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002840.SZ$8.84-3.70%
Fair $8.84+0.0%

002840.SZ

Zhejiang Huatong Meat Products Co., Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$8.84

-0.34 (-3.70%)

Fairly Valued+0.0%Fair Value $8.84Fund rank 24/100 · Data gapFallback financials|
SA 9/F
F-Score: 3/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-359.4M · quality 52.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

9/100

F

Piotroski

3/9

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 -3.5%, below the 5% threshold
Thesis & Journal · 002840.SZLocal privado en este navegador · Zhejiang Huatong Meat Products 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

$7.1B

P/E

N/A

•

EV/EBITDA

15.6x

↑

ROE

-3.5%

↓

Gross Margin

4.5%

↓

Debt/Equity

1.14

↑
52-Week Range$9
$9$14

TradingView lightweight chart

002840.SZ price, volumen y niveles de valoración

Último $8.840Periodo +104.6%
Fair value: $8.840

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

-5.1%

FCF CAGR

—

FCF margin

-1.5%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.07B · net income $-136.0M · FCF $-122.5M

2022-FY → 2025-FY

Gross margin

4.5%-1.7% pts

Operating margin

0.9%-3.0% pts

Net margin

-1.7%-2.6% pts

FCF margin

-1.5%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.07B$8.07B$9.09B$8.58B$9.45B
Net Income$-136.0M$-136.0M$73.0M$-604.9M$87.7M
EBITDA$603.7M$603.7M$751.7M$-11.2M$723.8M
EPS-0.18-0.180.12-1.030.19
Gross Margin4.5%4.5%5.8%-0.4%6.3%
Operating Margin0.9%0.9%3.3%-3.4%3.9%
Net Margin-1.7%-1.7%0.8%-7.1%0.9%
Balance Sheet
Debt/Equity1.141.142.082.271.54
Current Ratio0.720.72———
Cash Flow
Free Cash Flow$-122.5M$-122.5M$-359.4M$-569.6M$-757.2M
Returns
ROE-3.5%-3.5%3.0%-29.2%3.3%
Valuation
P/E——93.42—88.84
EV/EBITDA15.5815.5814.92—15.07
P/B1.741.742.815.702.92
Growth & Yield
Revenue Growth-11.2%-11.2%6.0%-9.2%—
EPS Growth-250.0%-250.0%111.7%-642.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -16.3%

Total return

-16.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.12 → -0.18

Residual

-16.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-16.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.