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002765.SZ$8.30+1.34%
Fair $8.30+0.0%

002765.SZ

Landai Technology Group Corp., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$8.30

+0.11 (+1.34%)

Fairly Valued+0.0%Fair Value $8.30Fund rank 24/100 · Data gapFallback financials|
SA 38/D
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 17%

FCF escenarios

weak_data · normalized FCF $-148.8M · quality 42.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

38/100

D

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 · 002765.SZLocal privado en este navegador · Landai Technology Group Corp., 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

$5.4B

P/E

36.1x

↑

EV/EBITDA

11.6x

↑

ROE

7.0%

↑

Gross Margin

16.5%

↓

Debt/Equity

0.46

↑
52-Week Range$8
$8$16

TradingView lightweight chart

002765.SZ price, volumen y niveles de valoración

Último $8.300Periodo +50.4%
Fair value: $8.300

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

+10.3%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.85B · net income $184.8M · FCF $-135.2M

2022-FY → 2025-FY

Gross margin

16.5%-1.1% pts

Operating margin

8.2%-0.5% pts

Net margin

4.8%-1.6% pts

FCF margin

-3.5%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.85B$3.85B$3.54B$2.81B$2.87B
Net Income$184.8M$184.8M$124.3M$-365.1M$184.7M
EBITDA$507.4M$507.4M$404.1M$-171.5M$419.3M
EPS0.280.280.19-0.570.32
Gross Margin16.5%16.5%13.8%11.8%17.7%
Operating Margin8.2%8.2%6.9%3.9%8.8%
Net Margin4.8%4.8%3.5%-13.0%6.4%
Balance Sheet
Debt/Equity0.460.460.400.320.37
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$-135.2M$-135.2M$-148.8M$-399.5M$20.3M
Returns
ROE7.0%7.0%5.0%-15.4%8.3%
Valuation
P/E36.0936.0942.21—29.56
EV/EBITDA11.5811.5813.66—13.44
P/B2.072.072.131.722.46
Growth & Yield
Revenue Growth9.0%9.0%25.9%-2.3%—
EPS Growth47.4%47.4%133.3%-278.1%—
Dividend Yield0.4%0.4%———

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

38.0%

muy exigente

EPS terminal req.

$0.74

Spread vs growth

9.3%

5Y implied EPS CAGR

26.1%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

21.3%

10Y implied EPS CAGR

17.8%

exigente

EPS terminal req.

$1.44

Spread vs growth

29.6%

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 -44.7%

Total return

-44.7%

Start / end P/E

79.5x → 29.6x

EPS bridge

0.19 → 0.28

Residual

-29.7%

EPS growth+47.4%
Multiple rerating-62.7%
Dividend+0.4%
Residual / FX / buybacks / cross-term-29.7%

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.