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002953.SZ$10.64+1.92%
Fair $10.64+0.0%

002953.SZ

Guangdong Rifeng Electric Cable Co., Ltd.

Technology / Electronics & Computer DistributionShenzhen

$10.64

+0.20 (+1.92%)

Fairly Valued+0.0%Fair Value $10.64Fund rank 31/100 · 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $65.6M · quality 59.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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 · 002953.SZLocal privado en este navegador · Guangdong Rifeng Electric Cable 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

32.2x

↑

EV/EBITDA

18.6x

↑

ROE

7.2%

↑

Gross Margin

11.2%

↓

Debt/Equity

0.21

↓
52-Week Range$11
$10$16

TradingView lightweight chart

002953.SZ price, volumen y niveles de valoración

Último $10.64Periodo +66.2%
Fair value: $10.64

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

+8.6%

FCF CAGR

+0.8%

FCF margin

3.6%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.52B · net income $158.3M · FCF $162.7M

2022-FY → 2025-FY

Gross margin

11.2%-0.5% pts

Operating margin

4.4%+0.5% pts

Net margin

3.5%+1.1% pts

FCF margin

3.6%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.52B$4.52B$4.11B$3.77B$3.53B
Net Income$158.3M$158.3M$160.6M$146.5M$83.9M
EBITDA$263.6M$263.6M$270.5M$238.5M$186.7M
EPS0.340.340.350.320.21
Gross Margin11.2%11.2%11.9%12.2%11.7%
Operating Margin4.4%4.4%5.0%4.8%3.9%
Net Margin3.5%3.5%3.9%3.9%2.4%
Balance Sheet
Debt/Equity0.210.210.350.310.60
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$162.7M$162.7M$-25.9M$65.6M$159.1M
Returns
ROE7.2%7.2%8.7%8.3%6.3%
Valuation
P/E32.2432.2426.9430.7054.04
EV/EBITDA18.6218.6217.0319.6226.85
P/B2.272.272.342.563.40
Growth & Yield
Revenue Growth9.8%9.8%9.3%6.8%—
EPS Growth-2.9%-2.9%9.4%54.1%—
Dividend Yield0.9%0.9%———

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

40.6%

muy exigente

EPS terminal req.

$0.94

Spread vs growth

-43.4%

5Y implied EPS CAGR

27.4%

muy exigente

EPS terminal req.

$1.14

Spread vs growth

-30.3%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$1.84

Spread vs growth

-21.3%

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 -0.8%

Total return

-0.8%

Start / end P/E

30.9x → 31.3x

EPS bridge

0.35 → 0.34

Residual

-0.0%

EPS growth-2.9%
Multiple rerating+1.1%
Dividend+0.9%
Residual / FX / buybacks / cross-term-0.0%

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.