StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
002668.SZ$9.55+2.25%
Fair $9.55+0.0%

002668.SZ

Guangdong TCL Smart Home Appliances Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$9.55

+0.21 (+2.25%)

Fairly Valued+0.0%Fair Value $9.55Fund rank 35/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 65.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

56/100

C

Piotroski

7/9

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 · 002668.SZLocal privado en este navegador · Guangdong TCL Smart Home Appliances 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

$10.4B

P/E

9.2x

↓

EV/EBITDA

2.9x

↓

ROE

31.7%

↑

Gross Margin

25.2%

↓

Debt/Equity

0.32

↓
52-Week Range$10
$9$12

TradingView lightweight chart

002668.SZ price, volumen y niveles de valoración

Último $9.550Periodo +235.5%
Fair value: $9.550

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

+16.7%

FCF CAGR

+266.4%

FCF margin

9.5%

FCF / Net income

1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.53B · net income $1.12B · FCF $1.76B

2022-FY → 2025-FY

Gross margin

25.2%+5.3% pts

Operating margin

13.7%+5.8% pts

Net margin

6.1%+2.1% pts

FCF margin

9.5%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.53B$18.53B$18.36B$15.18B$11.66B
Net Income$1.12B$1.12B$1.02B$786.6M$464.4M
EBITDA$2.99B$2.99B$2.64B$2.14B$1.51B
EPS1.041.040.940.730.43
Gross Margin25.2%25.2%23.0%23.4%19.9%
Operating Margin13.7%13.7%11.9%11.7%7.9%
Net Margin6.1%6.1%5.6%5.2%4.0%
Balance Sheet
Debt/Equity0.320.320.380.671.00
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$1.76B$1.76B$1.55B$2.31B$35.7M
Returns
ROE31.7%31.7%42.2%55.6%47.9%
Valuation
P/E9.189.1813.299.1112.98
EV/EBITDA2.942.944.542.662.99
P/B2.912.915.605.076.22
Growth & Yield
Revenue Growth0.9%0.9%21.0%30.1%—
EPS Growth10.6%10.6%28.8%69.8%—
Dividend Yield2.1%2.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-6.6%

fácil

EPS terminal req.

$0.85

Spread vs growth

17.2%

5Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$1.03

Spread vs growth

10.9%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$1.65

Spread vs growth

5.9%

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

11.2x → 9.2x

EPS bridge

0.94 → 1.04

Residual

-1.9%

EPS growth+10.6%
Multiple rerating-17.9%
Dividend+2.1%
Residual / FX / buybacks / cross-term-1.9%

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.