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002677.SZ$7.25+0.69%
Fair $7.25+0.0%

002677.SZ

Zhejiang Meida Industrial Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$7.25

+0.05 (+0.69%)

Fairly Valued+0.0%Fair Value $7.25Fund rank 34/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $103.3M · quality 69.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

34/100

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: 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 0.8%, below the 5% threshold
Thesis & Journal · 002677.SZLocal privado en este navegador · Zhejiang Meida Industrial 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

$4.7B

P/E

725.0x

↑

EV/EBITDA

48.8x

↑

ROE

0.8%

↓

Gross Margin

37.4%

↑

Debt/Equity

0.00

↓
52-Week Range$7
$7$10

TradingView lightweight chart

002677.SZ price, volumen y niveles de valoración

Último $7.250Periodo +106.8%
Fair value: $7.250

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

-37.2%

FCF CAGR

-57.6%

FCF margin

5.8%

FCF / Net income

2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $454.1M · net income $11.5M · FCF $26.2M

2022-FY → 2025-FY

Gross margin

37.4%-6.7% pts

Operating margin

3.3%-22.7% pts

Net margin

2.5%-22.1% pts

FCF margin

5.8%-13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$454.1M$454.1M$877.4M$1.67B$1.83B
Net Income$11.5M$11.5M$110.4M$464.3M$452.2M
EBITDA$72.8M$72.8M$186.0M$608.7M$591.5M
EPS0.020.020.170.720.70
Gross Margin37.4%37.4%40.7%47.1%44.1%
Operating Margin3.3%3.3%13.2%29.0%26.0%
Net Margin2.5%2.5%12.6%27.8%24.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.685.68———
Cash Flow
Free Cash Flow$26.2M$26.2M$103.3M$572.1M$343.6M
Returns
ROE0.8%0.8%6.7%22.9%23.0%
Valuation
P/E725.00725.0041.6514.1816.46
EV/EBITDA48.8148.8119.798.7110.73
P/B2.842.842.783.253.78
Growth & Yield
Revenue Growth-48.2%-48.2%-47.5%-8.8%—
EPS Growth-88.2%-88.2%-76.4%2.9%—
Dividend Yield4.2%4.2%———

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

218.0%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

-306.3%

5Y implied EPS CAGR

108.0%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

-196.2%

10Y implied EPS CAGR

51.3%

muy exigente

EPS terminal req.

$1.25

Spread vs growth

-139.5%

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 +1.5%

Total return

+1.5%

Start / end P/E

43.8x → 362.5x

EPS bridge

0.17 → 0.02

Residual

-641.6%

EPS growth-88.2%
Multiple rerating+727.2%
Dividend+4.2%
Residual / FX / buybacks / cross-term-641.6%

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.