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002763.SZ$8.18-1.33%
Fair $8.18+0.0%

002763.SZ

Shenzhen Huijie Group Co., Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$8.18

-0.11 (-1.33%)

Fairly Valued+0.0%Fair Value $8.18Fund rank 38/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $233.1M · quality 80.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

56/100

C

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: 1unknown: 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. ROE is 3.0%, below the 5% threshold
Thesis & Journal · 002763.SZLocal privado en este navegador · Shenzhen Huijie 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

$3.4B

P/E

51.1x

↑

EV/EBITDA

8.7x

↓

ROE

3.0%

↓

Gross Margin

67.9%

↑

Debt/Equity

0.08

↓
52-Week Range$8
$6$10

TradingView lightweight chart

002763.SZ price, volumen y niveles de valoración

Último $8.290Periodo -20.9%
Fair value: $8.180

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

+6.9%

FCF CAGR

-3.9%

FCF margin

7.8%

FCF / Net income

4.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.00B · net income $54.8M · FCF $233.1M

2022-FY → 2025-FY

Gross margin

67.9%+2.1% pts

Operating margin

9.6%-3.4% pts

Net margin

1.8%-3.7% pts

FCF margin

7.8%-2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.00B$3.00B$2.95B$2.93B$2.46B
Net Income$54.8M$54.8M$79.0M$181.9M$134.7M
EBITDA$297.5M$297.5M$307.4M$427.0M$352.9M
EPS0.130.130.190.440.33
Gross Margin67.9%67.9%67.9%67.7%65.8%
Operating Margin9.6%9.6%8.8%12.9%13.0%
Net Margin1.8%1.8%2.7%6.2%5.5%
Balance Sheet
Debt/Equity0.080.080.060.040.02
Current Ratio3.503.50———
Cash Flow
Free Cash Flow$233.1M$233.1M$186.3M$382.3M$263.0M
Returns
ROE3.0%3.0%4.1%9.0%6.6%
Valuation
P/E51.1351.1334.6819.7023.52
EV/EBITDA8.748.745.895.976.21
P/B1.921.921.421.771.56
Growth & Yield
Revenue Growth1.6%1.6%0.9%19.3%—
EPS Growth-31.6%-31.6%-56.8%33.3%—
Dividend Yield4.8%4.8%———

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

77.4%

muy exigente

EPS terminal req.

$0.73

Spread vs growth

-109.0%

5Y implied EPS CAGR

46.5%

muy exigente

EPS terminal req.

$0.88

Spread vs growth

-78.1%

10Y implied EPS CAGR

27.0%

muy exigente

EPS terminal req.

$1.41

Spread vs growth

-58.5%

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 +21.0%

Total return

+21.0%

Start / end P/E

37.1x → 62.9x

EPS bridge

0.19 → 0.13

Residual

-22.0%

EPS growth-31.6%
Multiple rerating+69.8%
Dividend+4.8%
Residual / FX / buybacks / cross-term-22.0%

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.