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002870.SZ$40.93+1.79%
Fair $40.93+0.0%

002870.SZ

Guangdong Senssun Weighing Apparatus Group Ltd.

Technology / Scientific & Technical InstrumentsShenzhen

$40.93

+0.72 (+1.79%)

Fairly Valued+0.0%Fair Value $40.93Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $229.1M · quality 46.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

46/100

C

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: 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 · 002870.SZLocal privado en este navegador · Guangdong Senssun Weighing Apparatus Group 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

87.1x

↑

EV/EBITDA

8.5x

↓

ROE

5.7%

↑

Gross Margin

23.0%

↓

Debt/Equity

1.85

↑
52-Week Range$41
$30$45

TradingView lightweight chart

002870.SZ price, volumen y niveles de valoración

Último $40.21Periodo +36.6%
Fair value: $40.93

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

+7.8%

FCF CAGR

—

FCF margin

3.5%

FCF / Net income

2.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.03B · net income $94.9M · FCF $208.8M

2022-FY → 2025-FY

Gross margin

23.0%-1.0% pts

Operating margin

5.0%-2.4% pts

Net margin

1.6%-0.2% pts

FCF margin

3.5%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.03B$6.03B$5.90B$5.79B$4.82B
Net Income$94.9M$94.9M$155.3M$161.2M$86.3M
EBITDA$857.2M$857.2M$916.7M$863.1M$638.4M
EPS0.720.721.181.220.69
Gross Margin23.0%23.0%24.2%24.0%23.9%
Operating Margin5.0%5.0%6.8%9.4%7.3%
Net Margin1.6%1.6%2.6%2.8%1.8%
Balance Sheet
Debt/Equity1.851.851.801.731.28
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$208.8M$208.8M$229.1M$447.4M$-30.0M
Returns
ROE5.7%5.7%9.7%10.6%5.6%
Valuation
P/E87.0987.0924.7827.8538.65
EV/EBITDA8.508.506.307.457.05
P/B3.253.252.402.962.17
Growth & Yield
Revenue Growth2.2%2.2%2.0%20.2%—
EPS Growth-39.0%-39.0%-3.3%76.8%—
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

71.5%

muy exigente

EPS terminal req.

$3.63

Spread vs growth

-110.5%

5Y implied EPS CAGR

43.6%

muy exigente

EPS terminal req.

$4.39

Spread vs growth

-82.6%

10Y implied EPS CAGR

25.7%

muy exigente

EPS terminal req.

$7.08

Spread vs growth

-64.7%

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 +20.7%

Total return

+20.7%

Start / end P/E

28.8x → 56.8x

EPS bridge

1.18 → 0.72

Residual

-38.0%

EPS growth-39.0%
Multiple rerating+97.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term-38.0%

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.