6.4%—
EPS Growth-68.8%-68.8%-46.7%400.0%—
Dividend Yield0.5%0.5%———

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

95.6%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

-164.4%

5Y implied EPS CAGR

55.4%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

-124.1%

10Y implied EPS CAGR

30.7%

muy exigente

EPS terminal req.

$0.73

Spread vs growth

-99.5%

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 +0.5%

Total return

+0.5%

Start / end P/E

26.4x → 84.4x

EPS bridge

0.16 → 0.05

Residual

-151.3%

EPS growth-68.8%
Multiple rerating+220.0%
Dividend+0.5%
Residual / FX / buybacks / cross-term-151.3%

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.