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002682.SZ$5.29+4.13%
Fair $5.29+0.0%

002682.SZ

Longzhou Group Co., Ltd.

Consumer Cyclical / Auto ManufacturersShenzhen

$5.29

+0.21 (+4.13%)

Fairly Valued+0.0%Fair Value $5.29Fund rank 22/100 · Data gapFallback financials|
SA 7/F
F-Score: 2/9
High DebtDeclining RevenueMargin CompressionLow 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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $275.5M · quality 33.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

7/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 4unknown: 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. Debt-to-Equity ratio is 5.98, above the 2.0 threshold Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 002682.SZLocal privado en este navegador · Longzhou Group 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

$3.0B

P/E

N/A

•

EV/EBITDA

340.9x

↑

ROE

-100.3%

↓

Gross Margin

-4.5%

↓

Debt/Equity

5.98

↑
52-Week Range$5
$4$12

TradingView lightweight chart

002682.SZ price, volumen y niveles de valoración

Último $5.290Periodo +29.4%
Fair value: $5.290

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

-21.8%

FCF CAGR

-18.3%

FCF margin

4.1%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.39B · net income $-578.3M · FCF $96.9M

2022-FY → 2025-FY

Gross margin

-4.5%-10.2% pts

Operating margin

-8.3%-9.4% pts

Net margin

-24.2%-22.6% pts

FCF margin

4.1%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.39B$2.39B$3.00B$3.72B$4.99B
Net Income$-578.3M$-578.3M$-348.5M$-352.4M$-79.2M
EBITDA$17.9M$17.9M$-83.7M$-26.9M$310.3M
EPS-1.03-1.03-0.62-0.63-0.14
Gross Margin-4.5%-4.5%0.4%3.2%5.7%
Operating Margin-8.3%-8.3%-4.5%-2.4%1.1%
Net Margin-24.2%-24.2%-11.6%-9.5%-1.6%
Balance Sheet
Debt/Equity5.985.982.982.482.03
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$96.9M$96.9M$332.9M$275.5M$177.9M
Returns
ROE-100.3%-100.3%-30.0%-23.3%-4.3%
Valuation
EV/EBITDA340.93340.93——19.12
P/B5.155.151.922.391.47
Growth & Yield
Revenue Growth-20.3%-20.3%-19.3%-25.6%—
EPS Growth-66.1%-66.1%1.6%-350.0%—

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 +12.8%

Total return

+12.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.62 → -1.03

Residual

+12.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+12.8%

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.