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002687.SZ$4.42-2.43%
Fair $4.42+0.0%

002687.SZ

Zhejiang Giuseppe Garment Co., Ltd

Consumer Cyclical / Apparel ManufacturingShenzhen

$4.42

-0.11 (-2.43%)

Fairly Valued+0.0%Fair Value $4.42Fund rank 34/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $147.0M · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

37/100

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: 1unknown: 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 2 consecutive years
Thesis & Journal · 002687.SZLocal privado en este navegador · Zhejiang Giuseppe Garment 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

$2.2B

P/E

27.6x

↑

EV/EBITDA

10.3x

↑

ROE

5.5%

↑

Gross Margin

46.7%

↑

Debt/Equity

0.01

↓
52-Week Range$4
$4$5

TradingView lightweight chart

002687.SZ price, volumen y niveles de valoración

Último $4.530Periodo -5.9%
Fair value: $4.420

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

-0.5%

FCF CAGR

+78.8%

FCF margin

11.7%

FCF / Net income

1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.26B · net income $85.4M · FCF $147.0M

2022-FY → 2025-FY

Gross margin

46.7%-0.3% pts

Operating margin

11.6%-3.6% pts

Net margin

6.8%-2.7% pts

FCF margin

11.7%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.26B$1.26B$1.26B$1.49B$1.28B
Net Income$85.4M$85.4M$88.3M$203.1M$121.5M
EBITDA$168.7M$168.7M$176.8M$302.5M$223.3M
EPS0.170.170.180.400.24
Gross Margin46.7%46.7%49.7%49.9%47.0%
Operating Margin11.6%11.6%11.1%18.2%15.2%
Net Margin6.8%6.8%7.0%13.6%9.5%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio2.712.71———
Cash Flow
Free Cash Flow$147.0M$147.0M$143.3M$411.0M$25.7M
Returns
ROE5.5%5.5%6.0%13.3%9.0%
Valuation
P/E27.6327.6323.2213.5619.21
EV/EBITDA10.3010.307.886.438.34
P/B1.431.431.401.801.72
Growth & Yield
Revenue Growth-0.2%-0.2%-15.4%16.6%—
EPS Growth-5.6%-5.6%-55.0%68.3%—

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

32.1%

muy exigente

EPS terminal req.

$0.39

Spread vs growth

-37.7%

5Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$0.47

Spread vs growth

-28.3%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$0.76

Spread vs growth

-21.8%

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 -3.1%

Total return

-3.1%

Start / end P/E

25.3x → 26.0x

EPS bridge

0.18 → 0.17

Residual

-0.1%

EPS growth-5.6%
Multiple rerating+2.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.1%

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.