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002731.SZ$4.35+0.00%
Fair $4.35+0.0%

002731.SZ

Shenyang Cuihua Gold and Silver Jewelry Co., Ltd.

Consumer Cyclical / Luxury GoodsShenzhen

$4.35

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.35Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9

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 16%

FCF escenarios

weak_data · normalized FCF $-34.5M · quality 36.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

40/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 002731.SZLocal privado en este navegador · Shenyang Cuihua Gold and Silver Jewelry 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

$1.1B

P/E

4.1x

↓

EV/EBITDA

5.9x

↓

ROE

12.7%

↑

Gross Margin

10.3%

↓

Debt/Equity

1.17

↑
52-Week Range$4
$4$18

TradingView lightweight chart

002731.SZ price, volumen y niveles de valoración

Último $4.350Periodo -73.3%
Fair value: $4.350

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.4%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.44B · net income $216.7M · FCF $-34.5M

2021-FY → 2024-FY

Gross margin

10.3%+3.2% pts

Operating margin

6.5%+3.5% pts

Net margin

4.9%+4.0% pts

FCF margin

-0.8%-3.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$4.44B$4.44B$4.56B$4.21B$3.68B
Net Income$216.7M$216.7M$172.7M$47.1M$34.1M
EBITDA$445.8M$445.8M$248.5M$178.9M$159.3M
EPS0.850.850.670.190.13
Gross Margin10.3%10.3%8.5%5.6%7.0%
Operating Margin6.5%6.5%5.1%3.0%3.0%
Net Margin4.9%4.9%3.8%1.1%0.9%
Balance Sheet
Debt/Equity1.171.171.260.870.90
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$-34.5M$-34.5M$73.9M$-56.7M$108.4M
Returns
ROE12.7%12.7%11.4%3.5%2.6%
Valuation
P/E4.074.0716.4886.2688.15
EV/EBITDA5.945.9417.1027.2423.42
P/B0.650.651.883.042.33
Growth & Yield
Revenue Growth-2.8%-2.8%8.5%14.3%—
EPS Growth26.9%26.9%252.6%46.2%—
Dividend Yield2.1%2.1%———

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

-23.1%

fácil

EPS terminal req.

$0.39

Spread vs growth

50.0%

5Y implied EPS CAGR

-11.3%

fácil

EPS terminal req.

$0.47

Spread vs growth

38.2%

10Y implied EPS CAGR

-1.2%

fácil

EPS terminal req.

$0.75

Spread vs growth

28.1%

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 -56.5%

Total return

-56.5%

Start / end P/E

15.7x → 5.1x

EPS bridge

0.67 → 0.85

Residual

-18.1%

EPS growth+26.9%
Multiple rerating-67.3%
Dividend+2.1%
Residual / FX / buybacks / cross-term-18.1%

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.