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002734.SZ$16.50+1.85%
Fair $16.50+0.0%

002734.SZ

Limin Group Co.,Ltd.

Basic Materials / Agricultural InputsShenzhen

$16.50

+0.30 (+1.85%)

Fairly Valued+0.0%Fair Value $16.50Fund rank 32/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $275.8M · quality 59.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

54/100

C

Piotroski

8/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 002734.SZLocal privado en este navegador · Limin Group 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

$7.9B

P/E

14.3x

↓

EV/EBITDA

7.0x

↓

ROE

12.1%

↑

Gross Margin

26.4%

↑

Debt/Equity

0.31

↑
52-Week Range$17
$14$25

TradingView lightweight chart

002734.SZ price, volumen y niveles de valoración

Último $16.50Periodo +91.3%
Fair value: $16.50

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

-3.4%

FCF CAGR

—

FCF margin

9.8%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.53B · net income $479.8M · FCF $445.9M

2022-FY → 2025-FY

Gross margin

26.4%+7.6% pts

Operating margin

13.2%+7.1% pts

Net margin

10.6%+6.2% pts

FCF margin

9.8%+11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.53B$4.53B$4.24B$4.22B$5.02B
Net Income$479.8M$479.8M$81.4M$62.1M$219.0M
EBITDA$1.03B$1.03B$587.9M$502.0M$608.2M
EPS1.171.170.220.170.54
Gross Margin26.4%26.4%19.5%17.0%18.8%
Operating Margin13.2%13.2%5.2%4.3%6.1%
Net Margin10.6%10.6%1.9%1.5%4.4%
Balance Sheet
Debt/Equity0.310.310.880.820.79
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$445.9M$445.9M$275.8M$233.9M$-92.1M
Returns
ROE12.1%12.1%3.1%2.2%7.8%
Valuation
P/E14.3514.3535.3248.0618.48
EV/EBITDA7.027.027.698.869.04
P/B1.711.711.091.081.45
Growth & Yield
Revenue Growth6.8%6.8%0.3%-15.8%—
EPS Growth431.8%431.8%29.4%-68.5%—
Dividend Yield2.7%2.7%———

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

7.8%

razonable

EPS terminal req.

$1.46

Spread vs growth

424.1%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$1.77

Spread vs growth

423.2%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$2.85

Spread vs growth

422.5%

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 +13.1%

Total return

+13.1%

Start / end P/E

68.0x → 14.1x

EPS bridge

0.22 → 1.17

Residual

-342.2%

EPS growth+431.8%
Multiple rerating-79.2%
Dividend+2.7%
Residual / FX / buybacks / cross-term-342.2%

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.