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002846.SZ$12.29-0.32%
Fair $12.29+0.0%

002846.SZ

Guangdong Enpack Packaging Co., Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$12.29

-0.04 (-0.32%)

Fairly Valued+0.0%Fair Value $12.29Fund rank 28/100 · Data gapFallback financials|
SA 31/D
F-Score: 8/9
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 19%

FCF escenarios

weak_data · normalized FCF $-364.6M · quality 51.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

31/100

D

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: 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 2.5%, below the 5% threshold
Thesis & Journal · 002846.SZLocal privado en este navegador · Guangdong Enpack Packaging 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

$5.2B

P/E

136.6x

↑

EV/EBITDA

28.8x

↑

ROE

2.5%

↓

Gross Margin

12.5%

↓

Debt/Equity

0.83

↑
52-Week Range$12
$10$24

TradingView lightweight chart

002846.SZ price, volumen y niveles de valoración

Último $12.29Periodo +138.4%
Fair value: $12.29

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

+5.3%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

2.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.26B · net income $35.3M · FCF $72.4M

2022-FY → 2025-FY

Gross margin

12.5%+3.4% pts

Operating margin

4.8%+4.6% pts

Net margin

1.6%+3.8% pts

FCF margin

3.2%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.26B$2.26B$2.02B$1.75B$1.93B
Net Income$35.3M$35.3M$-39.7M$14.2M$-43.1M
EBITDA$214.7M$214.7M$134.2M$156.2M$111.1M
EPS0.080.08-0.090.04-0.14
Gross Margin12.5%12.5%10.0%11.9%9.1%
Operating Margin4.8%4.8%1.3%2.8%0.2%
Net Margin1.6%1.6%-2.0%0.8%-2.2%
Balance Sheet
Debt/Equity0.830.830.860.631.51
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$72.4M$72.4M$-409.5M$-364.6M$-126.0M
Returns
ROE2.5%2.5%-2.9%1.0%-5.5%
Valuation
P/E136.56136.56—254.84—
EV/EBITDA28.8228.8232.9928.1840.90
P/B3.653.652.462.514.34
Growth & Yield
Revenue Growth12.0%12.0%15.5%-9.7%—
EPS Growth188.9%188.9%-334.5%129.7%—
Dividend Yield0.2%0.2%———

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

135.0%

muy exigente

EPS terminal req.

$1.09

Spread vs growth

53.9%

5Y implied EPS CAGR

73.5%

muy exigente

EPS terminal req.

$1.32

Spread vs growth

115.4%

10Y implied EPS CAGR

38.1%

muy exigente

EPS terminal req.

$2.13

Spread vs growth

150.8%

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 +19.9%

Total return

+19.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → 0.08

Residual

+19.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+19.7%

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.