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002702.SZ$5.69+3.45%
Fair $5.69+0.0%

002702.SZ

HaiXin Foods Co.,Ltd

Consumer Defensive / Packaged FoodsShenzhen

$5.69

+0.19 (+3.45%)

Fairly Valued+0.0%Fair Value $5.69Fund rank 27/100 · Data gapFallback financials|
SA 25/D
F-Score: 2/9
Declining 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 34% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-173.5M · quality 56.7/100

Data gap 27/100
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

25/100

D

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: 3unknown: 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 Operating margin has declined for 3 consecutive years ROE is -4.7%, below the 5% threshold
Thesis & Journal · 002702.SZLocal privado en este navegador · HaiXin Foods 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

$3.2B

P/E

N/A

•

EV/EBITDA

76.0x

↑

ROE

-4.7%

↓

Gross Margin

20.4%

↓

Debt/Equity

0.43

↑
52-Week Range$6
$4$11

TradingView lightweight chart

002702.SZ price, volumen y niveles de valoración

Último $5.690Periodo +45.0%
Fair value: $5.690

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

-2.1%

FCF CAGR

—

FCF margin

-11.4%

FCF / Net income

3.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.52B · net income $-48.6M · FCF $-173.5M

2022-FY → 2025-FY

Gross margin

20.4%-2.1% pts

Operating margin

-0.7%-5.2% pts

Net margin

-3.2%-7.1% pts

FCF margin

-11.4%-8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.52B$1.52B$1.71B$1.72B$1.62B
Net Income$-48.6M$-48.6M$-36.9M$2.3M$63.2M
EBITDA$46.3M$46.3M$50.1M$74.7M$140.0M
EPS-0.09-0.09-0.070.000.13
Gross Margin20.4%20.4%18.5%19.7%22.5%
Operating Margin-0.7%-0.7%-0.2%2.3%4.5%
Net Margin-3.2%-3.2%-2.2%0.1%3.9%
Balance Sheet
Debt/Equity0.430.430.390.350.38
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$-173.5M$-173.5M$-39.2M$-208.8M$-50.6M
Returns
ROE-4.7%-4.7%-3.4%0.2%7.5%
Valuation
P/E———1297.7848.52
EV/EBITDA76.0476.0453.8541.0822.89
P/B3.093.092.272.543.65
Growth & Yield
Revenue Growth-10.8%-10.8%-0.5%5.8%—
EPS Growth-30.8%-30.8%-1584.4%-96.6%—

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 +32.0%

Total return

+32.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.07 → -0.09

Residual

+32.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+32.0%

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.