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002715.SZ$15.90-1.00%
Fair $15.90+0.0%

002715.SZ

Huaiji Dengyun Auto-parts (Holding) Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$15.90

-0.16 (-1.00%)

Fairly Valued+0.0%Fair Value $15.90Fund rank 27/100 · Data gapFallback financials|
SA 19/F
F-Score: 3/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $9.5M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

19/100

F

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -3.4%, below the 5% threshold
Thesis & Journal · 002715.SZLocal privado en este navegador · Huaiji Dengyun Auto-parts (Holding) 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

N/A

•

EV/EBITDA

85.2x

↑

ROE

-3.4%

↓

Gross Margin

23.8%

↓

Debt/Equity

0.52

↑
52-Week Range$16
$14$30

TradingView lightweight chart

002715.SZ price, volumen y niveles de valoración

Último $15.90Periodo +63.0%
Fair value: $15.90

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

+1.1%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

-0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $524.2M · net income $-15.7M · FCF $3.9M

2022-FY → 2025-FY

Gross margin

23.8%+0.5% pts

Operating margin

3.7%+1.8% pts

Net margin

-3.0%+23.0% pts

FCF margin

0.7%+22.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$524.2M$524.2M$511.1M$544.4M$507.2M
Net Income$-15.7M$-15.7M$5.1M$23.8M$-132.0M
EBITDA$27.9M$27.9M$58.3M$85.9M$-52.1M
EPS-0.11-0.110.040.17-0.96
Gross Margin23.8%23.8%27.3%28.4%23.3%
Operating Margin3.7%3.7%6.2%10.8%2.0%
Net Margin-3.0%-3.0%1.0%4.4%-26.0%
Balance Sheet
Debt/Equity0.520.520.430.510.52
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$3.9M$3.9M$9.5M$10.8M$-109.8M
Returns
ROE-3.4%-3.4%1.1%5.7%-33.9%
Valuation
P/E——368.0193.33—
EV/EBITDA85.2185.2135.2327.57—
P/B4.784.783.955.366.68
Growth & Yield
Revenue Growth2.6%2.6%-6.1%7.3%—
EPS Growth-406.5%-406.5%-78.4%118.0%—
Dividend Yield0.2%0.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -2.9%

Total return

-2.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → -0.11

Residual

-3.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term-3.1%

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.