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002828.SZ$9.58+5.00%
Fair $9.58+0.0%

002828.SZ

Beiken Energy Group Co., Ltd.

Energy / Oil & Gas DrillingShenzhen

$9.58

+0.47 (+5.00%)

Fairly Valued+0.0%Fair Value $9.58Fund rank 37/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9
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 $84.2M · quality 76.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

48/100

C

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 002828.SZLocal privado en este navegador · Beiken Energy 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

$1.9B

P/E

87.1x

↑

EV/EBITDA

16.5x

↑

ROE

3.2%

↓

Gross Margin

19.2%

↓

Debt/Equity

0.51

↑
52-Week Range$10
$9$18

TradingView lightweight chart

002828.SZ price, volumen y niveles de valoración

Último $9.870Periodo -11.9%
Fair value: $9.580

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

+13.5%

FCF CAGR

+2.4%

FCF margin

8.6%

FCF / Net income

3.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $978.1M · net income $22.1M · FCF $84.2M

2022-FY → 2025-FY

Gross margin

19.2%+21.7% pts

Operating margin

7.3%+27.8% pts

Net margin

2.3%+49.9% pts

FCF margin

8.6%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$978.1M$978.1M$951.4M$981.0M$669.1M
Net Income$22.1M$22.1M$4.3M$43.2M$-318.7M
EBITDA$124.5M$124.5M$102.5M$164.6M$-182.4M
EPS0.110.110.020.21-1.59
Gross Margin19.2%19.2%22.1%18.4%-2.5%
Operating Margin7.3%7.3%7.5%5.9%-20.5%
Net Margin2.3%2.3%0.5%4.4%-47.6%
Balance Sheet
Debt/Equity0.510.510.640.660.77
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$84.2M$84.2M$46.0M$84.9M$78.4M
Returns
ROE3.2%3.2%0.6%7.2%-54.8%
Valuation
P/E87.0987.09403.0049.90—
EV/EBITDA16.4716.4717.8114.68—
P/B2.812.812.593.573.15
Growth & Yield
Revenue Growth2.8%2.8%-3.0%46.6%—
EPS Growth450.0%450.0%-90.5%113.2%—
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

97.7%

muy exigente

EPS terminal req.

$0.85

Spread vs growth

352.3%

5Y implied EPS CAGR

56.4%

muy exigente

EPS terminal req.

$1.03

Spread vs growth

393.6%

10Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$1.66

Spread vs growth

418.8%

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 +11.6%

Total return

+11.6%

Start / end P/E

444.0x → 89.7x

EPS bridge

0.02 → 0.11

Residual

-359.1%

EPS growth+450.0%
Multiple rerating-79.8%
Dividend+0.4%
Residual / FX / buybacks / cross-term-359.1%

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.