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002695.SZ$11.56+0.87%
Fair $11.56+0.0%

002695.SZ

Jiangxi Huangshanghuang Group Food Co., Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$11.56

+0.10 (+0.87%)

Fairly Valued+0.0%Fair Value $11.56Fund rank 31/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9
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 20%

FCF escenarios

weak_data · normalized FCF $74.6M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

53/100

C

Piotroski

5/9

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 3.0%, below the 5% threshold
Thesis & Journal · 002695.SZLocal privado en este navegador · Jiangxi Huangshanghuang Group Food 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

$6.5B

P/E

77.1x

↑

EV/EBITDA

23.1x

↑

ROE

3.0%

↓

Gross Margin

32.3%

↑

Debt/Equity

0.05

↓
52-Week Range$12
$9$16

TradingView lightweight chart

002695.SZ price, volumen y niveles de valoración

Último $11.46Periodo +46.7%
Fair value: $11.56

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

-4.8%

FCF CAGR

+14.0%

FCF margin

15.1%

FCF / Net income

3.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.68B · net income $81.6M · FCF $254.3M

2022-FY → 2025-FY

Gross margin

32.3%+4.1% pts

Operating margin

8.1%+6.7% pts

Net margin

4.8%+3.3% pts

FCF margin

15.1%+6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.68B$1.68B$1.74B$1.92B$1.95B
Net Income$81.6M$81.6M$40.3M$70.6M$30.8M
EBITDA$238.9M$238.9M$137.1M$166.4M$120.7M
EPS0.150.150.070.120.06
Gross Margin32.3%32.3%32.8%29.1%28.2%
Operating Margin8.1%8.1%2.1%3.1%1.4%
Net Margin4.8%4.8%2.3%3.7%1.6%
Balance Sheet
Debt/Equity0.050.050.010.020.07
Current Ratio2.852.85———
Cash Flow
Free Cash Flow$254.3M$254.3M$74.6M$-74.8M$171.7M
Returns
ROE3.0%3.0%1.5%2.5%1.3%
Valuation
P/E77.0777.07111.9482.58210.67
EV/EBITDA23.1023.1024.8928.5846.57
P/B2.342.341.642.092.77
Growth & Yield
Revenue Growth-3.2%-3.2%-9.4%-1.7%—
EPS Growth102.8%102.8%-41.9%106.7%—
Dividend Yield0.9%0.9%———

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

91.5%

muy exigente

EPS terminal req.

$1.03

Spread vs growth

11.3%

5Y implied EPS CAGR

53.4%

muy exigente

EPS terminal req.

$1.24

Spread vs growth

49.4%

10Y implied EPS CAGR

29.9%

muy exigente

EPS terminal req.

$2.00

Spread vs growth

72.9%

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 +9.7%

Total return

+9.7%

Start / end P/E

147.5x → 79.2x

EPS bridge

0.07 → 0.15

Residual

-47.6%

EPS growth+102.8%
Multiple rerating-46.3%
Dividend+0.9%
Residual / FX / buybacks / cross-term-47.6%

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.