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002787.SZ$25.14+1.49%
Fair $25.14+0.0%

002787.SZ

Suzhou Hycan Holdings Co., Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$25.14

+0.37 (+1.49%)

Fairly Valued+0.0%Fair Value $25.14Fund rank 35/100 · Data gapFallback financials|
SA 68/B
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $83.5M · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

68/100

B

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 002787.SZLocal privado en este navegador · Suzhou Hycan Holdings 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

$8.4B

P/E

69.8x

↑

EV/EBITDA

32.2x

↑

ROE

6.1%

↑

Gross Margin

17.6%

↓

Debt/Equity

0.19

↓
52-Week Range$25
$8$29

TradingView lightweight chart

002787.SZ price, volumen y niveles de valoración

Último $24.77Periodo +202.6%
Fair value: $25.14

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

+0.7%

FCF CAGR

+8.8%

FCF margin

16.0%

FCF / Net income

3.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.31B · net income $113.5M · FCF $370.5M

2022-FY → 2025-FY

Gross margin

17.6%+4.7% pts

Operating margin

7.4%+4.4% pts

Net margin

4.9%+4.4% pts

FCF margin

16.0%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.31B$2.31B$2.45B$2.41B$2.26B
Net Income$113.5M$113.5M$70.7M$8.4M$10.9M
EBITDA$256.6M$256.6M$239.8M$166.3M$170.8M
EPS0.340.340.220.030.03
Gross Margin17.6%17.6%15.4%14.4%12.9%
Operating Margin7.4%7.4%5.7%4.7%3.0%
Net Margin4.9%4.9%2.9%0.3%0.5%
Balance Sheet
Debt/Equity0.190.190.330.400.56
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$370.5M$370.5M$83.5M$63.0M$287.9M
Returns
ROE6.1%6.1%3.8%0.5%0.7%
Valuation
P/E69.8369.8333.77298.33207.00
EV/EBITDA32.2032.2010.2717.0615.69
P/B4.544.541.301.531.49
Growth & Yield
Revenue Growth-5.6%-5.6%1.6%6.5%—
EPS Growth54.5%54.5%633.3%0.0%—
Dividend Yield0.3%0.3%———

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

87.2%

muy exigente

EPS terminal req.

$2.23

Spread vs growth

-32.7%

5Y implied EPS CAGR

51.3%

muy exigente

EPS terminal req.

$2.70

Spread vs growth

3.2%

10Y implied EPS CAGR

29.0%

muy exigente

EPS terminal req.

$4.35

Spread vs growth

25.5%

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 +188.7%

Total return

+188.7%

Start / end P/E

39.6x → 73.9x

EPS bridge

0.22 → 0.34

Residual

+47.2%

EPS growth+54.5%
Multiple rerating+86.5%
Dividend+0.3%
Residual / FX / buybacks / cross-term+47.2%

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.