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002884.SZ$16.75+1.45%
Fair $16.75+0.0%

002884.SZ

Guangdong Lingxiao Pump Industry Co.,Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$16.75

+0.24 (+1.45%)

Fairly Valued+0.0%Fair Value $16.75Fund rank 34/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $419.4M · quality 65.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

37/100

D

Piotroski

5/9

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 · 002884.SZLocal privado en este navegador · Guangdong Lingxiao Pump Industry 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

$6.0B

P/E

13.4x

↓

EV/EBITDA

8.6x

↓

ROE

18.8%

↑

Gross Margin

35.7%

↑

Debt/Equity

N/A

•
52-Week Range$17
$15$19

TradingView lightweight chart

002884.SZ price, volumen y niveles de valoración

Último $16.75Periodo +47.8%
Fair value: $16.75

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

-8.3%

FCF margin

25.3%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.72B · net income $454.9M · FCF $436.0M

2022-FY → 2025-FY

Gross margin

35.7%-0.1% pts

Operating margin

28.8%-0.2% pts

Net margin

26.4%-2.0% pts

FCF margin

25.3%-12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.72B$1.72B$1.59B$1.32B$1.48B
Net Income$454.9M$454.9M$442.4M$383.7M$421.9M
EBITDA$562.3M$562.3M$547.1M$475.5M$455.6M
EPS1.271.271.241.071.18
Gross Margin35.7%35.7%36.5%37.9%35.8%
Operating Margin28.8%28.8%29.7%30.6%28.9%
Net Margin26.4%26.4%27.8%29.2%28.4%
Balance Sheet
Current Ratio11.9311.93———
Cash Flow
Free Cash Flow$436.0M$436.0M$419.4M$387.3M$565.4M
Returns
ROE18.8%18.8%19.1%17.1%19.1%
Valuation
P/E13.4013.4014.5616.8414.00
EV/EBITDA8.598.5911.0010.2310.44
P/B2.482.482.782.892.67
Growth & Yield
Revenue Growth8.2%8.2%21.0%-11.3%—
EPS Growth2.4%2.4%15.9%-9.3%—
Dividend Yield5.3%5.3%———

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

5.4%

razonable

EPS terminal req.

$1.49

Spread vs growth

-3.0%

5Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$1.80

Spread vs growth

-4.8%

10Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$2.90

Spread vs growth

-6.2%

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 +12.3%

Total return

+12.3%

Start / end P/E

12.6x → 13.2x

EPS bridge

1.24 → 1.27

Residual

+0.1%

EPS growth+2.4%
Multiple rerating+4.5%
Dividend+5.3%
Residual / FX / buybacks / cross-term+0.1%

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.