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002732.SZ$14.97+2.39%
Fair $14.97+0.0%

002732.SZ

Guangdong Yantang Dairy Co., Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$14.97

+0.35 (+2.39%)

Fairly Valued+0.0%Fair Value $14.97Fund rank 27/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
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 18%

FCF escenarios

weak_data · normalized FCF $43.0M · quality 46.3/100

Data gap 27/100
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

32/100

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: 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 2 consecutive years ROE is 3.8%, below the 5% threshold
Thesis & Journal · 002732.SZLocal privado en este navegador · Guangdong Yantang Dairy 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

$2.4B

P/E

46.8x

↑

EV/EBITDA

10.6x

↑

ROE

3.8%

↓

Gross Margin

24.9%

↓

Debt/Equity

0.07

↓
52-Week Range$15
$14$20

TradingView lightweight chart

002732.SZ price, volumen y niveles de valoración

Último $14.97Periodo +2.6%
Fair value: $14.97

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

-5.4%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.59B · net income $57.6M · FCF $-33.3M

2022-FY → 2025-FY

Gross margin

24.9%+1.3% pts

Operating margin

5.6%-0.9% pts

Net margin

3.6%-1.7% pts

FCF margin

-2.1%-1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.59B$1.59B$1.73B$1.95B$1.88B
Net Income$57.6M$57.6M$102.8M$180.4M$99.4M
EBITDA$199.3M$199.3M$240.7M$319.0M$225.5M
EPS0.370.370.651.150.63
Gross Margin24.9%24.9%25.3%26.0%23.5%
Operating Margin5.6%5.6%8.0%9.8%6.6%
Net Margin3.6%3.6%5.9%9.3%5.3%
Balance Sheet
Debt/Equity0.070.070.080.090.19
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-33.3M$-33.3M$43.0M$163.4M$-18.6M
Returns
ROE3.8%3.8%7.0%12.9%8.0%
Valuation
P/E46.7846.7822.9816.4433.57
EV/EBITDA10.6310.638.878.5914.64
P/B1.551.551.602.132.68
Growth & Yield
Revenue Growth-8.5%-8.5%-11.2%4.0%—
EPS Growth-43.1%-43.1%-43.5%82.5%—
Dividend Yield1.0%1.0%———

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

53.1%

muy exigente

EPS terminal req.

$1.33

Spread vs growth

-96.2%

5Y implied EPS CAGR

34.1%

muy exigente

EPS terminal req.

$1.61

Spread vs growth

-77.2%

10Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$2.59

Spread vs growth

-64.6%

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 -10.6%

Total return

-10.6%

Start / end P/E

26.1x → 40.5x

EPS bridge

0.65 → 0.37

Residual

-23.8%

EPS growth-43.1%
Multiple rerating+55.2%
Dividend+1.0%
Residual / FX / buybacks / cross-term-23.8%

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.