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002933.SZ$29.54-2.06%
Fair $29.54+0.0%

002933.SZ

Beijing Emerging Eastern Aviation Equipment Co., Ltd.

Industrials / Aerospace & DefenseShenzhen

$29.54

-0.62 (-2.06%)

Fairly Valued+0.0%Fair Value $29.54Fund rank 25/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9
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 18%

FCF escenarios

weak_data · normalized FCF $-47.7M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

43/100

C

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: 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 2.6%, below the 5% threshold
Thesis & Journal · 002933.SZLocal privado en este navegador · Beijing Emerging Eastern Aviation Equipment 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

$3.5B

P/E

128.4x

↑

EV/EBITDA

38.1x

↑

ROE

2.6%

↓

Gross Margin

35.5%

↑

Debt/Equity

0.29

↓
52-Week Range$30
$27$40

TradingView lightweight chart

002933.SZ price, volumen y niveles de valoración

Último $30.16Periodo -6.7%
Fair value: $29.54

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

+29.4%

FCF CAGR

—

FCF margin

-11.5%

FCF / Net income

-1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $413.5M · net income $39.5M · FCF $-47.7M

2022-FY → 2025-FY

Gross margin

35.5%+3.9% pts

Operating margin

16.0%+43.1% pts

Net margin

9.5%+39.8% pts

FCF margin

-11.5%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$413.5M$413.5M$461.6M$416.5M$190.8M
Net Income$39.5M$39.5M$18.9M$14.3M$-57.6M
EBITDA$90.7M$90.7M$61.1M$54.8M$-40.0M
EPS0.340.340.160.12-0.51
Gross Margin35.5%35.5%25.9%31.9%31.6%
Operating Margin16.0%16.0%6.6%6.5%-27.1%
Net Margin9.5%9.5%4.1%3.4%-30.2%
Balance Sheet
Debt/Equity0.290.290.310.320.06
Current Ratio5.495.49———
Cash Flow
Free Cash Flow$-47.7M$-47.7M$-77.3M$129.3M$-32.9M
Returns
ROE2.6%2.6%1.3%1.0%-4.0%
Valuation
P/E128.43128.43171.88290.33—
EV/EBITDA38.0638.0649.3862.15—
P/B2.232.232.162.802.21
Growth & Yield
Revenue Growth-10.4%-10.4%10.8%118.3%—
EPS Growth112.5%112.5%33.3%123.5%—
Dividend Yield0.1%0.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

97.5%

muy exigente

EPS terminal req.

$2.62

Spread vs growth

15.0%

5Y implied EPS CAGR

56.3%

muy exigente

EPS terminal req.

$3.17

Spread vs growth

56.2%

10Y implied EPS CAGR

31.1%

muy exigente

EPS terminal req.

$5.11

Spread vs growth

81.4%

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 -14.8%

Total return

-14.8%

Start / end P/E

217.0x → 86.9x

EPS bridge

0.16 → 0.34

Residual

-67.5%

EPS growth+112.5%
Multiple rerating-60.0%
Dividend+0.1%
Residual / FX / buybacks / cross-term-67.5%

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.